Financial Planning - April 2018

Talent wars are pushing compensation packages higher.

IBDs and regional firms are making the biggest changes, but RIAs have room for growth as well.

Demand for financial advisors is rising in Southern California, so to keep up with the latest trends, Halbert Hargrove engages in a compensation benchmarking study twice year.

Volunteer days and relocation bonuses are just some of the perks firms are offering their financial advisors.

As the financial planning industry nears a fee-only, fiduciary world, independent broker-dealers will face some important choices about their future business models.

After five changes to my pricing model in five years, I finally had a strategy that I had shunned when I started.

Before making any changes to the compensation plan, find out what your partners value most. You may be surprised how agreeable they are.

Find growth by using Maslow's hierarchy of needs to help set compensation policy.

Advisors and their clients may not yet realize how much the new regulations dramatically change their strategies.

Here’s how one firm structured compensation in a fair and completely open way.

Planners are torn on whether they should DIY or give outsourcing a try.

Independent advisors are closing in on the service capabilities of big wealth management firms.

Though largely replaced by the 1% of AUM model, performance-based fee structures are cropping up again — and that’s cause for concern.

Pairing a variety of Vanguard bond funds with an S&P 500 fund may help you rethink how to craft the classic 60% equity, 40% bond portfolio.

Compliance expert Alan J. Foxman explains why a 1035 exchange might trigger increased scrutiny.

Planner Matthew Boersen used youth to his advantage in appealing to older clients.