Key Findings From E*TRADE’s Annual Stock Plan Participant Survey

POSTED ON December 30, 2019 BY Bill Dillhoefer

Here are the key findings from the E*TRADE 2019 survey of stock plan participants. Stock plan benefits drive participants’ perception of ownership and recognition: 59% say “my stock plan provides me with a sense of ownership in the company” 59% believe “My contributions to my company’s performance are acknowledged through the equity grants I receive“ […]


How to Choose From the Six Ways to Price Your Services

POSTED ON December 27, 2019 BY Bill Dillhoefer

by Patrick Brewer, CPA, CFA How your firm prices its services is about more than just boosting profit margins. The right fee structure is vital to client satisfaction and your long-term success. Fees have always been a hot topic in this industry. However, with trading commissions getting slashed to zero, the rise of passive managers […]