Why Is the Role of Investment Manager Changing?

In this video, Reese Harper and Chad Jardine explain why the value of investment management as a stand-alone service is declining while the value for real financial planning is on the rise. If your firm is caught in this value shift, how to bill for your services can be a major question.

On this episode of Elementality, Reese and Chad take a look at the future of AUM and retainer fee models and discuss what you need to consider prior to making a pricing decision. With pricing becoming a major issue for planning firms, you need to first consider your current client base, then the types of clients you want to attract in the future, and finally which fee models will best help you serve them.

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