NOT FOR REPRINT
Some Affluent Investors Still Prefer Commission-Based Advice
News May 30, 2025 at 02:24 PM
Share & Print
What You Need To Know
- Accommodating different preferences can create a lucrative pipeline for turning self-directed customers into fully advised clients, Cerulli suggests.
- Many banking customers prefer commissions due to the limited, often one-time service interactions they have as banking clients
- Discrete fee-for-service payments for services like financial planning can demonstrate the value of a potential advice relationship.
NOT FOR REPRINT
© Touchpoint Markets, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more inforrmation visit Asset & Logo Licensing.
Immediate Answers to Critical Tax Questions At Your Fingertips
Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts.
Get More Information