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 ...

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 ...

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 ...

Q: Our agency specializes in high-end leisure sales to high net worth clients. I have read that some agencies have annual "retainer agreements" with their clients. They charge a flat fee per month or ...