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

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 ...

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 ...

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

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

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and ...

[ 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 ...

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 ...

When we first launched the XY Planning Network in 2014, our vision was to expand access to financial planning for Gen X and Gen Y clients by championing a new financial advisor business model: getting ...

Every method for advisors to get paid comes with some inherent problems and conflicts of interest, writes Dan Johnson. On December 12th, 1969 at the O’Hare Hotel in Chicago, Illinois, Loren Dunton ...

According to Gartner, 58% of finance functions employed AI in 2024—a 21-percentage-point jump from the prior year. PwC ...

Financial models have become one of the most important decision-making tools in modern finance. They are critical to enabling informed decision-making. But oftentimes, they are flawed with deep and ...