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Pioneering a fee-only future in wealth management – with Lynn Chen-Zhang of Zhang Financial
Discover how Lynn Chen-Zhang’s commitment to a fee-only model and a client-centric culture earned her a place on InvestmentNews’ Hot List of 2023.
When fiduciary duty is at odds with what’s right for clients
It's time for the financial services industry to rethink its rules when it comes to offsetting fees.
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.
DPL and tech firm launch online insurance marketplace
The platform, called the SS&C Advent Insurance Marketplace, allows advisers to access a range of fee-only products through Black Diamond Wealth Platform and DPL's proprietary Product Discovery tools.
The outlook for the independent broker-dealer model
For the increasingly fee-based advisers at independent broker-dealers, the transition to the RIA model is likely to pick up speed in the years to come.
Fee-only RIA firms are growing at a healthy clip
The total number of advisory firms with a fee-only model has risen 20% since 2019, according to an analysis of the latest data from the SEC.
CFP Board removes compensation descriptions from consumer website
Organization says the best way for clients to select an adviser is ‘to have a conversation’ with the adviser
Tibergien calls for lower temperatures in “fee-only” debate
"Real issue" is fee transparency and conflicts of interest, Pershing Advisor Solutions CEO says.
