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The Motley Fool
June 12, 2008
Dayana Yochim |
Are You Paying Your Pro the Wrong Way? How you pay for financial advice may matter more than how much you pay.   |
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
August 11, 2005
Dayana Yochim |
Back-Alley Advice for Sale More than 9 million consumers turn to credit repair agencies for help. If you do, here are seven warning signs to help you avoid the kind of heartache bad help brings. |
Financial Advisor
May 2005
Raymond Fazzi |
Betwixt And Between Hybrid advisors work in both the fee-based and commission worlds. |
Registered Rep.
October 29, 2013
David Armstrong |
Editor's Letter: November 2013 A common refrain heard at industry conferences and in the trade press is that "the financial services industry suffers from a bad reputation. How can we rebuild client trust?" |
Financial Advisor
December 2009
Roy Diliberto |
Aligning Your Compensation With Your Services The compensation model advisors choose depends on their service proposition. |
The Motley Fool
April 30, 2010
Dayana Yochim |
4 Questions Only the Best Money Pros Can Answer How to find an advisor who gives sound advice, not advice that just sounds good. |
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. |
The Motley Fool
March 22, 2010
Robert Brokamp |
Want My Advice? You Can't Afford Me! Look for fee-only advisors as a better alternative to the big brokerage firms. The dirty, little not-so-secret of the mainstream financial-services industry is that middle-class America need not apply. |
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. |
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
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 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. |
The Motley Fool
May 5, 2007
Elizabeth Brokamp |
5 Great Gifts for Grads and Newlyweds Ditch the salad spinners and place settings. Give presents with a future. 1. A plan for life... 2. A leg-up on retirement... etc. |
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. |
Investment Advisor
January 2008 |
The Compensation Food Chain Performance-based compensation is the future of investment advisor compensation. |
The Motley Fool
July 31, 2008
Elizabeth Brokamp |
5 Great Gifts That Keep on Giving If you want your money to have a lasting impact, there are a whole host of options you may not have considered. Here are a few ideas for presents that will continue to reward their recipients long into the future. |
Financial Advisor
March 2006
Nancy Lininger |
Letters to the Editor The New Advisory-World Order: Commissioned reps have lost clients over the years to discount brokers, day traders and now, the divine fee-only advisor. Firms embracing fees and commissions, and offering the most services and compensation options, will be reborn. |
Financial Advisor
March 2012
Bill Bachrach |
A Huge Opportunity Why flat fees are going mainstream. |
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. |
The Motley Fool
March 26, 2010
Dayana Yochim |
Money Advice From John Lennon Don't let life pass you by. Plan for it. |
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? |
Investment Advisor
October 2007
Robert F. Keane |
Transparency and Respect Full disclosure and a willingness to have the "hard conversations" are the cornerstones of Jim Dew's approach to his clients and the financial planning profession. |
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. |
Registered Rep.
June 1, 2004
Kevin McKinley |
Fee-ling Good Tips for financial advisors on establishing and maintaining fee-based relationships the right way. |
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. |
Financial Planning
April 1, 2008
Bob Veres |
The Myths of Our Age These days, the planning profession seems to be caught in a web of myths and half-truths, which make it difficult for us to talk about a lot of issues. Here are some common myths regarding the financial planning industry. |
The Motley Fool
March 26, 2010
Dayana Yochim |
The Hidden Fortune You Just Tossed In the Trash You're losing some serious cash every time you ignore your money "to do" list. |
The Motley Fool
October 7, 2004
Robert Brokamp |
Financial Predators Does your financial advisor care more about your retirement, or his? Look for a broker with whom you can trust and has beat a relevant benchmark after fees and taxes over a three-year period. |
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. |
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. |
Financial Advisor
January 2005
Tracey Longo |
How Fee-Based Programs Led 2004 Brokerage Profits Fee-based profitability is not lost on brokerage executives, who are ramping up programs designed to attract more planners to a fee-based business model and away from traditional commissions. |
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. |
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. |
Investment Advisor
February 2007
Melanie Waddell |
Clear Road Ahead Commonwealth's retirement platform, Preferred Portfolio Services Retirement Solutions, keeps financial advisors compliant with ERISA and PPA. |
The Motley Fool
December 6, 2010
Dayana Yochim |
3 Things Your Financial Pro Will Never Tell You How to tell if the "help" you're getting is doing more harm than good. |
Registered Rep.
February 12, 2003
Ross Tucker |
Slow Growth in Fee-Based Business Relatively few brokers are increasing their commitment to fee-based advisory practices, a new report indicates. |
The Motley Fool
December 14, 2010
Dayana Yochim |
How to Tell Your Advisor's Real Agenda This four-step background check will reveal whether you're about to get sound advice, or advice that just sounds good. |
The Motley Fool
November 11, 2004
Robert Brokamp |
Wall Street's Big, Dirty Secret How they use your retirement money to fund their retirement. Here's how you can separate the good advice from the greedy advice. |
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. |
Financial Advisor
May 2007
Mary Rowland |
Ways For RIAs To Access Insurance As the number of RIAs soars, insurance specialists are designing businesses to serve their clients. |
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
December 1, 2006
Marshall Eckblad |
The Retirement Puzzle Serving retirees might be a lot less profitable than most financial planners imagine. There are certainly opportunities in catering to this wealthy crowd, but only if you know where to look. |
Financial Planning
October 1, 2006
Suzanne McGee |
Rethinking Retirement Income Helping your financial planning clients to keep sitting pretty in retirement is more complex than ever. How will your practice adapt? |
Financial Advisor
February 2007
David J. Drucker |
The Retirement Dilemma Will your aging client base kill your financial advisory business? |
Investment Advisor
September 2008
Robert F. Keane |
Far From Retired Tony Purpero thought he was headed into retirement when he returned to southern California, but instead finds himself working harder than ever to help other current and future retirees. |
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. |
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? |
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 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 |
