Media Coverage

Why Hiring an Adviser Who’s Offering Low Fees Could be A Terrible Move For Your Finances

July 14, 2018 // The Globe and Mail

A Case for Not Lowering Advisory Fees

May 18, 2018 // Barron's

Advisors, do you think that if you reduce your fees, you’ll drum up more business? Think again.

Lowering Fees Doesn’t Yield More Clients

May 18, 2018 // Financial Advisor IQ

Financial advisors feeling the pressure from robo-advisors and discount brokerages to lower their fees should think again.

PriceMetrix: Lowering Fees Doesn’t Translate into More Business

May 17, 2018 //

“Clients don’t leave because of price, they leave because of service,” says PriceMetrix’s Patrick Kennedy.

Advisors Saw Robust Asset Growth in 2017, but Struggled to Add Clients

May 17, 2018 // ThinkAdvisor

Lowering fees is an ineffective strategy for driving growth, PriceMetrix data finds.

Holidays Are a Gift: Don’t Miss the Opportunity to Meet the Kids

December 15, 2017 // ETF Trends

Break into the Retirement Plan Sponsor Market

November 30, 2017 // Financial Advisor IQ

As large retirement plans continue to face increased scrutiny and litigation from employees and regulators alike, sponsors of small plans need the help and guidance of qualified advisors more than…

The challenges facing retail wealth management

October 10, 2017 // Thomson Reuters

Pricing pressures and weak penetration of Generation X and Y markets are just some of the challenges revealed in a report on the state of retail wealth management.

Editor’s Letter: October 2017

October 5, 2017 //

Whither Gen X?

The Changing Landscape for Independent Advisors

September 15, 2017 // Barron's

There will always be mom and pops—just fewer.