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Media Coverage

News for Brokers, Wealth Managers And Their Clients

April 5, 2012 // The Wall Street Journal

When a longtime client of Alex Cabot’s started talking about global economic issues recently, the financial adviser took note. Previously, in more than a dozen years as a client of…

What Morningstar’s FeeCheck Tells Us About AUM Fees

April 3, 2012 // AdvisorOne

Last Monday, Morningstar announced the addition of two tools to its Advisor Workstation: FeeCheck and CommissionCheck. As their names imply, these tools enable advisors to compare the fees or commissions…