A recent report by research firm Cerulli Associates found that affluent clients are most interested in fee-based planning models. The survey found that 36% of affluent investors say they prefer ...
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 movement towards fee-based compensation isn't losing steam anytime soon – in fact, it's only set to gain momentum. That's according to a new report from Cerulli Associates, which projects more ...
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 ...
Finding the right financial adviser for retirement planning can save you time and money in the long run. A good adviser can ...
Fee-only financial planners are compensated based on an hourly rate, a flat rate or a percentage of assets and/or income, not by commissions. Firms in the fee and commission section of this List might ...
This story is the fifth in a series Financial Planning Chief Correspondent Tobias Salinger is writing on how to build a successful RIA. Here are the previous stories in the series: When should a ...
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 ...
To avoid unnecessary fees, start by asking your adviser how they’re paid. “That answer will give you clues about where to ...
We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best ...
Fees have long been heralded as the preferred way to dispense financial advice ever since the Tully Commission recommended it as a “best practice” in a report to the SEC in 1995. As the chart below ...
Explore various fee structures associated with hiring a financial advisor in 2025 Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for Buy ...
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