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 ...
The National Association of Personal Financial Advisors (NAPFA) has long occupied a unique and respected place in the financial planning profession. Founded in 1984 by visionary investor advocates, ...
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There is no question that a financial planner can help many people feel good about their economic future. Reddit reminds you to only work with a fee-only financial planner. It’s also important to know ...
Whether or not publicly traded wealth management firms disclose their headcounts of financial advisors in their quarterly earnings, the number represents a closely watched industry metric. So the ...
Despite the advisor industry’s more than decades-long shift toward fee-based or fee-only compensation models with an eye toward fiduciary standards, 23% of affluent investors still prefer to pay ...
Over the years, I’ve noticed a growing trend in my mailbox: readers in search of financial planners or advisers -- or assistants. When taken in the message’s context, it’s pretty clear that not ...
Financial advisors typically focus on investment management, while financial planners help create a roadmap for your finances Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a ...
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 ...
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 ...