As the profession has shifted from product sales to providing and implementing a client’s financial plan, compensation models have also adapted. Now, with the Department of Labor’s pending fiduciary ...
When clients look to cut marketing costs, they often ask their agency to move from a monthly retainer to hourly or per-project billing, but this method is not one-size-fits-all. When clients look to ...
As investors become increasingly cost conscious and more savvy about fees, some financial advisers claim to be poised to field any and all challenges by embracing a retainer-fee model. Unlike the more ...
Q: Now that business is starting to pick up again, I am thinking of trying to charge my clients an annual retainer fee for travel counseling and booking. The fee will be nonrefundable and payable in ...
Advisors eager to embrace new fee models had better call their regulator first. That’s the message state securities administrators stressed while noting the massive jump in deficiencies found earlier ...
Frustrated with a changing healthcare system that has resulted in longer work days and less time with patients, a growing number of doctors in California and across the nation are turning to a new ...
The New York Times reported Trump paid a $3 million lawyer retainer fee for the Mar-a-Lago case. Reporter Maggie Haberman said the high amount shows that Trump understands the position he's in.
Retainer agreements are often used by attorneys to establish a formal relationship with clients. However, retainers can be used in almost any industry and are particularly useful to consultants and ...