New York Times article written by Ron Leiber. The article explains some of the S.E.C’s views on 12b-1 fees and rules that will limit compensation to advisers who are paid by the mutual fund companies.” The fact is, there are plenty of financial planners who already work on a fee-only basis, meaning they only make money by charging customers directly for their services. You can pay these professionals by the hour or pay them a percentage of your assets under management each year or some other way.” More….
Latest Posts
- IWM Investment Insights 3Q2024 July 29, 2024
- IWM Investment Insights 2Q2024 April 25, 2024
- IWM Alert: Client’s Daughter is in urgent need of a Kidney! March 11, 2024
- February 2024 IWM Planning News February 14, 2024
- 5 Simple Investing Ideas, Executed Strictly January 22, 2024
Categories
- Books
- Companies
- Current Affairs
- Financial Articles
- Financial Planning Perspectives
- FINRA
- Fleeced
- Fleecing Fighters
- Focus on Fiduciary
- Government
- International
- Key Data
- On the Fleece
- People
- Quarterly Market Analysis
- Quarterly Newsletters & Planning Alerts
- Quote of the Day
- Religion
- Retirement
- Sports
- Stat of the Day
- Uncategorized
- Web/Tech