Fee-based compensation

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.