Fee compression has become a major challenge for the wealth management industry. This StockOpter overview video explains why financial advisors now need to provide clients with specialized and sophisticated advice instead of just portfolio management. One such discipline is assisting clients that receive stock-based compensation from their employers.
Here’s how financial advisors can beat fee compression and justify their fees by providing equity compensation guidance using the StockOpter applications. Click theses links for detailed information about StockOpter.com and StockOpter/Pro.
November 2021: StockOpter.com now includes multi-year tax and cash flow modeling functionality for comparing and optimizing equity compensation strategies. See the press release for additional information.