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Registered Rep. November 1, 2005 John Churchill	You're Worth So Much More Clients might not agree, but there's rising evidence that advisors are not charging enough for their services.
Financial Advisor November 2006 Tracey Longo	Is The Price Right? When it comes to pricing, many financial advisors are nowhere near as efficient and profitable as they could be.
Financial Planning October 1, 2010 J. Scott Slater	On Beyond AUM More advisors should look to drive additional revenue from charging separate fees for value-added services.
Investment Advisor September 2005 Mark Tibergien	Formulas for Success: The Price of Everything... If you're not adding profit into what each financial advisory client costs, you're losing money. Advisors who use a combination of performance fees tied to assets and a retainer tied to more complex planning are able to consistently demonstrate their value.
Financial Planning October 1, 2011 Donna Mitchell	Knowing Their Worth Many advisors are squeamish about taking anything other than a flat percentage fee for assets under management.
Registered Rep. July 5, 2011 Jerry Gleeson	When Advisors Add Value, Pricing Power Follows Advisors who want to charge more for their services have to differentiate themselves from their competitors.
Financial Advisor July 2008 Rebecca Pomering	When Is The Price Right? To answer the question -- how much, or equally important, in what way should an advisor be charging -- one has to understand a number of things about an advisor's practice.
Financial Advisor April 2007 David Lawrence	RIM Shot Service pricing is not the sole issue for today's financial advisors to deal with. There are several issues unique to Retirement Income Management practices that require attention.
Financial Advisor November 2007 Tracey Longo	Is Your Price Right? A select group of advisors are significantly increasing their planning fees. Here's the lowdown on unbundling and how your pricing helps or hurts your firm.
Registered Rep. March 31, 2015 Anne Field	Compensation Alternatives For advisors targeting younger clients, an AUM-based fee doesn't make much sense, and increasingly high-net-worth clients suspect they are not getting their money's worth.
Registered Rep. December 4, 2012 Jerry Gleeson	Don't Fear Your Fees RIAs are loathe to increase rates, believing it alienates clients. But industry insiders say advisors have more juice than they suspect. Here's how to get a raise.
Financial Planning December 1, 2005 Beck & Tibergien	Is Your Price Right? A groundbreaking new study shows why it may be time for financial advisers to raise their fees.
Financial Advisor March 2006 Tracey Longo	The Three Es Here are three ways to create an Efficient, Effective & Expedient financial advisory firm.
Financial Advisor July 2006 Dorothy Hinchcliff	Climbing A Stairway To Heaven As boomers age and spend their savings, financial advisors will need to adapt their practices.
Financial Planning July 1, 2008 Scott Schutte	Valuing Your Services Have financial planners themselves compromised the value of the service that is the foundation of nearly all client relationships: investment management? If so, what's the solution?
Financial Planning October 2, 2007 Elizabeth O'Brien	Advisor Pulse A new study reveals that while 95% of all financial advisors believe they've talked about fees with their clients, only 66% of customers say their advisor has initiated a fee discussion with them.
Financial Advisor February 2, 2009 Jeff Schlegel	Surviving The Plunge Amid falling assets and revenue, advisors try to positions themselves for the eventual upturn.
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.
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?
Financial Planning November 1, 2006 Marshall Eckblad	Advisor Pulse Financial planners are working hard to meet the needs of their retiring clients. But according to a recent survey, they might be doing so at their own expense.
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.
Investment Advisor August 2007 Maya Ivanova	A Victim of Success? A recent survey of registered investment advisors reports that while advisors recognize that marketing is a key component of their business, few devote enough time to this vital activity.
Financial Advisor January 2005 Raymond Fazzi	RIAs Enjoy A Fertile Market Registered investment advisors have an opportunity as more households continue to enter the realm of the "affluent" and seek advice, but they'd better get the operational side of their practices in order.
Financial Advisor March 2012 Bill Bachrach	A Huge Opportunity Why flat fees are going mainstream.
Financial Advisor November 2012 Mary Rowland	Tough Test An entrepreneur evaluates advisors for the wealthy. These families now have a "search firm" to perform due diligence on advisors and help the families find exactly the right one.
Financial Planning July 1, 2013 Patrick Sweeny	How to Talk About Your Fees Clients deserve straight answers on the ways they pay for your services.
Financial Advisor December 2003 David J. Drucker	So You Want To Charge Retainer Fees? Moving to retainer fees isn't just a computational change; it's a cultural one.
Financial Advisor May 2005 Raymond Fazzi	Betwixt And Between Hybrid advisors work in both the fee-based and commission worlds.
