A recent report by research firm Cerulli Associates found that affluent clients are most interested in fee-based planning models. Processing Content The survey found that 36% of affluent investors say ...

While a growing share of affluent investors say they prefer fee-based financial advice, many still opt for other compensation models, according to new research from Cerulli Associates. Cerulli’s ...

While fee-based financial planning has won over many wealthy investors, some clients, especially the more self-directed ones, still prefer commissions and no-fee platforms, according to a report by ...

What you pay for financial advice is secondary to the true value you receive, which is why the structure of your financial ...

Apologies for the cliché, but this quote 100% describes how my partner and I got the idea to start a fintech company to allow advisors to easily and compliantly charge their clients for financial ...

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known ...

Raymond James Financial Services, which grew to a record 3,909 brokers in 2000, projects to increase at an average rate of 500 brokers per year over the next three years, according to Tony Greene, ...

Commission-based revenue has already fallen to 23% of average adviser earnings and is expected to drop further to 17% by 2026. In response, advisers are diversifying pricing models to meet a range of ...

Check back weekly for the next story, or find the pieces by following Salinger on LinkedIn. The fees collected by financial advisors can often start healthy, passionate debates within the profession, ...

Myrtle Beach-based fiduciary firm helps pre-retirees and retirees build structured retirement income plans and manage ...

Flat‑fee financial advisors offer transparent pricing and predictable costs—here’s how to evaluate them Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money writer at ...

If you are willing to consider the importance of a financial plan, despite likely disruptions, the immediate challenge is ...