When we first launched the XY Planning Network in 2014, our vision was to expand access to financial planning for Gen X and Gen Y clients by championing a new financial advisor business model: getting ...

Acknowledging the need for and value of professional guidance in the long-term management of investment assets, the Internal Revenue Code allows investment advisory fees to be deducted as IRC Section ...

This is what you can expect in exchange for a 1% fee ...

Flat‑fee financial advisors offer transparent pricing and predictable costs—here’s how to evaluate them Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money writer at ...

Check back weekly for the next story, or find the pieces by following Salinger on LinkedIn. The fees collected by financial advisors can often start healthy, passionate debates within the profession, ...

The movement towards fee-based compensation isn't losing steam anytime soon – in fact, it's only set to gain momentum. That's according to a new report from Cerulli Associates, which projects more ...

The wealth management industry's traditional fee model is blocking more financial advisors from providing valuable tax and estate planning services to clients, according to Steve Lockshin. Processing ...

Commission-based revenue has already fallen to 23% of average adviser earnings and is expected to drop further to 17% by 2026. In response, advisers are diversifying pricing models to meet a range of ...

Founded by a PhD in personal financial planning with expertise in women’s finance, BWF focuses on helping women take charge of their financial futures. My mission is simple: Educate, inspire, and ...

It’s important to understand an advisor’s investment process. There’s no one “right” approach. What matters is consistency, ...

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor firms to help retirees select a firm that could best connect them with a ...

Buy Side evaluated some of the best financial advisory firms to find companies offering flat-fee services. Some firms offer flat-fee investment management, but AUM fees tend to be more popular for ...