What’s next in the evolution of fee compensation models for financial planners? As the profession has shifted from product sales to providing and implementing a client’s financial plan, compensation ...
When clients look to cut marketing costs, they often ask their agency to move from a monthly retainer to hourly or per-project billing, but this method is not one-size-fits-all. When clients look to ...
The New York Times reported Trump paid a $3 million lawyer retainer fee for the Mar-a-Lago case. Reporter Maggie Haberman said the high amount shows that Trump understands the position he's in.
As investors become increasingly cost conscious and more savvy about fees, some financial advisers claim to be poised to field any and all challenges by embracing a retainer-fee model. Unlike the more ...
Advisors eager to embrace new fee models had better call their regulator first. That’s the message state securities administrators stressed while noting the massive jump in deficiencies found earlier ...
An amount of money that acts as a fee pre-payment; the remainder is refunded to the client Retainer fees generally come into play when you hire an attorney. If you anticipate you’ll be contacting your ...
Q: Now that business is starting to pick up again, I am thinking of trying to charge my clients an annual retainer fee for travel counseling and booking. The fee will be nonrefundable and payable in ...
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