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.

Asset managers are seeking alternatives to standard mutual fund products.

Clients are paying about half as much to own funds as they were 20 years ago.

As the first woman to medal in both the Summer and Winter Games, Lauryn Williams knows a thing or two about pivoting into a new role.

After 30 years and a monster merger with Financial Engines, the firm is doubling down on its AUM fee structure.

It’s not the traditional client base of the aging baby boomer anymore, says the firm's head of technology.

The wealth manager recently introduced monthly fees. But, it's not for everyone.

Advisors need to be willing to take a financial hit for clients

Its premium offering will switch from an asset-based fee to a $30 monthly subscription.

Even as BDs transition from their commission roots, too many still treat advice as a liability.

The race to zero may be reaching its natural limits.