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 ...

After piloting with select partner firms, the commission-free annuity platform's latest module has seen nearly $1 billion in annuity assets uploaded since its late-2025 soft launch.

While a growing share of affluent investors say they prefer fee-based financial advice, many still opt for other compensation models, according to new research from Cerulli Associates. Cerulli’s ...

While fee-based financial planning has won over many wealthy investors, some clients, especially the more self-directed ones, still prefer commissions and no-fee platforms, according to a report by ...

What Is a Fee-Based Advisor? A fee-based advisor is a finance professional who is paid by the fees they charge their clients. While they are primarily compensated through client fees, they may also ...

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, ...

Raymond James Financial Services, which grew to a record 3,909 brokers in 2000, projects to increase at an average rate of 500 brokers per year over the next three years, according to Tony Greene, ...

Apologies for the cliché, but this quote 100% describes how my partner and I got the idea to start a fintech company to allow advisors to easily and compliantly charge their clients for financial ...

Commission-based revenue has already fallen to 23% of average adviser earnings and is expected to drop further to 17% by 2026. In response, advisers are diversifying pricing models to meet a range of ...

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 ...

Given the chaos in the world, when approaching your personal finances it’ s tempting to just cover your head and let things ...

Jean Folger has 15+ years of experience as a financial writer covering real estate, investing, active trading, the economy, and retirement planning. She is the co-founder of PowerZone Trading, a ...