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Updated by Kathy Waite on Apr 14, 2017
Headline for At last the truth about investment fees 2017 CRM2
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At last the truth about investment fees 2017 CRM2

Investment companies have been dragged kicking and screaming into 2017 forced to disclose their fees. Its been a half job, they disclose commission not total cost and performance but not against a bench mark so its hard to tell if you did well for the cost. Its not just about $ its about value for money. Do you feel looked after? Does your advisor take you seriously or brush off your concerns?

$432,000 or $762,000

Which would you rather have? $432,000 from the average mutual fund or $762,000 from a 1% fee only advisor?
Run out of money at 79 or 93?
Get in touch k@yournwm.ca 306 535 2255

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kathy waite , fee only financial planner, fee for service, retirement , fees, investments Saskatchewan, money coach

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Most investment shops reward managers for short-term results, and few consider risk-adjusted returns.
The investment industry has arguably deemed risk-adjusted returns as the best measure of portfolio manager skill. However, most investment firms focus on total returns when determining manager bonuses. In fact, of the firms included in the exhibit, only AllianceBernstein, Eaton Vance, T. Rowe Price, and TIAA consider risk-adjusted returns when measuring their portfolio managers.

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He is so funny! Cooked or raw chicken

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