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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 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.
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 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 March 2012 Bill Bachrach	A Huge Opportunity Why flat fees are going mainstream.
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 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 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 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 Advisor May 2005 Raymond Fazzi	Betwixt And Between Hybrid advisors work in both the fee-based and commission worlds.
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.
Financial Advisor February 2, 2009 Jeff Schlegel	Surviving The Plunge Amid falling assets and revenue, advisors try to positions themselves for the eventual upturn.
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.
Financial Advisor February 2012	Choosing Your Clients In his new book, Ross Levin focuses on how advisors can build their businesses. This excerpt examines different kinds of clients.
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'.
Registered Rep. March 1, 2005 Chris O'Leary	The High Cost of Admission To justify their existence in client portfolios, funds of funds need to post double-digit returns in order to really experience some net (read: after-fee) gains. And 2004 didn't deliver on these promises.
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 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
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.
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.
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 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 November 2012 Jerilyn Klein Bier	No More Secrets New 401(k) fee disclosure rules could generate big opportunities for advisors.
Financial Advisor July 2007 Dave J. Drucker	The Financially Illiterate Spouse How can financial advisors plan for a couple when one spouse won't participate?
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?
The Motley Fool July 15, 2008 Tom Hutchinson	Mutual Fund Advisory Madness If you use a financial advisor, you've probably been approached to invest in a diversified group of funds or a mutual fund advisory program. But be careful before you accept -- they may cost you more than your portfolio can afford.
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.
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 Advisor May 2004 Raymond Fazzi	Niche Players Provide More Choices For Advisors Many are trying hard to differentiate themselves---and are succeeding.
Registered Rep. November 1, 2002 David A. Geracioti	For Retaining Clients, a Client Retainer With many brokers at full-service firms gradually moving to asset-based fees, some investment advisers, in an effort to meet client needs and compete with larger firms, have been experimenting with flat annual retainers.
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 October 2, 2007 Jeff Auld	Save 12b-1 Fees Independent reps and smaller clients will suffer if the SEC decides to cut this form of compensation.
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.
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 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.
Registered Rep. June 3, 2010 Kristen French	For Fiduciaries, Fee Monitoring Gets More Scrutiny Advisors who act as fiduciaries have to keep a closer watch over fees and expenses than ever before.
Registered Rep. April 1, 2006 Kristen French	Your Fees Under the Regulator Microscope Financial advisors had better be able to justify their fees, because regulators have been busy examining fees charged to retail clients.
Financial Planning July 1, 2008 Stacy Schultz	Get Fees? Young, high-net-worth investors care about the amount they are paying in fees and are only willing to cough up high costs in management fees if they are getting above-average performance in return.
Financial Advisor May 2012 Karen DeMasters	Advisors Often Work Against Clients' Interests, Study Says Financial advisors often work against their clients' interests if it means earning more in fees, according to a recent study by the National Bureau of Economic Research.
Financial Planning November 1, 2006 Elizabeth O'Brien	The Thing You Can't Ignore (Anymore) Seven industry experts discuss the topic of financial advisory practice management. Success breeds competition, and the advisors who come out ahead will know how to run their practices like businesses.
Registered Rep. June 1, 2004 Kevin McKinley	Fee-ling Good Tips for financial advisors on establishing and maintaining fee-based relationships the right way.
The Motley Fool April 24, 2011	Nickeled and Dimed: Is It Possible to "Over-Fee" Consumers? Are those annoying little fees reaching a tipping point? During the third quarter of 2010, U.S. airlines collected $2.1 billion in fee income
Financial Planning September 1, 2008 John J Bowen Jr	Time to Say Goodbye Today's most successful advisors recognize a simple but powerful fact of business: It's better to work with a small number of great clients than to serve a huge base of clients who are only mediocre.
Financial Advisor November 2003 Leola Ross	Why High Hedge Fund Fees Are Justified The relatively high fees charged for hedge funds may cause some of your clients to have second thoughts about investing in them. Here's why it can be worth paying the price for truly active management.
The Motley Fool March 29, 2010 Jordan DiPietro	Don't Say You Weren't Warned Avoid actively managed mutual funds and invest in individual stocks instead.
Financial Advisor May 2011 Daniel Bernstein	The Goldilocks Dilemma The greatest problem with client agreements today is the shortcut approach too many advisors take.
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.
Investment Advisor October 2010 Maya Ivanova	A Decade of Evolution Advisory practices make gains, but still face challenges
The Motley Fool February 24, 2010 Selena Maranjian	Saving for College Just Got Cheaper Lower-priced 529 plans help you save for college more effectively.
On Wall Street September 1, 2009 Bill Willis	Staying the Course No More Wealth managers at the major firms are seeing a proliferation of practicable ideas in recent months, offering products that are a call to action for both their advisors and clients.