For some wealthy families, the allure of “low fees” can be irresistible. After all, who doesn’t like paying less? But when it comes to managing complex, multi-generational wealth, what looks like ...

My advisor charges a 2% fee for financial advice. He does not provide tax advice. My portfolio is currently worth around $850,000. Does this fee sound appropriate? – Tim Without knowing the full scope ...

With the rise of the robo-advisor – and FinTech more generally – all aiming to drive down the cost of investing for consumers, more and more have questioned whether the ‘traditional’ 1% AUM fee will ...