Morningstar%2c Inc.

Fund Fees Are Still Declining, But Not as Quickly as They Once Were

Investors saved an estimated $5.9 billion in fund expenses last year as the asset-weighted average expense ratio for all US mutual funds and exchange-traded funds ticked down to 0.34% in 2024 from ...
Yahoo Finance

Average Financial Planning Retainer Fee Surges 52% Since 2023, as Industry Accelerates Toward Planning-Led Advice

"The findings from this year's study reflect something we see every day at Envestnet | MoneyGuide – advisors are investing more deeply in planning relationships and pricing them accordingly," said ...
Institutional Investor

Fund Fees Are Increasing, But Investors Are Paying Less on Average Than Ever Before

Even while fund managers increase their fees, investors building portfolios are overwhelmingly choosing the cheapest options and paying, on average, less than ever before. Funds fees have been ...
Morningstar%2c Inc.

Fund Fees Are Still Declining—but at a Slower Pace

Investors are doing well for themselves when it comes to fees. Over the last 20 years, the average fee paid by fund investors has more than halved—from 0.87% in 2004 to 0.36% in 2023. Because fees ...
InvestmentNews

Advisors are raising planning fees fast — but repricing existing clients could be tricky

Financial advisors are charging more for planning services than they were three years ago, and the pace of that repricing is accelerating. But the data behind the headline points a tale of two client ...