November 2007: 'Setting the perfect price: a fool's errand?' Are you charging too little? Knowing how much to charge in fees versus commissions can be tough for an advisor. A brief look at how to prevent under pricing your services.
October 2007: 'Is Your Price Right?' A select group of advisors are significantly increasing their planning fees. Here's the lowdown on unbundling and how your pricing helps or hurts your bottom line.
October 2007: 'A Shot in the Dark - Are You Charging What You Are Worth?' How do investment advisors decide what to charge clients for their services? Should a full-service representative base pricing for services and advice on what discount brokers charge? PriceMetrix helps advisors tap into the opportunities for increased assets and revenues.
October 1, 2007: 'Snapshots of Five Regionals' A brief snapshot of five not so small regional investment firms and how their pros and cons have put them in the spotlight.