Rachel F. Elson
Former Editor-in-ChiefRachel F. Elson is a former editor-in-chief of Financial Planning.
Rachel F. Elson is a former editor-in-chief of Financial Planning.
About a quarter of fee-only advisory firms we surveyed in February said they had changed their fee structure in the past year (as did 20% of all independent firms). So what did they do? We combed through respondents' individual comments to identify several of the changes firms have made.
Psychological experiments at the University of Georgia offer a pair of clear takeaways for advisors facing prospects.
Changes in both demographics and tax laws require a massive rethinking of estate planning strategies. Here are a few of the minefields that planners should avoid.
As economic landscapes shift, RIAs are going to need to rethink the ways they charge clients and deliver service.
The pace of RIA dealmaking has leveled off over the last few years, with no increase in the number of deals over the previous year and aggregate AUM acquired ticking up only slightly to $47.4B from $43.7B, according to new data from Schwab Advisor Services.
'Adviser' vs. 'advisor': A conversation with one regulatory expert raises questions about the ways that RIAs brand themselves to clients.
Next-generation advisors, next-gen clients and next-gen technology are at the heart of TD Ameritrade's newest programs for advisors.
A pair of sessions at the FSI OneVoice conference focused on recruiting and retention challenges facing IBDs, many of which center on hybrid or dually registered RIAs who are edging toward greater independence.
Changes to the RIA Leaders rankings illustrate a hard truth about the industry.