As previewed, below we examine several management fee offset-related SEC enforcement actions (a topic we have previously written about). Although the summaries also highlight certain remedial actions ...

Flat‑fee financial advisors offer transparent pricing and predictable costs—here’s how to evaluate them Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money writer at ...

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.

Apollo Investment Corp., a business development company tied to private equity firm Apollo Global Management, has overhauled its fee structure, reducing the management fee from 2 percent of assets ...

In-person client presentations have taken a hiatus in the last year plus, but when they were occurring, the question, “Are you seeing a lot of management fee lines these days?”, would always come up.

Across the financial planning industry, the multidecade transition away from commissions and toward asset-based fees has made such fees a staple of wealth management that’s commonly promoted as ...

Investment managers are pushing costlier active ETFs with a record number of launches in 2025.

Plenty of investors miss out on the huge yields (often north of 8%) that closed-end funds (CEFs) offer. There’s one simple reason why: They get way too hung up on management fees. We’re going to look ...

Fees are how advisors make their money from clients, and while there are several ways advisors can structure fees, there’s one structure in particular that seems to be trending. A recent Advyzon study ...

Tina Hohman, executive vice president of wealth management at Alera Wealth Services, and Gary Pittsford, chief valuation officer at Castle Valuation Group, have seen RIA fee models begin to change.