Fair Fee Adviser Network

Questions to Make Your Adviser Squirm

I read this article about American advisers recently and it got me thinking about what the best questions are to ask your […]

The problem financial services has created is that it has trained us all to think about the cost of service,

There is a well-known wealth management firm based in central London. If you are invited to a meeting over lunchtime,

Most clients only have three levers they can pull to improve their financial lives; costs, tax and risk. Getting the

I used to visit the local offices of a large wealth management firm, you discuss mutual clients. The building itself

We were listening to episode 176 of the always excellent Kitces & Carl podcast recently and they almost saw the light, got

We were speaking about flat, monthly fees with the MD of a percentage based firm recently (part of our job

We’ve written before about the problems with percentage-based charging — it misaligns the adviser’s incentives with the client’s interests and

We’ve long argued that percentage-based charging is the biggest flaw in the financial advice industry. In the UK, regulation has

We are big supporters of the flat fee adviser model (in fact it is the main reason for our existence)