Investment Insights

Latest Investment Insight - 10/26/18

A Macro View – Value, Soon To Be In Vogue?

Investors continuously look for an edge, seeking to maximize returns relative to risks. Favored strategies change cyclically, or trend during certain market environments, but one has always been in style: value investing. Value investors attempt to find underpriced stocks relative to fundamentals, and often examine valuation ratios or use a discounted cash flow model to uncover them...

05/01/17

In this edition of Envestat, we examined average client and advisor fees over the past three years by account size and distribution channel to answer some key questions:

• How significant is the fee compression?
• Does fee compression differ based on the size of the account?
• How are various wealth management distribution channels affected by fee compression?

04/28/17

While much has been assumed about fee compression in the investment advisory space, there has been little data available to help financial advisors and wealth management firms truly understand the marketplace. Guessing blindly about pricing trends has often led advisors to be concerned they are charging fees that are too high whereas firms may assume their financial advisors are charging submarket fees.

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