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A recent report by Cerulli found that more than one-third of affluent investors said they prefer fee-based planning. But advisors on the ground say clients are often confused about fee-related labels and need help understanding pricing models.
June 4
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Experts say that there are pitfalls, rules and procedures that departing financial advisors should know. Problem is, too many act first and consult lawyers later.
June 3
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Paul Algreen, the executive managing director and chief technology officer at Cresset Capital in Chicago, took the opportunity to turn the firm's tech stack from a "blank slate" to the scaling juggernaut it is.
June 2
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Social Security claims are up, suggesting retirees are worried about the program. We asked advisors if the economy and solvency of the program have them changing their strategies.
May 30
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UBS continues to lose larger advisory teams after making changes to compensation policies last year. Meanwhile, Ashton Thomas and LPL both score advisory teams.
May 30
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The flow of financial advisors to the independent channels is certainly accelerating. But the traditional brokerage giants still offer advantages for some teams.
May 27
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Also this week, LPL picks up teams from Cetera and Ameriprise and Stifel draws from Merrill
May 22
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As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.
May 21
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That giant question could bring any number of different answers based on a variety of factors. Here's how four experts break it down.
May 21
