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The Motley Fool March 31, 2010 Dayana Yochim |
Why Bernie Madoff Deserves Your Thanks If nothing else, his shenanigans made us smarter consumers. If you weren't wary of the advice you bought before, you sure are now.  |
Financial Advisor December 2009 Roy Diliberto |
Aligning Your Compensation With Your Services The compensation model advisors choose depends on their service proposition.  |
Financial Planning May 1, 2005 Ed McCarthy |
Making the Switch As advisers shift from a commission-based model to a fee-based one, how are their practices handling the change?  |
Financial Planning August 1, 2009 Donna Mitchell |
Earnings Rebound Financial advisors are making more money, putting more emphasis on education, and shifting their compensation schemes toward fees  |
Registered Rep. January 1, 2003 Amy Leavitt |
Don't Sell, Help In clients' minds, your fees are a leading indicator of the value they will realize from your services. Communicate clearly the value of your services to potential clients to make certain they understand the value they will realize for their fee. One tool to do this with is pricing.  |
Financial Advisor May 2005 Raymond Fazzi |
Betwixt And Between Hybrid advisors work in both the fee-based and commission worlds.  |
Financial Planning September 1, 2005 Donald Jay Korn |
The Evolving Practice Financial planning covers so many different strokes these days, for so many different types of folks, that it's difficult to generalize about the evolution of practice management.  |
Financial Planning September 1, 2010 Marc Freedman |
Word Games The public wants to hire financial planners who can visibly showcase an ongoing commitment to their words and promises.  |
Entrepreneur December 2008 Scott Bernard Nelson |
3 Financial Building Blocks These financial planning basics will keep you on track for the future.  |
The Motley Fool April 2, 2004 |
Finding the Right Advisor A good financial planner can give you knowledgeable, unbiased advice on investments, insurance, taxes, and estate planning. He can save you time, money, and angst. Some tips on picking a financial planner.  |
Financial Advisor March 2012 Bill Bachrach |
A Huge Opportunity Why flat fees are going mainstream.  |
Financial Planning July 1, 2006 Bob Veres |
Changing Charges Now that the commissions vs. fees debate is fading from the financial planning profession, a new compensation discussion is on the table.  |
The Motley Fool May 27, 2009 Dan Caplinger |
The Smarter Way to Plan Your Portfolio The right fee-only planner can make a huge difference in the outcome of your investments.  |
Financial Planning July 1, 2006 David J. Drucker |
Fee-Based Confusion Cambridge, Commonwealth and Securities America aren't your father's broker-dealers. Although they count reps of all compensation stripes within their ranks, they're clearly leading the new generation to a more professional business model.  |
The Motley Fool September 6, 2006 Dan Caplinger |
Fend Off Fund Fees Here are tips on how to avoid unnecessary mutual fund fees and keep the money for yourself.  |
The Motley Fool October 27, 2004 |
Fussing About Fund Fees Mutual fund fees may look small, but they can eat much of your earnings.  |
Financial Planning September 1, 2007 Rick Kahler |
Practice What You Preach Financial planners who want to enhance their financial lives and improve their professional skills could benefit greatly from hiring their own planner. So why don't they?  |
The Motley Fool April 20, 2010 Dayana Yochim |
The First Step to Financial Happiness It's best to line up your trusted advisors before emergency strikes.  |
The Motley Fool July 28, 2010 Selena Maranjian |
The Amazing Disappearing, Reappearing Fund Fee A fee by any other name will still cost just as much.  |
Registered Rep. March 1, 2003 Ross Tucker |
Fees? Sigh, Ho Hum Relatively few brokers are increasing their commitment to fee-based advisory practices, even in this everything-to-gain-from-change economic environment.  |
The Motley Fool January 15, 2004 |
Need a CFP? Tips on getting money advice and a solid financial plan without pain.  |
Registered Rep. June 1, 2004 Kevin McKinley |
Fee-ling Good Tips for financial advisors on establishing and maintaining fee-based relationships the right way.  |
Financial Planning March 1, 2005 Kristen French |
To B or Not to B Once-popular B shares have seen their sales dwindle since 2001--and may soon be extinct completely.  |
Financial Planning October 1, 2008 Marie Swift |
The Big Ask As the financial planning industry has evolved over the years, so have the relationships you enter into with clients.  |
Financial Advisor April 2004 Roy Diliberto |
Fees And The Value Of Advice Financial advisors need to get paid for the value we bring to each relationship.  |
The Motley Fool February 3, 2010 Amanda B. Kish |
This May Save the Mutual Fund Industry Finally, investment advisors are wising up. An ongoing change in how many financial advisors get paid is having broad implications for the business.  |
