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Financial advisers are losing an average of $20,000 in fees for not pricing their fee-based businesses competitively enough, according to a new survey from Toronto-based software firm PriceMetrix Inc.
The survey found that assets in fee-based accounts comprise almost 25% of total assets under administration and 37% of total revenue. The area is also growing, with the average adviser’s assets in fee-based accounts having increased 24% from 2007 to 2010.
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As healthcare costs climb, more large employers are contracting directly with hospitals and health systems to work out prices, improve quality and steer care.
From fiduciary guidance to financial education, advisers are taking on more responsibility as sponsors expand investment choices and focus on participant outcomes.
A financial spreadsheet alone cannot capture the total value and performance of a benefits program, nor can numbers on a ledger guarantee long-term operational success.
The CRO of retirement plan provider Human Interest explains how employers can simplify retirement plans and boost participation.
Flat-fee plan pricing makes it easier to treat retirement benefits as part of a long-term business strategy rather than a variable expense that might change unexpectedly.
