Feeling Squeezed by Pricing Pressure? Here's What to Do.

Published on May 25, 2018
Feeling Squeezed by Pricing Pressure? Here's What to Do. Douglas Jensen Fri, 05/25/2018 - 09:44am

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If you’re feeling pricing pressure, you’re not alone.

At CFA Society Toronto’s Annual Wealth Conference this week, about two-thirds of audience members said they feel price pressure. (The question was asked and answered via smartphone, with responses tabulated.) In the current environment of low-cost online competition, that pressure comes as no surprise and will likely increase.

What’s a wealth manager to do?