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Fee Compensation and Financial Advisors

Michael and David talk fees and financial advisors in this Wealth, Managed episode.

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Authors

Michael Finke

Michael Finke

PhD, CFP®

David Blanchett

PhD, MSFS, CFA, CLU®, ChFC®, CFP®

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Wealth Management Podcasts

April 30, 2021

Our wealth management experts Michael Finke, PhD, CFP® and David Blanchett, PhD, MSFS, CFA, CLU®, ChFC®, CFP® discuss the potential conflict of interests inherent in fee compensation for financial advisors in this episode of the Wealth, Managed Podcast. Specifically, they'll examine what types of compensation might be most sound and how a fiduciary standard can play a role in determining how advisors approach clients about paying for their services.

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