by Simplicity Solutions | Jul 16, 2015 | Insights
With over 250 strategies to choose from on the Simplicity Solutions Platform, Advisors often ask “What strategies should I use?” Obviously, allocation decisions require a lot of follow up questions like, “What is the client’s risk profile?” or “What is their return...
by Simplicity Solutions | Jun 18, 2015 | Insights
An important consideration when opening an account is whether to select Transactional Based Pricing (“TBP”) or Asset Based Pricing (“ABP”) for the custodial fee. Transactional Based Pricing is a fee charged for every trade made in the account...
