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 company's seventh Industry Content Series white paper titled Performance Net of Fees Vs Gross of Fees: Are We Doing it Right? "When faced with the myriad of options available in performance reporting systems," said Chris Hastings, CEO of Sapphire ...
Source: prnewswire.com