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 ...

When it comes to advisor fees, there are two numbers to keep in mind: 1% and 0.02%. The first is the average fee that financial advisors tend to charge. If you are looking for comprehensive financial ...

Financial advisor fees are not tax-deductible now, but there are still tax benefits from working with an advisor.

In what could be a sign of the times for the advice space, a new report by AdvicePay shows an uptick in what financial advisors charge for fee-based financial planning services. Drawing from more than ...

Derek Tuz finds that he just can't get clients very engaged in comprehensive financial planning unless they pay for it with an additional fee. Processing Content The owner of Aegis Financial Partners ...

Within the financial advisory industry, there’s plenty of debate about whether the fee-only model is always best for clients. That’s a separate question from adhering to the fiduciary standard, which ...

Financial planning firms have largely shifted to a fee-for-service model as they seek ongoing planning relationships with more predictable, recurring revenue, according to a report by payment ...

Not everyone has the time to become a DIY financial planner, or perhaps you want a second opinion from an expert. Here's how ...

Understand how payment structures affect costs, incentives and transparency when working with financial advisors ...

Before you agree to work with a financial advisor, you need to understand exactly how they’re compensated. If you’re afraid you’ll seem rude by asking, don’t worry: Your advisor is required to ...

Asset-based fee compression among financial advisors is expected to escalate by 2026, according to new research from Cerulli Associates. Processing Content In a survey of financial planners, advisors ...

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 ...