03/13/2017

Traditional Advisor Business Model Will Not Last

As an example of a model which he thinks works, Lohr points to investment management firm First Ascent Asset Management, which charges a flat $500 fee regardless of the size of assets managed in 10 portfolio models that can be mixed together.

03/10/2017

Lessons from the wealthy

Head of RBC Wealth Management says even the ultra-rich are very disciplined with their finances.