Harris Poll's Americans and Billionaires Survey, released last November, reflected a shift in financial priorities. The ...

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known ...

Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

LPL Financial said it was reducing fees to advisors on several platforms as it reported a robust increase in assets to $2.3 trillion following its acquisition of Commonwealth Financial Network in a ...

Some Financial Advisor Professionals use hybrid structures that pair a reduced AUM percentage with flat planning fees to serve clients whose needs extend beyond investment management alone. The ...

Paying a 1% annual fee to a financial advisor for managing a $2 million investment portfolio is pretty typical, but that doesn’t necessarily mean it’s the right amount for every investor. Even ...

The question facing financial advisors today is not “to plan or not to plan,” according to two LPL Financial leaders, but “to charge or not to charge” fees for financial planning. Those who don't ...

If a financial advisor is considered “fee-based,” it means they can earn compensation through a combination of both client-paid fees and forms of compensation related to selling certain products.

Prior to 2018, investors could deduct some or all of their investment advisory fees on their federal tax returns. The Tax Cuts and Jobs Act of 2017, effective for tax years 2018 to 2025, eliminated ...

Like other broker-dealers, LPL Financial has been moving a lot of its revenue from the commission side of the business to the fee-based advisory channel. After last week, it may be in even more of a ...

Brad Barrett, co-host of the ChooseFI podcast, recently laid out one of the most uncomfortable numbers in personal finance. During the show’s “FI 101: Teaching Financial Independence to Your Community ...

Financial advisors are responsible for every aspect of their customer's financial life, from estate planning to tax planning ...