Fee-based compensation

Smaller RIAs want to follow Schwab’s lead. Will the model boost diversity and attract younger clients?

Lower costs are “pushing down what has been the economic model of our industry,” the Schwab EVP says at the In|Vest conference.

Expense ratios associated with the new products range from 0.05% to 0.07%.

Since introducing an ongoing fee model, the platform has seen a 25% rise in account openings, according to the firm.

When pricing for your subscription services, lessons can be learned from the online streaming giant.

The combined AUM of the top 10 companies has soared by 60% to more than $770 billion over the past five years.

Ranking RIAs by AUM or number of employees is misleading.

The largest increases came from the only firms in the sector reporting jumps of at least 20% or more in 2018.

The firm agreed to “remove language that formed the basis of the alleged misrepresentations."

The firm is “looking to aggressively compete” by lowering and simplifying the fees on its advisory platforms, a top executive says.

Mainstays of the sector like Commonwealth, Cambridge and Northwestern Mutual are contributing to it, but smaller firms are also driving change.

Finding the right mix of tools can be daunting, says the firm’s director of financial planning.

This interactive tool provides the full collection of data from Financial Planning's 34th annual study of the largest firms in the space.

Younger investors tend to have limited assets, but that doesn’t mean their advice needs are simple.

When the board's new Code and Standards take effect in October, fee-only advisors will be expected to step up their compliance operations.

Experts grappled with the industry's biggest disruptors at the investment information giant's annual conference.

There is no secret formula but there are some time-tested calculations that can reveal a firm’s productivity, or lack thereof.

It’s not hard to envision Gen X advisors finally achieving things that many of us hoped would happen a decade or more ago.