Michael Kitces and Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client ...

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 ...

Discover how financial advisors earn their income through base salaries, commissions, and fees. Learn the differences between ...

The fees can be legal but the lack of clear, upfront explanation creates confusion, and that’s where clients often lose money ...

As investors seek more from their advisors outside of basic asset management advisors are changing their fees to meet the demand for extra services, according to management specialists. Advisors have ...

The modern plan adviser can use multiple options to meet plan sponsors’ personalized needs. Today’s retirement plan advisers can generally charge plan sponsors based on what the sponsors choose from ...

The traditional model for financial planning and wealth management firms is straightforward: the client pays to work with a broker-dealer or investment advisor to provide recommendations and manage ...

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 ...

Trust is an obvious component of a successful relationship between an advisor and a client. But there are some areas of the relationship where advisors may be jeopardizing that trust, and without even ...

The company’s total client assets rose 7% year over year in April 2025 to $485.6 million, attributed to market appreciation and the successful recruitment of financial advisors. Despite market ...