Fees and Expenses: Everything is Becoming More Granular
Join Steven D. Bortnick, a partner in Pepper Hamilton's Tax Practice Group and Investment Funds Industry Group, and Julia D. Corelli, a partner and co-chair of the Funds Services Group, for insights from the 2018 pfm Fees and Expenses Benchmarking Survey and more.
Key topics will include:
- What has changed and what is the same with fees and expenses?
- Areas of scrutiny by investors and/or regulators
- Driving forces behind industry standardization
- Impact of tax reform on the deductibility of fees and expenses.