The Online Resource for Financial
Advisors Going Fee-based

Which business model is right for you?


We recently received some great questions from several advisors about how a conversion to fee-based accounts would impact their businesses. Specifically, one advisor asked if he would be able to continue collecting mutual fund trails (i.e., 12b-1 fees) and keep managing stocks. This led to a discussion on the different business models advisors can use. [Read more…]