Fee-based compensation

The custodian is introducing a subscription fee and zero-commission model for advisors.

“The only reason why I could see them doing that is shame,” one critic says of the move; the board calls it an important shift in the conversation about fiduciary care.

RIAs already on the platform can stick with the old pricing model or transition to the new one.

When financial advisors consider both the hard-dollar and time investments required to land quality leads, everyone benefits.

Faced with the retention risk from the RIA-only channel, firms are trying to alter their company cultures and questioning traditional approaches.

For years, I helped clients make choices that improved their happiness and work-life balance. Why wasn't I doing the same for myself?

The custodian has made three big announcements. The connection between the three may not be obvious, but together, they indicate what I think could be a brilliant strategy.

Our industry is one of the few that’s barely experienced pricing pressure ... so far. Here's how to assure you keep providing value to clients.

SEC-mandated disclosures for dual registrants could put clients off brokerage options, some suggest.

As Bob Dylan once sang, “the times they are a-changin.”

In five bite-sized offerings, Chairman Jay Clayton fails to tell the public what it needs to know about RIAs vs. brokers.

There’s a showdown looming between financial advisors and the custodians that safeguard their clients’ money. It’s been brewing for some time, and the move by Charles Schwab on Tuesday to offer commission-free trading makes the clash all but inevitable.

The annual “evolution revolution” report and an analyst’s overview show how fiduciary advice is reshaping wealth management.

Alternative compensation structures may provide more consumer protection, and drive higher client satisfaction.

The departures mean my practice is losing thousands of dollars in revenue — for now.

Reports of the death of fiduciary differentiation have been greatly exaggerated, contends fiduciary advocate Knut Rostad.

RIAs need to review fee flexibility, target markets, value and branding.

James Gorman dismissed any speculation after the unit posted record revenue and pretax profit in the second quarter.