CLS Investments, LLC (“CLS”), a third party money manager and a leading manager of exchange traded fund (“ETF”) portfolios released the latest white paper in its Advisor IQ series today, Making the Switch: The Benefits of Moving to a Fee-based Model. The white paper extrapolates trends based on reported findings from Cerulli that highlight a broader trend among advisors to move from commission-based to fee-based models.
“At CLS, we have a front row seat to the industry’s top advisors, which allows us the ability to see how industry trends are born and continue to evolve,” said CEO of CLS Investments, Todd Clarke. “We’ve developed this white paper as part of our Advisor IQ series to encourage an open dialogue around how professionals in our industry can make strategic business development goals that simultaneously benefit their clients.”