The latest client portal technology is helping financial planners create better client collaboration, leading to vastly improved planning outcomes. Client portals transform planning into an ...

In 2018, fee-for-service financial planning wasn’t yet mainstream, but it was growing in popularity. And as a financial planner (not a fintech guru) who co-founded a business dedicated to empowering ...

In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Phillip Hamman, president and CEO of Linscomb Wealth, about the ...

The complexity of wealthy clients' needs — combined with AI and consumer demand — suggests the future of financial planning ...

WealthChoice's Bridge Venus Grimes urges colleagues to prioritize succession planning as only 6% have documented plans ...

This is the 22nd installment in a Financial Planning series by Chief Correspondent Tobias Salinger on how to build a successful RIA. See the previous stories here, or find them by following Salinger ...

Commission-based revenue has already fallen to 23% of average adviser earnings and is expected to drop further to 17% by 2026. In response, advisers are diversifying pricing models to meet a range of ...

From the time it was founded more than 30 years ago to its recent honor in this newspaper’s 2024 Best of North Coast, Allworth Financial has been true to its client-centric model of building ...

CPA financial planners who understand how psychological factors influence decision-making can better work with clients and operate their practices more effectively. That’s the view of Michael E.

Discover the advantages of fee-based and fee-only advisory models for transparent, predictable financial planning and how ...

Advisors who charge fees for specific services like budgeting and tax and estate planning were able to raise their rates substantially last year without much fear of losing clients. So finds the "2024 ...

Managing your money involves setting goals, organizing your finances and deciding how to use your resources over time. Wealth ...