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 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 ...
Fee and commission financial planners (also referred to as fee-based) are generally compensated through a combination of fees and commissions. Some firms in this section might offer fee-only planning ...
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 ...
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, ...
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 ...
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I have $2M with an advisor and pay a 1% fee. Is that too high?
Paying a 1% annual fee to a financial advisor for managing a $2 million investment portfolio is pretty typical, but that ...
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 ...
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, ...
Jean Folger has 15+ years of experience as a financial writer covering real estate, investing, active trading, the economy, and retirement planning. She is the co-founder of PowerZone Trading, a ...
Explore the core functions of a financial advisor—from assessments to planning and guidance—to determine how they can support ...
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