Innovations in Wealth Management Fee Structures

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Source: CFA Institute

1:00:00, video webcast, recorded on 2 November 2017
Posted on 2 November 2017

Simon-Kucher & Partners, NY


In the face of growing competitive pressures, wealth managers are challenged to show value for the fees assessed to clients, a task complicated by the often bespoke nature of services rendered to wealthy individuals. In this webinar, Matthew Jackson, CFA, will describe the work that consulting firm Simon-Kucher has done to examine innovations in fee structures by wealth managers, including the results of their survey on how a wide range of clients perceive value.

This is an archived version of a live webinar that took place 2 November 2017.
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