Are investment management fees tax deductible? No, they aren’t – at least not until 2025. The Tax Cuts and Jobs Act (TCJA) enacted major changes to what investors can and cannot claim on their tax ...

Discover what a wrap fee is, how it works, and its pros and cons. Learn whether this annual fee suits your investment needs and what services are included.

Choosing the right financial advisor can help secure your future. This article tackles common fee structures to help you make ...

Without a doubt, money is the primary driving factor in private equity and hedge funds. Lucrative fees are paid to talented fund managers by investors eager to earn high returns on their investments.

The implementation of the Tax Cuts and Jobs Act (TCJA) in 2018 has introduced major changes in terms of what investors can and cannot deduct from their tax returns. Among the most notable omissions ...

VCs often use the shorthand phrase “two and twenty” to refer to the 2% of annual management fees a venture fund might take and the 20% carried interest (or “performance fee”) it would charge. In a ...

Paying a 1% annual fee to a financial advisor for managing a $2 million investment portfolio is pretty typical, but that ...

New research from Cerulli points to a number of drivers behind the acceleration in asset management fee compression, tied to improved automation and stronger competition; the research and analytics ...

Within the financial advisory industry, there's plenty of debate about whether the fee-only model is always best for clients. That's a separate question from adhering to the fiduciary standard, which ...

British Smaller Companies VCT ( ($GB:BSV) ) just unveiled an announcement. British Smaller Companies VCT plc and British Smaller Companies VCT2 ...

Advisors who used a fee-for-service model charged more for their services in 2023 than the prior year, according to a recent AdvicePay study. The 2024 AdvicePay Fee-for-Service Industry Trend Report ...

Less than a year after Vanguard hired its first outsider CEO, the firm announced its broadest fee cut ever, shaving the expense ratios of nearly 90 open-end mutual and exchange-traded funds and saving ...