Clients may ask if a flat fee is better than a percentage of assets under management, but the real question is whether fees ...

The implementation of the Tax Cuts and Jobs Act (TCJA) in 2018 has introduced major changes in terms of what investors can and cannot deduct from their tax returns. Among the most notable omissions ...

Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She has been in the accounting, audit, and tax profession for more than 13 years, working with individuals and a ...

Fees are how advisors make their money from clients, and while there are several ways advisors can structure fees, there’s one structure in particular that seems to be trending. A recent Advyzon study ...

WSJ Buy Side is The Wall Street Journal’s research and commerce team. Our commerce content is distinct from our newsroom coverage. We earn a commission from some links in our articles. Learn more. We ...

As previewed, below we examine several management fee offset-related SEC enforcement actions (a topic we have previously written about). Although the summaries also highlight certain remedial actions ...

Fees collected by active managers fell last year as managers struggled to beat market returns. On average, active management fees declined 4 percent in 2021, according to the latest analysis by ...

The deal marks a bold experiment in the wealth management industry that could shift the balance of power from advisory firms ...

Custom Indexing Custom Indexing is available at Questrade. TORONTO, June 02, 2026 (GLOBE NEWSWIRE) -- Questrade ( Canada's #1 rated1 online brokerage, today announces the release of Custom Indexing – ...