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Trends In Financial Advice Fees: What Financial Advisors Are Actually Charging For Their Services

Nerd's Eye View

While many firms have historically relied on commission-based compensation methods – reflecting a sales-driven approach – financial advice has evolved with technological advancements and a greater focus on financial planning, with the Assets Under Management (AUM) fee emerging as the primary compensation model.

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Graduating Clients The Right Way: A Thoughtful Approach To Sustainably Transition ‘Small’ Clients To On-Demand

Nerd's Eye View

staff time, technology, and custodial fees) and indirect costs (e.g., Tim's first step was calculating the cost to serve different client segments – grouping clients with similar complexity levels and analyzing both direct costs (e.g., rent, marketing, and training).

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Weekend Reading For Financial Planners (January 4–5)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

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Dealing with Change? Lead or Get Out of the Way

Trade Credit & Liquidity Management

As a Credit or Treasury Manager, your role is highly visible to key company stakeholders, customers, and senior management. Staying ahead of how these factors influence businesses requires continuous learning and the adoption of best practices. Managing a staff today is much different than just a few years ago.

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The Future Of Advisor Platforms: Reducing Overhead Costs With Services (Not Technology)

Nerd's Eye View

For the past several decades, platforms for advisors have differentiated with the quality of their technology. Consequently, the technology that most of today’s advisor platforms (e.g., broker-dealers, RIA aggregators, TAMPs, etc.) Which is usually one from a list of just 3 leading providers in any particular category.

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Revolutionizing Dental Practice Management: Embracing Cloud-Based Solutions for DSOs

E78 Partners

As the dental landscape becomes increasingly competitive, adopting innovative solutions has become imperative for practices to thrive and stay ahead. One such game-changing technology is cloud-based dental software, which is revolutionizing the way dental practices and DSOs manage their operations and deliver exceptional patient care.

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How Much Can Technology Improve Healthcare Payments?

PYMNTS

Touted by observers and industry players as one of the top trends that could impact medical billing and data management for 2018, the technology is increasingly being viewed as part of the path to better efficiency in payments. No matter the technology, companies hoping to make profits in healthcare payments have a tough road.