Are investment management fees tax deductible? No, they aren’t – at least not until 2025. The Tax Cuts and Jobs Act (TCJA) enacted major changes to what investors can and cannot claim on their tax ...

New research from Cerulli points to a number of drivers behind the acceleration in asset management fee compression, tied to improved automation and stronger competition; the research and analytics ...

The implementation of the Tax Cuts and Jobs Act (TCJA) in 2018 has introduced major changes in terms of what investors can and cannot deduct from their tax returns. Among the most notable omissions ...

Discover what a wrap fee is, how it works, and its pros and cons. Learn whether this annual fee suits your investment needs and what services are included.

VCs often use the shorthand phrase “two and twenty” to refer to the 2% of annual management fees a venture fund might take and the 20% carried interest (or “performance fee”) it would charge. In a ...

Less than a year after Vanguard hired its first outsider CEO, the firm announced its broadest fee cut ever, shaving the expense ratios of nearly 90 open-end mutual and exchange-traded funds and saving ...

Without a doubt, money is the primary driving factor in private equity and hedge funds. Lucrative fees are paid to talented fund managers by investors eager to earn high returns on their investments.

Performance-based fees have made their way into a small crop of mutual funds in the past couple of years, as investors have begun scrutinizing fees and fund boards look to align the interests of fund ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Dr. JeFreda R. Brown is a financial consultant, Certified Financial Education Instructor, and researcher who has assisted thousands of clients over a more than two-decade career. She is the CEO of ...

Advisors who used a fee-for-service model charged more for their services in 2023 than the prior year, according to a recent AdvicePay study. The 2024 AdvicePay Fee-for-Service Industry Trend Report ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...