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Published on: 06/09/2018

Should asset-based pricing models stay or go?

Karen Van Voorhis wants to transition her financial advisory clients away from an asset-based pricing model, but she knows that is easier said than done. Ms. Van Voorhis, a vice president at Sapers & Wallack in Newton, Mass., is like a growing number of advisers in that she recognizes the limits and challenges associated with asset-based pricing models.

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