Should RIAs Use Hurdle Rates? Pros, Cons, and Client Perception
Excerpt: Evaluating the use of hurdle rates by RIAs: benefits, drawbacks, and client views. Meta Description: Explore the pros, cons, and client perceptions of RIAs using hurdle rates in 2025-2030 to optimize investment performance and fee structures.
Hurdle Rate vs No Hurdle: How It Impacts Client Outcomes and Optics
Excerpt: Hurdle rate vs no hurdle: effect on returns and perception. Meta Description: Explore how hurdle rates impact client outcomes and optics, shaping investment strategies and performance transparency from 2025-2030.
Comparing Economics: SMA vs Model Portfolios vs Funds vs Subscription Strategies
**Excerpt:** Comparing economic factors: SMA, model portfolios, funds, and subscriptions. **Meta Description:** Explore the economic comparisons of SMAs, model portfolios, funds, and subscription strategies, highlighting cost, performance, and flexibility from 2025-2030.
Building Transparent Fee Illustrations for Prospects and Investment Committees
**Excerpt:** Crafting clear fee illustrations enhances trust with prospects and committees. **Meta Description:** Explore effective strategies for building transparent fee illustrations to improve clarity and trust with prospects and investment committees.
Fee Illustration Templates: Before/After Returns With Different Fee Structures
**Excerpt:** Analyzing fee impact on returns: before and after comparisons. **Meta Description:** Explore how varying fee structures affect investment returns using fee illustration templates, highlighting the true cost of fees on portfolio growth.
The Hidden Operational Costs of Performance Fees (and How to Control Them)
Excerpt: Unveiling the overlooked expenses tied to performance fees. Meta Description: Explore the hidden operational costs of performance fees and discover strategic approaches to effectively manage and reduce these expenses for sustained profitability.
Performance Fee Readiness Checklist for a New Strategy Launch
**Excerpt:** Performance Fee Readiness: Key Steps for New Strategy Launch **Meta Description:** Ensure your new strategy launch is performance fee-ready with our comprehensive checklist, covering compliance, documentation, and stakeholder alignment.
How to Set Minimum Account Sizes Without Losing Qualified Prospects
**Excerpt:** Balancing minimum account sizes to attract qualified prospects. **Meta Description:** Discover strategies to set minimum account sizes that maintain client quality without deterring valuable prospects, ensuring sustainable growth and retention.
Negotiation vs Standardization: When to Customize Pricing (and When Not To)
**Excerpt:** Balancing negotiation and standardization in pricing strategies. **Meta Description:** Explore when to customize pricing through negotiation versus standardization for optimal business outcomes in 2025-2030 market dynamics.
Term Sheets for RIAs: What to Include in Performance Fee Offerings
**Excerpt:** Key Elements of Performance Fee Term Sheets for RIAs **Meta Description:** Explore essential components to include in performance fee term sheets for RIAs, ensuring transparency and alignment with client interests.
Reducing Negotiation Cycles: A Framework for Pricing Exceptions
Excerpt: Streamlining pricing exceptions to shorten negotiation cycles. Meta description: Explore a strategic framework for reducing negotiation cycles by efficiently managing pricing exceptions, enhancing decision speed and profitability.
Managing Pricing Exceptions: Approval Workflow and Documentation
Excerpt: Streamlining pricing exceptions through structured approval and documentation. Meta Description: Explore effective strategies for managing pricing exceptions with clear approval workflows and comprehensive documentation to ensure transparency and compliance.