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Articles tagged "Doug Trott"

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Doug Trott: It'd be premature to share names, but we have dialogues going with three of the custodians.

Morningstar gives advisors a glimpse of fees RIAs are charging clients using PriceMetrix data

Price histories of 20,000 advisors are now at the fingertips of many Advisor Workstation users

April 2, 2012 at 3:44 PM
Doug Trott: if you hold the line and don't lower your prices when the market goes down you can still keep your clients.

Slashing fees to clients in tough times won't help your business, study says

PriceMetrix survey covering advsiors with $900 billion AUM shows clients are mostly attuned to trustworthiness, not basis points

September 20, 2011 at 3:41 AM

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