It is a fundamental duty of a fiduciary to ensure all forms of compensation are reasonable for the services being rendered. As such, it is essential that fees are:
- Evaluated as part of selection
- Benchmarked against similar options
- Regularly monitored
This sixty-minute webinar will cover the who, what, when, why, where, and how of monitoring fees and expenses, including:
- Why fees and investment expenses need to be closely monitored and how often
- What scrutiny fee transperency is currently receiving
- Where to look when evaluating expenses - three main fee areas
- How having a good handle on fees can be good for business
- Who offers reporting and benchmarking tools that you should know about