Investment Advisor May 2006 Bob Clark |
Clark at Large: A Planner's Planner Reflections on the passing of esteemed financial planner Lynn Hopewell.  |
Financial Planning February 1, 2006 Patrick Ferrer |
Annuities Special: Fee Factor When your clients buy annuities, do you really know what they're paying for?  |
Registered Rep. September 29, 2005 John Churchill |
Are You Charging Enough? With competition fierce -- and clients more informed than ever -- it's important to make sure that you are not selling yourself short. In fact, you may not be charging enough for your financial advisory services.  |
The Motley Fool November 27, 2006 Dan Caplinger |
Financial Planning Ethics With the increasing complexity of the financial world, it's increasingly important to find professionals you can trust. By choosing a financial planner who is governed by strict ethical principles and guidelines, you can feel more confident that you will get the advice and assistance you deserve.  |
Financial Planning April 1, 2006 Ryan Duey |
The CPA Connection Financial planners and CPAs should work as a team of trustworthy and knowledgeable professionals who genuinely care about serving the best interest of their clients.  |
Financial Planning July 1, 2013 Bob Veres |
How to Fix the AUM Fee Model Advisors are trying a dizzying variety of compensation plans. Some have been a lot more successful than others.  |
Registered Rep. September 26, 2011 Andrew J. Haigney |
Opinion: Asset-Based Fees Destroy Value The future lies in adopting an hourly rate structure for investment advice, combined with the use of low cost index funds.  |
The Motley Fool October 18, 2010 Dan Caplinger |
It's Time to Take Back Your $10 Billion Whether you think 12b-1 fees are bilking investors or a fair way to compensate financial professionals, the SEC needs your opinion.  |
Financial Advisor February 2007 Mary Rowland |
Resolutions For 2007 Ideas for 2007 that you may have neglected to put on your list: Bringing balance to your life... Becoming a better financial planner and a better person... etc.  |
The Motley Fool June 9, 2004 Tom Gardner |
Wall Street's in Trouble Could the future earnings of prominent Wall Street firms be at risk?  |
The Motley Fool August 24, 2007 Amanda B. Kish |
Fund Fees Under the Magnifying Glass Make sure you know how much you're paying for your fund.  |
Financial Advisor July 2008 Mary Rowland |
Let's Make A Deal A solution to financial advisors' insurance problems.  |
Entrepreneur October 2009 Rosalind Resnick |
Conquering Your Fear of Fees Savvy investors know to read the fine print about money-management charges.  |
Financial Planning October 1, 2005 Kathy Gevlin |
Adviser Pulse Other sectors of the economy may be wallowing in the doldrums with stagnant wages and job uncertainty, but not financial planning. Planners are earning more than ever and are deeply satisfied with their careers.  |
Financial Planning October 1, 2012 Tyler V. Cook |
Investing Is Not Planning: Tyler Cook of Sestina Network Explains Fee-only financial planning is goal-oriented and highly customized, and forces clients to focus on the why of their financial plan. Every part of a client's plan is related and interconnected in some way.  |
Investment Advisor September 2007 Kathleen M. McBride |
A Trend Confirmed? Advisory fees overtake commission revenue at Commonwealth. So what does this mean for the independent broker/dealer industry? Will other firms soon reach the point at which fee revenue dominates?  |
Registered Rep. March 31, 2015 Diana Britton |
How Advisors Are Paid The ascendancy of fee-based compensation in the independent broker/dealer space continues.  |
Registered Rep. June 1, 2015 Megan Leonhardt |
Compensation Survey 2015: Crunching the Numbers The industry has come a long way in embracing a fee-based business.  |
Entrepreneur April 2005 Jane Easter Bahls |
Fee-dom of Choice Do you know your legal service billing alternatives?  |
Financial Planning March 1, 2005 Pam Black |
The Rising Value Of Your Book The average price of a financial planning practice rose 35% in 2004.  |
The Motley Fool August 13, 2007 Dan Caplinger |
Don't Pay Twice for Advice There's nothing inherently wrong with paying for financial advice. But there's a big difference between paying once for a good financial plan versus paying high fees year after year, through good times and bad.  |
The Motley Fool May 7, 2008 Selena Maranjian |
Time to Deep-Six 12b-1 Fees? Be on the lookout for these mutual fund fees, which do more harm than good.  |
Financial Planning April 1, 2005 Donald Jay Korn |
2010: Get Big or Fade Away Forget how you're running your financial advisory practice now. Change is coming.  |
The Motley Fool January 31, 2007 Mary Dalrymple |
You Spent $109 Billion on What? Sometimes we don't even learn that our credit cards come with all these traps until we get into a financial bind. How can you minimize or eliminate your share of the $109 billion going to credit card companies for interest payments and fees?  |