Why Advisors Must Evolve: Fee Compression Demands a ‘Three-Lane’ Approach
Jun 16, 2025
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By Debra Taylor, CPA/PFS, JD, CDFA
The landscape of fees in financial advising is changing. You need to do a deep assessment of your services to ensure you can retain and attract the business of valuable clients. Here are some of the changes and the steps you can take to position yourself for growth.