Working at an asset management firm, a Fortune 100 bank and a wealth management firm before launching my registered investment advisor firm in 2008 gave me a front-row seat to the family office ...

Financial planning can be a difficult process. Many individual investors are not sure how they should handle their money in order to create prosperity at all stages of their lives. Having a qualified ...

Apologies for the cliché, but this quote 100% describes how my partner and I got the idea to start a fintech company to allow advisors to easily and compliantly charge their clients for financial ...

Discover the advantages of fee-based and fee-only advisory models for transparent, predictable financial planning and how they benefit clients and advisors alike.

[ Financial services business models are rapidly evolving and generating intensive introspection for advisors to determine what they specifically do for their clients and how they want to be perceived ...

Personal financial planning refers to the systematic and dynamic process whereby individuals optimize their financial resources (taking into account various financial risks and future life events) to ...

That's especially challenging when planners must compete against big firms such as Vanguard and Fidelity, which have the scale to offer investments at lower price points than smaller registered ...

As advisory firms grow beyond the founder‑led phase, many enter a quiet crisis as they discover that a one‑size‑fits‑all ...

Flat‑fee financial advisors offer transparent pricing and predictable costs.

The success of a startup often hinges on meticulous financial planning and management. For many entrepreneurs, this can be a source of stress and an overwhelming part of their journey. However, it's ...

Explore how financial advisor compensation models are shifting from commission-based to fee-based, aligning advisor interests ...

Michael Kitces and Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client ...