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Paramount Wealth Management
The Adviser Pricing Models Research Report second edition is an in-depth study into the fee models used by financial advisers around Australia. Expanding on from our world-first research released in 2009, this second edition unveils information collated from 433 financial advice businesses. Discover what models are being used, how much advisers are charging, the challenges they faced and how they overcame them. We revisit 5 business models that were featured in the first edition to see how their models have evolved, and we feature ten new business models. There is information on pricing insurance, stockbroking, financial planning from a wide range of licensee sizes, and those located within accounting practices.
This report is only available in hard copy and includes invaluable information for anyone who is looking to create, or revise their pricing model. To gain further insight into what is included in the research, click here to read the Introduction and Summary of Participants.