Explore the types of services offered by a free financial advisor, including the trade-offs that might exist and how to evaluate these offers Written By Written by Staff Money Writer, WSJ | Buy Side ...

Understand how payment structures affect costs, incentives and transparency when working with financial advisors Written By Written by Staff Money Writer, WSJ | Buy Side Molly Grace is a staff money ...

According to Cerulli’s U.S. Advisor Metrics 2023, asset under management (AUM) per advisor decreased year-over-year by 12.9%, marking the first year-over-year decrease since 2018. In addition, 55% of ...

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 ...

In today’s rapidly evolving financial services landscape, traditional client portals—once simple document repositories—are no longer sufficient. Modern portals are dynamic platforms that enhance ...

Ben Zwief is a client advisor at Crescent Grove Advisors. Zwief specializes in creating and implementing personalized financial strategies for C-suite executives, entrepreneurs, business owners and ...

As Envestnet approaches its second year as a private company, Chief Relationship Officer Andrew Stavaridis says the transformation has brought a new sense of focus and freedom — both internally and ...

Doug Messina: The Importance of Strong Client Relationships The Ameriprise Financial Services private wealth advisor discusses the centrality of the advisor-client relationship, the shift to holistic ...

While working as a financial advisor at TIAA 12 years ago, Meredith Briggs had the shock of her professional life. Early on in their relationship, a wealthy client in his 70s—a detail-oriented ...

Are clients really interested in how much alpha you can generate? And how confident are you that this will be a differentiator? For Gene Farrell, CEO of Vanilla, advisors must shift their focus ...

Advisors cannot guide what they cannot see. In a landscape where client expectations shift quickly and financial activity happens across multiple institutions, wealth firms need more than periodic ...

BERWYN, Pa., Dec. 22, 2025 /PRNewswire/ -- Envestnet, a leading provider of Adaptive WealthTech for financial advisors, today announced the rollout of its fourth-quarter platform technology updates ...