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Category: Michael Kitces

AUM Model/Michael Kitces/Subscription Model

My 25-Year Experience with A Subscription Fee Model

October 7, 2020October 7, 2020 envwealthsolutions

A recent webinar, “The Future Of Charging For Financial Plans,” hosted by Envestnet | MoneyGuide and featuring guest speaker and well-known industry thought leader, Michael Kitces, discussed the appeal—and even potential necessity—of shifting from an AUM model to a recurring planning fee or retainer fee...

Financial Planning/Michael Kitces/MoneyGuide

The Future of Charging for Financial Plans: Can’t-Miss Insights From Michael Kitces

September 9, 2020September 10, 2020 Joe Miller

Remember learning about the Industrial Revolution? How technological advances, like the steam engine, railways, and the telegraph, increased productivity and reduced the cost of key items? Looking back, we consider that to be a pivotal time in history...

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