Why Fee Transparency Is a Must

It may not be the conventional wisdom, but a client made more aware of fees or commission payments is a more loyal client, according to Jeff Wildes. “You can overpay whether you are paying fees or commissions,” Wildes of Wildes Financial Strategies tells existing and prospective clients.

Get access to this article and thousands more...

All Financial Planning articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

Comments (1)
Have the client look in (at through) the prospectus....and there are the fees. Do clients query their accountant...their attorney....their attending physician about fees?

not nearly as much as the DOL, FINRA, and the SEC have not focused there (yet)
Posted by Colin S | Monday, July 07 2014 at 3:49PM ET
Add Your Comments:
Not Registered?
You must be registered to post a comment. Click here to register.
Already registered? Log in here
Please note you must now log in with your email address and password.

Already a subscriber? Log in here