It’s Not the Balanced Fund, It’s The Balance Sheet
Navigating the Financial Outcome Puzzle: Part One.
65% of percent of investment advisors expect to experience fee compression in the next five years, according to Cerulli Associates.
Navigating the Financial Outcome Puzzle
These are revolutionary times for investment advisors; client preferences and practices are changing radically, upending the value proposition that advisors long thought was working well for them and forcing them to reconsider how to attract and retain business.
The numbers tell us that the old model of the “rep as portfolio manager,” earning fees by managing a pool of assets, is becoming less viable. Investors today are intensely cost conscious, and portfolio management itself is becoming commoditized.
It’s Not the Balanced Fund, It’s The Balance Sheet POV Paper
Want to Learn More? Download our POV Paper to get started