Investment Advisor October 2010 Maya Ivanova	A Decade of Evolution Advisory practices make gains, but still face challenges
Financial Advisor April 2005 David L. Lawrence	Linking Client Profitability To Client Acquisition Goals The kind of financial advisory practice you operate will determine the type of client you seek.
Investment Advisor June 2008 Philip Palaveev	The New Model: The Fee-Only Broker/Dealer Independent broker/dealers must tackle head-on the causes of their frustration if they wish to survive.
Financial Advisor November 2003 Hinchcliff & Longo	Extraordinary Vs. Ordinary Experts at The 6th Annual Financial Advisor Symposium outlined what it takes for advisory firms to be among the best in the country.
Financial Advisor February 2004 Sydney LeBlanc	Stature, Service, Size, Simplicity Schwab, Fidelity and Waterhouse are building sophisticated SMA (separately managed account) platforms.
Financial Planning January 5, 2008 John J. Bowen Jr.	Better Than Average Making a New Year's resolution to improve your practice? A new survey lets you benchmark your performance against the broader advisory community.
Financial Advisor February 2007 Rebecca Pomering	Four Horsemen Who Missed Their Appointment Things were pretty good for the profession in 2006, but will financial advisors be hearing the hoof beats soon?
Investment Advisor March 2010 James J. Green	Redefining for Retirement There's a "different mindset" that advisors need to have when focusing on the distribution phase of a client's life.
Financial Advisor November 2008	Frontline News News for the Financial Industry: Tumult Could Expand Ranks Of RIAs... M&A Activity Remains Healthy... Independent B-Ds: Don't Tread On Us... Who Has The Most Satisfied Advisors?... The Business Of Serving Business Owners... etc.
Financial Advisor August 2010 Raymond Fazzi	Looking To Streamline Now that they've experienced the harsh consequences of poor business management, fee-based advisors are looking to their custodians and broker-dealers for all the help they can get.
Financial Planning February 1, 2010 Marion Asnes	One Fee to Bind Them In 2009, broker-dealer Capital Analysts introduced a new flat-fee business model. So how's it going?
On Wall Street May 1, 2012 Alan J. Foxman	All Tied Up The author answers questions about waiving fees for clients and registering an advisory business in California.
Financial Advisor January 2007 Tracey Longo	Amazing Relationships While the great service experiences financial advisors are delivering will vary depending on a firm's principles and its client base, what they share is the ability to provide meaningful communication and client-centric assistance in a timely fashion.
Registered Rep. February 23, 2011 Jerry Gleeson	Fee-based Business Up, Pricing Down PriceMetrix Chief Executive Doug Trott has a message for fee-based advisors: think about charging more.
Financial Advisor November 2009	Frontline News Advisor News: Poll on advisor pay... Citi Embracing Fee-Only Model... RIAs Set Record For Repurchasing Their Firms... FINRA Expands Arbitration Pilot Program... SEC Expects To Examine 9% Of RIAs Annually... more...
Financial Advisor February 2007 David J. Drucker	The Retirement Dilemma Will your aging client base kill your financial advisory business?
Registered Rep. February 2, 2010 Kristen French	Fidelity Makes Trade Pricing Uniform For RIA And Retail Clients Fidelity's RIA custody division, Institutional Wealth Services, said it was cutting fees for U.S. equity and options trades. It also began offering commission-free online trades for its iShares ETFs and Fidelity Nasdaq Composite Index Tracking Fund.
Registered Rep. February 25, 2010 Jerry Gleeson	Advisors' Profit Margins Suffer in 2010 Wealth managers will find profits more elusive in 2010, and most are reconsidering their game plans accordingly.
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.
Registered Rep. December 1, 2006 Anne Field	The Metamorphosis If you are ready to go out on your own as a registered investment advisor, you're likely to encounter a host of tricky problems and stumbling blocks. Here's a look at five of those problems and what you can do about them.
Financial Advisor March 2006 Joel Bruckenstein	A Different Kind Of Custodian Trust Company of America (TCA) wants be your custodian. Why would an advisory firm seek out TCA, as opposed to one of the more established players? There are a number of reasons, including the TCA pricing model, proprietary tools and unique capabilities.
Financial Advisor October 2005	Frontline News Advisors Help Colleagues Affected By Katrina... Intuit Enters Portfolio Management Arena... Inefficient Operations Are Eating Up Revenue Growth... RIAs Overwhelmingly Oppose B-D Exemption... etc.