Industry stakeholders differ on whether complex charging structures protect clients or simply make comparisons harder.

Determining the appropriate tax treatment of an investment fund’s waived management fee involves a number of factors, the ...

For fund managers, general partners, and sponsors operating private investment vehicles, understanding the regulatory framework governing performance-based compensation is essential. Performance-based ...

A new industry study is pulling back the curtain on what large institutional investors truly pay for investment management; an eye-opener for those in the retail space. Negotiated fees across ...

The Securities and Exchange Commission is preparing to raise the dollar thresholds that determine when RIAs can charge performance-based fees to certain clients, an update the agency frames as an ...

* Existing management fee waivers for the Advisor Series, Investor Series, D-Series and F-Series of TD Ultra Short Term Bond Fund will be eliminated as of the Effective Date. Click to enlarge For more ...

Flat‑fee financial advisors offer transparent pricing and predictable costs—here’s how to evaluate them ...