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fee-for-service model

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Topic

More fee-for-service models, please!

Axtella executive says the advice industry faces challenges in connecting with younger clients.

Topic
  • News
  • March 15, 2023

Want more new business? Add subscriptions, AdvicePay says

About 90% of households don't use financial planners, but offering fee-based services could help win them over, the firm says.

Topic
  • News
  • October 13, 2020

XYPN advocates for consistent regulation of fee-for-service advisory model

The group's lobbying effort must address states’ concerns about charging without delivering