Ep. #9: Performance Hurdles

CTAs often wonder if they should offer a performance hurdle in their incentive fee calculations, but performance hurdles are illogical given the performance expectations placed on CTAs. Listen to this episode to find out why performance hurdles unnecessarily and unfairly undermine CTA profitability, and what to do instead.

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Ep. #8: Can CTA customers deduct advisory fees?

If your customers can’t deduct their advisory fees, they’ll pay tax on trading gains that they don’t get to keep. Listen to this episode to learn why customers might not be able to deduct the advisory fees they pay to you, three strategies that can help your customers avoid this situation, and why these strategies may or may not work for your business.

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