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Cutter Wealth Webcast

Sep 5, 2019 10:30 AM - 11:30 AM ET    Online

Beyond AUM: Advising Fees for the Future

SUMMARY

SUMMARY

Wealth managers find themselves in a difficult position as fee compression bites into their bottom lines and client demand increases pressure for additional services. Finding new revenue models and providing more holistic wealth services requires modernizing advisor fees, reimagining the advisor role, and expanding the prospective client pool. In this webcast, we discuss some of the ways wealth managers are adding value to their offerings, and we look at four alternative fee models related to key trends such as client demand and fee compression.