Guest Expert: Chris Hastings,Here are ideas that the attendees learned from Chris and Hans:
I liked the confirmation of why we should NOT use average daily balance billing. Especially since w...Trusted by 1000+ Financial Advisors
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| I liked the confirmation of why we should NOT use average daily balance billing. Especially since we were considering that. I also appreciate clarity on the PTE-2020-02 issue. |
| Average vs daily balance billing basis |
| The new DOL rule was a bit of an eye-opener. |
| While there are different ways to bill clients, the adviser has to be pretty consistent. Otherwise, the clients may become confused, and therefore leave. And the regulators will want consistency, as well, for their own reasons. |
