Bridging the Trust Divide

This original whitepaper by State Street Global Advisors and Knowledge@Wharton explored key elements of trust in the advising relationship at a time when discussion of these issues was in its infancy. Jim offered commentary on the research findings plus a down-to-earth set of recommendations about the highly-charged area of fee discussions, an area where many advisors fall short.

State Street International Re-issue

State Street Global Advisors updated and reissued its industry-leading 2007 monograph Bridging the Trust Divide in the Australian financial planning market, with commentary by several prominent Australian advisors. Jim’s seminal work on conducting skillful fee discussions remains a core part of the conclusions and recommendations.