by agoraweb | Dec 31, 2023 | Know Your Product, Performance
Know Your Product December 31, 2023 Update Performance Agora’s Managed Solutions fall within the definition of a model portfolio within client focused reforms. As such KYP obligations are at the “portfolio” (product) level and not the underlying fund level. This is...
by agoraweb | Nov 24, 2023 | Managed Solutions
Talking to your clients about fees Working with Agora allows advisors to transition from embedded commissions to an advisory fee-based compensation model. A fee-based practice sets the stage for you to have open and transparent discussions with clients about the...
by agoraweb | Nov 24, 2023 | Managed Solutions
Maximize the benefits of Managed Solutions – one step at a time. As financial advisors, we often extoll the virtues of Dollar Cost Averaging to clients, encouraging them to set-up a regular PAC (or two) into their investment portfolio. Yes — It’s a simple,...
by agoraweb | Sep 19, 2023 | Managed Solutions
No. 1 Top Tactic of High Performing Advisors: Managed Solutions Managed Solutions can boost growth and increase income and reduce costs. A recent survey* of 750 advisors using Managed Solutions found some incredible results. 91% reported growth in total assets. 81%...
