Fee-based compensation

The impact of commoditization, fee compression and consolidation on RIAs in 2018 cannot be understated.

Firms with over $250 million in AUM are unbundling more service offerings, a new study shows.

Comparing trading prices alone may not be enough.

Investing fees have fallen for the past few years and there may be no end in sight.

Wholesalers have taken a new tack for a group leery of sales calls, regulation and litigation.

If an acquisitive advisory firm doesn’t perform due diligence on the seller’s fee structure, headaches are guaranteed, Michael Kitces writes.

The firm aims to maximize its value to advisors, but observers caution that it faces big challenges.

A Michigan CFP is deluged after a Trump aide with the same name pleads guilty as part of Justice Department special counsel Robert Mueller’s investigation.

State administrators find reason for scrutiny in advisors’ increasing use of flat fees.

Armed with private equity capital, Carson Group rebrands and will become an aggressive M&A player, outsource provider and breakaway recruiter.

Give life advice and charge accordingly, says United Capital's Joe Duran.

The big custodian chose a 35-year company veteran to take over the long-vacant position.

The founders of today’s most successful advisory firms won’t change because of an “invisible scar,” says columnist Bob Veres.

From fees to geography, here are some of the best ways to attract and keep high-net-worth investors.

Let's have a robust discussion about how to improve outcomes for clients, but let's stop inventing bogus reasons why we shouldn't look after their best interests.

Blue Moon Wealth Advisory becomes the eighth major purchase for the RIA in the past 18 months.

Will young RIAs lead the profession’s second uprising against the established status quo?