Penn State Behrend Finance Program转发了
Associate Director for Corporate Outreach and Research at Penn State Erie, The Behrend College
This is one reason why I think that the RIA business model is the wave of the future. They are the disruptors.
Advisors who rely on recurring revenue sources, like AUM and retainer fees, report higher wellbeing than those who depend on transactional revenue, such as hourly/project fees and commissions. https://bit.ly/47TL6mn In the Kitces.com report on advisor wellbeing, we explain that this difference is not due to the fee structures themselves but rather to underlying factors: advisors in the latter group are more likely to work at startups, have less experience, and report lower levels of job effectiveness. Want to learn more about advisor wellbeing? Check out our report, "What Actually Contributes to Advisor Wellbeing" in the link below.