In-person client presentations have taken a hiatus in the last year plus, but when they were occurring, the question, “Are you seeing a lot of management fee lines these days?”, would always come up.

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Somer G. Anderson is CPA, doctor of accounting, and an accounting and finance professor who has been working in ...

Asset Management Fee Compression Accelerates New research from Cerulli points to a number of drivers behind the acceleration in asset management fee compression, tied to improved automation and ...

The implementation of the Tax Cuts and Jobs Act (TCJA) in 2018 has introduced major changes in terms of what investors can and cannot deduct from their tax returns. Among the most notable omissions ...

VCs often use the shorthand phrase “two and twenty” to refer to the 2% of annual management fees a venture fund might take and the 20% carried interest (or “performance fee”) it would charge. In a ...

As previewed, below we examine several management fee offset-related SEC enforcement actions (a topic we have previously written about). Although the summaries also highlight certain remedial actions ...

Flat‑fee financial advisors offer transparent pricing and predictable costs—here’s how to evaluate them Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money writer at ...

There are many familiar names atop the InvestmentNews 2021 rankings of the largest fee-only advisory firms, but the broader business model continues to welcome newcomers at a rapid clip. The total ...