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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. mark for My Articles similar articles
Financial Advisor
December 2009
Roy Diliberto
Aligning Your Compensation With Your Services The compensation model advisors choose depends on their service proposition. mark for My Articles similar articles
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? mark for My Articles similar articles
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 mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
May 2005
Raymond Fazzi
Betwixt And Between Hybrid advisors work in both the fee-based and commission worlds. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Entrepreneur
December 2008
Scott Bernard Nelson
3 Financial Building Blocks These financial planning basics will keep you on track for the future. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
March 2012
Bill Bachrach
A Huge Opportunity Why flat fees are going mainstream. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
October 27, 2004
Fussing About Fund Fees Mutual fund fees may look small, but they can eat much of your earnings. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 15, 2004
Need a CFP? Tips on getting money advice and a solid financial plan without pain. mark for My Articles similar articles
Registered Rep.
June 1, 2004
Kevin McKinley
Fee-ling Good Tips for financial advisors on establishing and maintaining fee-based relationships the right way. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
May 2006
Bob Clark
Clark at Large: A Planner's Planner Reflections on the passing of esteemed financial planner Lynn Hopewell. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
July 2008
Mary Rowland
Let's Make A Deal A solution to financial advisors' insurance problems. mark for My Articles similar articles
Entrepreneur
October 2009
Rosalind Resnick
Conquering Your Fear of Fees Savvy investors know to read the fine print about money-management charges. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
Registered Rep.
March 31, 2015
Diana Britton
How Advisors Are Paid The ascendancy of fee-based compensation in the independent broker/dealer space continues. mark for My Articles similar articles
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. mark for My Articles similar articles
Entrepreneur
April 2005
Jane Easter Bahls
Fee-dom of Choice Do you know your legal service billing alternatives? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles