Although AUM fees still dominate, other models — such as planning, subscription, monthly and hourly fees — are gaining traction, according to IN's goRIA panelists. By Mark Schoeff Jr. Carolyn ...

When clients think about taking out a loan, they likely picture borrowing money from a traditional bank or credit union. Those loans have their place, but lesser-known securities-based loans ...

Total client assets under management reached a record $514 billion, indicating strong growth and investor confidence. Fee-based client assets increased to a record $197 billion, demonstrating a robust ...

Although the U.S. is not officially in a recession, many consumers are already carrying the mental baggage of planning for one. A recent MDRT study on consumers’ opinions on a potential recession ...

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 ...

The company’s total client assets increased 8% year over year and 3% from the prior month’s level in May 2025, reaching $501.4 million. This is driven by market appreciation and the successful ...

The Tax Court addressed the proper treatment of an accounting firm’s distributions of “client-based” intangible assets, the capital accounting rules of Regs. Sec. 1.704-1(b)(2)(iv), and the tests for ...