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.

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

More financial advisors are moving to a fee-for-advice model to attract younger clients.

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 ...

A guide to how financial advisors and RIAs can choose the right fee for financial planning and wealth management in an investment advisory account.

But what's the difference between robo advisors and the services of human online financial advisors? How should investors make a decision about which kinds of services suit their needs best?

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.

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

Home Kiplinger Advisor Collective New to Financial Advising? Nine Key Ways to Build Trust With Your Clients Trust, like in any relationship, takes time to develop.

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.