A recent report by research firm Cerulli Associates found that affluent clients are most interested in fee-based planning models. The survey found that 36% of affluent investors say they prefer ...

Independent financial advisors are responding to shifts in pricing expectations and client service demands by revising their fee structures and expanding their offerings, according to new research ...

The AUM model is a straight percentage fee charged annually on the total value of the assets the advisor manages for you. It is the usual model used by wealth management professionals. AUM fees ...

The wealth management industry continues to see a decline in commission revenue and a steady rise in the fee-based model, with more than 77% of compensation expected to be in the form of fees by 2026, ...

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 ...

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 ...

While fee-based financial planning has won over many wealthy investors, some clients, especially the more self-directed ones, still prefer commissions and no-fee platforms, according to a report by ...

Explore various fee structures associated with hiring a financial advisor in 2025 Written By Written by Staff Senior Editor, Buy Side Miranda Marquit is a staff senior personal finance editor for Buy ...

Can financial advisers who earn commissions on product sales give clients the best advice? For one professional, changing ...

Choosing a financial advisor is a big decision. You may be trusting them with your money, your peace of mind, and your ...

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 ...

Explore the core functions of a financial advisor—from assessments to planning and guidance—to determine how they can support ...