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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
February 2, 2009
Jeff Schlegel
Surviving The Plunge Amid falling assets and revenue, advisors try to positions themselves for the eventual upturn. 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
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. mark for My Articles similar articles
Financial Planning
October 1, 2006
Bob Veres
Fee Rebuttal This isn't a contest where the lowest fees win. When we talk about compensation, the issue should always be a fair price for whatever service is provided. The most important thing advisors can do is align their interests directly with their clients'. mark for My Articles similar articles
Financial Planning
March 1, 2011
Stephanie Bogan
Growth: Realizing Your Potential To build your advisory practice into what you dream it will be, you need to see it clearly and then think like a businessperson, streamline operations and market yourself. 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
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
Financial Planning
February 1, 2005
Julie Littlechild
The Profit Problem Understanding what a financial adviser is making--or losing--on individual clients takes a lot of work. The alternative is to keep on flying blind. Client profitability is not about cash flow, and as a result, it often gets short shrift. mark for My Articles similar articles
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. 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
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
Financial Planning
April 1, 2007
Kathy Gevlin
How Are You Doing? If you were to take a step back right now and ask yourself how well your financial advisory practice was meeting your objectives, what would your answer be? What are the successful ones doing right? Consider the following questions. mark for My Articles similar articles
Registered Rep.
July 24, 2012
Jerry Gleeson
Fee Disclosure - Can You Handle the Truth? New federal rules are forcing advisors to spell out what they're charging for running 401(k) plans and what their clients are getting for the money. It could lead to some difficult conversations. mark for My Articles similar articles
Financial Advisor
February 2006
David L. Lawrence
Tracking Office Tasks Many financial advisory firms are turning to workflow systems to set up tasks, track progress and build accountabilities for task completion: Junxure-I... Act 4 Advisors... Microsoft Outlook 2003... Checklist... Microsoft Project... etc. mark for My Articles similar articles
The Motley Fool
June 20, 2007
Dan Caplinger
The $12 Billion Problem It's time to stop a hidden fund fee. No one is arguing that financial professionals don't deserve to get paid for their work. But there are big problems with using 12b-1 fees to do it. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
Investment Advisor
January 2008
Mark Tibergien
Think About These What do you think the future holds for your firm? The following 10 essential considerations have already begun to take root: No. 1: Managing growth... No. 2: Hiring professional management... etc. mark for My Articles similar articles
Registered Rep.
May 21, 2015
Alan Moore
Compensation Survey 2015: Can the Hourly FA Survive? When advisors work hourly, they can reach a unique segment of the market that is otherwise completely ignored by traditional financial planning models. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
January 2006
Rebecca Pomering
Oh See How They Grow! An industry poll that tracked the growth of 71 financial advisory firms for 2001, 2003, and 2005 shows impressive growth trends. mark for My Articles similar articles
Registered Rep.
January 16, 2013
Stan Luxenberg
The Rise and Fall of Load Funds All hail no loads and ETFs! Will the move away from loads and commissions continue? Yes, says Avi Nachmany, research director of Strategic Insight. "The old commission business is fast disappearing," says Nachmany. 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 Advisor
May 2012
Michael J. Mcdermott
Day Of Reckoning Fee-based advisors should benefit when 401(k) participants soon find out the cost of their plans. 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 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. mark for My Articles similar articles
Financial Planning
December 1, 2012
Deena Katz
Great Expectations? Think British. New Rules to Apply there in 2013 New U.K. regulations will force advisors there to make big changes. You should consider following their lead. 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
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. 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 Planning
October 1, 2006
Stephanie Bogan
Is Your Caboose Too Big? If your financial planning business is growing but you seem to be struggling with the same old problems, you need to revamp your client model. mark for My Articles similar articles