When looking for a financial advisor, you’ll encounter various compensation arrangements, including fee-only advisors and fee ...
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 ...
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, ...
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 ...
Q: You always mention fee-only financial planners and I'm not sure about the true meaning. My husband and I have a financial planner who charges us $2,200 per year, but we got a summary of transaction ...
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 ...
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 ...
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 ...
Fee-only financial planners are registered investment advisors with a fiduciary responsibility to act in their clients' best interest. They do not accept any fees or compensation based on product ...
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 ...
Acknowledging the need for and value of professional guidance in the long-term management of investment assets, the Internal Revenue Code allows investment advisory fees to be deducted as IRC Section ...