Posts Tagged ‘Portfolio management’

Money’s Worth by Kim Inglis: Examining account fee structures

Money’s Worth by Kim Inglis: Examining account fee structures

Investors pay fees for portfolio management, as they do for any professional service, but many are unaware of the variety of options regarding fee structure.  One of the most popular is the fee-based pricing model. According to PriceMetrix, fee-based structures are the preferred method of [Read more]

MONEY’$ WORTH: Flexibility Through Discretionary Portfolio Management

MONEY’$ WORTH: Flexibility Through Discretionary Portfolio Management

Since the 2008 financial crisis, active management has been a hot topic. Although many investors believe it to be the best approach for the current market environment, statistics don’t support that assumption. Standard & Poor’s S&P Indices Versus Active Funds (SPIVA) Scorecard found [Read more]

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