FMG

DECEMBER 9, 2022

In this blog post, we’ll look at the importance of a fees page on a financial advisor’s website, the benefits of being open about fees, and a few examples of advisor websites with effective fees pages. Legal Requirements: Financial planning fees are required by law to be open to the public.

Fee Structure 52

Fee Structure Best Practices Prospects Assets 52

Fortune Financial

JANUARY 11, 2024

Legal Considerations Considering legal requirements is essential while analyzing employee needs. I have written a separate blog on choosing the best 401(k) plan for your employees and made several videos explaining and giving examples of the regulations and strategies for these types of retirement plans.

Education 59

Education Legal Taxes Consulting 59

Diamond Consultants

SEPTEMBER 20, 2022

Is your firm aggressive and litigious in pursuing legal remedies for advisors who leave? This is a critical step, and it’s not just about portability and mappability; it’s also about fee structure. Your Current Employment Contract. Do you have garden leave or other post-employment restrictions?

Due Diligence 52

Due Diligence Mutual Funds Fee Structure Leveraging 52