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When Obfuscation Backfires

When Obfuscation Backfires

October 5, 2015

by Dan Solin

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.

Many advisors are familiar with troublesome questions from prospects. Here are some examples:

  • How do you justify your fees?
  • Why should I pay the same fee every year when most of your work is up-front?
  • Wouldn’t I be better off with a robo-advisor?
  • My bonds don’t earn any meaningful returns. Why should I pay you to manage that portion of my portfolio?

Sometimes these questions go into the technical aspects of investing:

  • What is “factor loading”?
  • ...