Fee-based compensation

The No. 7 IBD has unveiled five new internal classifications for practices in an effort, it says, to boost the customization of its services for advisors.

Shifts in the annual ranking of the nation's independent broker-dealers show how pressure on IBDs is intensifying.

This interactive tool provides the full collection of data from Financial Planning's 33rd annual study of the largest firms in the space.

Five members of the network will receive the scholarship each cycle.

The industry research organization LIMRA sees reasons for optimism despite flat overall sales figures in the first quarter.

How can the industry find organic growth again? And where will the next generation of advisors come from? Bill Willis tackles both challenges, and discusses how they will affect compensation, as we elaborate on the issues discussed at our Recruiters Roundtable.

A fee-only insurance advisor shared the tricks of the trade to a room full of skeptical NAPFA advisors.

Knowing how to price your services may seem like a dark art, but a few simple calculations yield revealing answers.

As sales of LTC insurance plummet, combination products — annuities with LTC riders — are picking up some of the slack, serving as a useful alternative for some clients.

Is hourly and standalone planning misguided? This advisor says yes.

The itemized deduction for investment fees may have been eliminated, but clients still need guidance on paying IRA expenses. Here's what to tell them.

The commission's frequently asked questions come six weeks ahead of the deadline to self-report placing clients in high-fee share classes.

The No. 1 IBD announced the new NTF offerings and additional flattened prices for its corporate RIA.

Financial advice sometimes is — and isn’t — deductible.

"I still feel like NAPFA is one of the best kept secrets in the planning world and we want to change that," NAPFA CEO Geoffrey Brown says.

The downward trend in the supply chain is already prompting major changes, and it could soon spill over to advisors’ practices.

The “breadth and depth of relevant resources” from the home office serve as a critical differentiator, Cerulli says.

The commission's new risk alert focuses on fees and expenses and amplifies its focus on disclosures and compensation structures.

The new fee system will impact more than 800,000 customers.

Planners have a natural incentive to be narrow-minded when it comes to investment opportunities. Sometimes it’s better to look for reasons to selectively say yes.