Marketing retainers are commonplace and stand as an alternative to project-based work. A retainer arrangement has many benefits for both the agency and client. A marketing retainer is a long-term ...

Fee-based financial planners are often under pressure to reduce their prices. That's especially challenging when planners must compete against big firms such as Vanguard and Fidelity, which have the ...

That's especially challenging when planners must compete against big firms such as Vanguard and Fidelity, which have the scale to offer investments at lower price points than smaller registered ...