Choosing the right financial advisor can help secure your future. This article tackles common fee structures to help you make ...
When we first launched the XY Planning Network in 2014, our vision was to expand access to financial planning for Gen X and Gen Y clients by championing a new financial advisor business model: getting ...
My advisor charges a 2% fee for financial advice. He does not provide tax advice. My portfolio is currently worth around $850 ...
It can be confusing to know how or why to charge financial planning fees. If you don’t understand the value of the wisdom you’re providing, how can you put a monetary value on your advice and expect ...
Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for ...
This week, the wealth management platform that took the concept of fee-for-service financial planning from undesirable to undeniable is celebrating a pair of major milestones that show how much the ...
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 ...
Financial Conduct Authority data shows financial advisers are charging up to 3%. Here is how you know if you are getting ...
In what could be a sign of the times for the advice space, a new report by AdvicePay shows an uptick in what financial advisors charge for fee-based financial planning services. Drawing from more than ...
While many financial advisors focus on investments, some can also help you with holistic financial planning including planning for retirement, saving for a child’s college tuition, planing your estate ...