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Category: Subscription Model

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...

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