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Download the 2025 Fee-for-Service Industry Trend Report

How is the fee-for-service model evolving? What benchmarks should you be measuring against? Where is the industry headed next? Our annual Fee-for-Service Industry Trend Report has the answers.

Packed with exclusive data and insights from leading firms, this report gives you a clear picture of where the industry stands, and where it’s going.

What's inside?

Key benchmarks for pricing, adoption, and client engagement
Key benchmarks for pricing, adoption, and client engagement
The latest trends impacting advisors and firms like pricing, marketing, technology, and more
The latest trends impacting advisors and firms like pricing, marketing, technology, and more
Expert perspectives on what’s next for fee-for-service financial planning
Expert perspectives on what’s next for fee-for-service financial planning

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