When we first launched the XY Planning Network in 2014, our vision was to expand access to financial planning for Gen X and Gen Y clients by championing a new financial advisor business model: getting ...

Paying a 1% annual fee to a financial advisor for managing a $2 million investment portfolio is pretty typical, but that ...

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 ...

Asset-based fee compression among financial advisors is expected to escalate by 2026, according to new research from Cerulli Associates. Processing Content In a survey of financial planners, advisors ...

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The movement towards fee-based compensation isn't losing steam anytime soon – in fact, it's only set to gain momentum. That's according to a new report from Cerulli Associates, which projects more ...

Bozeman, Mont., Dec. 17, 2025 (GLOBE NEWSWIRE) -- AdvicePay, the industry-leading platform for managing billing, payments, and compliance of fee-for-service financial planning, today announced that it ...

United Capital offers hands-on service, but with high minimums.

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 ...

The results of Morningstar's latest study tracking fees and performance finds accelerating consolidation and commodification ...

We analyzed everything from estate planning to retirement income options at some of the larger registered investment advisor ...