presenting
RainBlog
Unveiling key insights for a renewed advisor relationship.
Fees
Investment Services are Not Free
Fees are not inherently bad, but you should avoid overpaying in fees, which can significantly diminish long-term returns.
Independence
Fiduciary vs Broker
What is the difference between investment advisors, who are fiduciaries and brokers?
Independence
DOL Proposes Fiduciary Standard
The DOL proposes a fiduciary standard for advice on retirement accounts.
The Relationship
Ensuring You Get the Service You Deserve: Unveiling the Reality of Your Requests
Study suggests advisors are often not providing holistic services in the way consumers demand.
Fees
46% of Clients say Advisor Costs are Not Transparent
According to a recent study, 46% of prospective clients said the costs of a financial advisor are not transparent. This confusion is cited as the biggest hurdle for affluent potential clients to sign on with advisors-- and for good reason.
Advisor Transition
38% of Advisors Planning to Retire in the Next Decade
The impending mass retirement, coupled with the accelerating Great Wealth Transfer, is set to usher clients into a new era of financial advisory relationships.