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 ...

Can financial advisers who earn commissions on product sales give clients the best advice? For one professional, changing ...

Independent financial advisors are responding to shifts in pricing expectations and client service demands by revising their fee structures and expanding their offerings, according to new research ...

The wealth management industry continues to see a decline in commission revenue and a steady rise in the fee-based model, with more than 77% of compensation expected to be in the form of fees by 2026, ...

The AUM model is a straight percentage fee charged annually on the total value of the assets the advisor manages for you. It is the usual model used by wealth management professionals. AUM fees ...

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 ...

Choosing a financial advisor is a big decision. You may be trusting them with your money, your peace of mind, and your ...

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 ...

Asset-based fee compression among financial advisors is expected to escalate by 2026, according to new research from Cerulli Associates. Processing Content In a survey of financial planners, advisors ...

Explore the core functions of a financial advisor—from assessments to planning and guidance—to determine how they can support ...

Some financial advisors are paid by mutual fund companies for as long as their clients own their funds. Here's how it works.

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor ...