What’s next in the evolution of fee compensation models for financial planners? As the profession has shifted from product sales to providing and implementing a client’s financial plan, compensation ...

Measuring success as a financial advisor comes in many forms. Measuring practice management success for financial advisors is even more difficult. To measure your practice effectively, it usually ...

When you're in the weeds of running your business each day, it can be difficult to zoom out and see how well your company is performing. Even one quarter's worth of results can be misleading. Seasonal ...

In late 2004, my partners and I found ourselves at both a crossroads and a kitchen table. As independent advisers, we felt there was a gap in the industry — the essential support needed to truly ...

Barbara Friedberg is a veteran investment portfolio manager, fintech consultant, and expert investor. She is a published author of several books. If you are considering buying a financial advisory ...

ARLINGTON, Va.--(BUSINESS WIRE)--The National Association of Insurance and Financial Advisors (NAIFA), which empowers financial professionals and consumers through world-class advocacy, education and ...