Research Paper

The Future of Fees

We are at a stage of potential divergence in the wealth management profession. On one side stand those who innovate on how they price; and on the other stand those who engage in a price war with tech-savvy firms who have figured out how to do it cheaper.

The report examines eight new fee models for wealth management, and shares insights from the innovators about how they developed their model, the underpinning rationale, and the challenges they encountered during implementation.