Fee disclosures

Only two out of nine firms included the total amount of money involved in revenue sharing — a practice critics say should be ended entirely — in their disclosures.

Four experts say that video training and giving the TLDR versions can go a long way to securing and keeping clients confident and engaged.

The industry conflict of interest takes many common, controversial or outright confusing forms. Here's what financial advisors and investors should know.

Shrinking fees and expanded service offerings are squeezing financial advisors. Cerulli research says the problem will only grow over the coming year.

Founder Steven Fox is asking for a flat $18,000 per year from planners to act as their RIA and platform provider to drive changes to fee models across the industry.

The Immersion conference seeks to boost the number of planners using alternatives to the traditional AUM fees one advisory practice — and attendee — at a time.

Out of more than 2,000 moves reducing prices over nearly 50 years, the company says this round represents the largest in its history.

FINRA charges restitution but forgoes punitive fines for the three firms after crediting them for cooperating in its investigation.

A government watchdog reports that Labor Department regulations haven't made much of an impact on the levels of disclosure and comprehension.

Planners Carolyn McClanahan and Dana Anspach discuss how the client expenses work for their advisory practices as more firms rethink their approach.