Among the larger financial advisory firms, true flat-fee models aren’t as common as AUM models. However, some companies that charge an AUM fee for investment management also offer stand-alone or ...
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 ...
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 ...
Fee-only financial planners get paid by you directly; fee-based planners may also earn commissions on products they sell. Ask any advisor how they make money. Many, or all, of the products featured on ...
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Fee-only financial planners vs. fee-based
When looking for a financial advisor, you’ll encounter various compensation arrangements, including fee-only advisors and fee ...
Discover the advantages of fee-based and fee-only advisory models for transparent, predictable financial planning and how ...
The fiduciary standard takes center stage in the National Association of Personal Financial Advisors (NAPFA) recently unveiled strategy for the next three years, Strategic Framework | NAPFA. NAPFA is ...
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, ...
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 ...
Explore how financial advisors and financial planners differ.
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