2016 FOX Value Price Study: The Critical Link in Ultra-Wealth Market

Overview

We are pleased to announce that the 2016 FOX Value Price Study: The Critical Link in Ultra-Wealth Market is available for FOX members.

Key Insights found in this study include:

  • Advisors have lost at least some pricing power with prospects as fees quoted to prospective clients have dropped 17% since 2008 and 15% since 2012.
  • Among current clients fees have flattened-out, in large part, due to the difficultly advisors encounter in articulating value.
  • The report uncovers new strategies that forward-thinking advisors are beginning to use that better link value and price.

Please download this study and share it with your colleagues.

Research

Publish Date