Traditionally, client service models for financial advisors have been built using a segmentation approach. Advisors segment clients into different groups based on assets under management.

The key difference, however, is that unlike an AUM or retainer model, hourly and fee-for-service models only charge for the advisor’s time or completed projects; thus there are no passive income ...

Learn how to choose the best financial advisor for your needs, whether it’s investing, tax guidance, financial planning, budgets or estate planning.

How to Find a Financial Advisor If You're Not Rich The right questions can lead you to the right advisor, no matter your budget.

Model management has always equipped financial advisors for growth by allowing for effective implementation of third-party or advisor-driven model portfolios to deliver personalized portfolios at ...

Robo advisors appeared on the financial advising scene roughly 15 years ago to offer fee-conscious individuals access to well-crafted investment portfolios.

The successful integration of digital and human models ensures a sustainable and client-centric future for the financial advisory industry.

To speak to a financial advisor about the services you’re looking, you can get matched to fiduciary advisor for free.

How Model Portfolios Are Evolving Asset managers and financial advisors are collaborating to build portfolios for tomorrow, today.

The fast-growing wealth management firm says its Merit Amplify program will assist independent advisors with investment management, technology, compliance, and succession planning.

Fee-based advisors are licensed to sell products and are paid on a percentage of their clients’ assets under management. Fee-only advisors, also known as advice-only, charge a fee for their ...

One of the benefits of working with an RIA is that boutique Registered Investment Advisors still have financial advisor compliance capabilities, but often with a much faster return time.