Updated Disclosure Guidance INTERACTIVE ANALYSIS TOOLS (Ex: Hidden Levers or Riskalyze) Many interactive analysis tools utilize hypothetical or back-tested performance to provide a comparative analysis of a client or prospect’s existing portfolio ...
This addendum is used to have clients sign off on the exclusion of specific advisory accounts from the Aggregate Billing Value (ABV) calculation used to determine breakpoints for tiered or linear fee schedules. For more information on Mutual's policy ...