The changing fee landscape
The changing fee landscape will provide a detailed look at current research and share insights on fee trends. We will review the financial planning approaches and fee models of highly-successful advisors who provide comprehensive financial planning as a core client deliverable. Financial professionals will receive a comprehensive view of the prevailing financial planning fee models: AUM offset, flat fees, hourly fees, subscription fees, and hybrids. The goal of this session is to arm advisors with the knowledge of the mechanics and trade-offs for various financial planning fee models so that they may adopt the approach or approaches that best suit their practice, clients, and prospects.
For financial professional use only
Accept Terms Of Use
Thank you for requesting the pre-inception information. After you certify that you agree with the statements below, we will provide the relevant documents to you.
You are an institutional investor, a registered investment advisor, or a registered financial advisor as defined by FINRA Rule 2210(a)(4). This information will not be communicated, shared, or distributed to the public, an individual investor, or any person who does not meet FINRA's definition of an institutional investor. No part of this information may be reproduced or transmitted in any form or by any means.
If you have any questions, please call a John Hancock Investment Management representative at 800-225-6020. Thank you for your interest in John Hancock Investment Management.