Understanding MERs

June 23, 2016 Advisor Marketing Materials 0

With CRM2 coming into effect this Summer, all commissions including sales charges, trailers, and MERs, will be disclosed on client statements. It's a great time to remind your clients and jog their memories on mutual fund fees.

To help you with the conversation, click the link below to access a client-friendly piece on MERs.

Understanding MERs

Also check out The Value Of Advice piece under Advisor Articles for tips on how to start the conversation.