Panoramix Asks: Do Advisors Report to Clients Properly?
Share this article Share this article EAGAN, Minn., Jan. 19, 2021 /PRNewswire/ -- Panoramix, an innovative advisor technology platform focused on performance reporting and billing, directly challenges whether financial advisors are serving their clients best interests by the manner in which they handle fees in their performance reporting with the companys seventh Industry Content Series white paper titled Performance Net of Fees Vs Gross of Fees: Are We Doing it Right? "When faced with the my...
Chris Hastings Sapphire Software Services Inc Sapphire Software Services Industry Content Series Performance Net Fees Vs Gross
Source: prnewswire.com