2012 Fee Disclosure: Finally

2012 will forever change the way fees are charged in the financial industry! Not. What will change is the disclosure of the fees when a broker attempts or consummates a sales relationship. Effective immediately, all fees and expenses must be disclosed in any sales presentation. I think this is a good idea and I am all in favor of fee disclosure at any level.

By |2020-04-13T17:49:31+00:00September 28th, 2012|Financial Planning|