A recent report by research firm Cerulli Associates found that affluent clients are most interested in fee-based planning models. The survey found that 36% of affluent investors say they prefer ...

What Is a Fee-Based Advisor? A fee-based advisor is a finance professional who is paid by the fees they charge their clients. While they are primarily compensated through client fees, they may also ...

Most financial advisors are compensated by fee-based models, and by 2026, more than three-quarters of the wealth management industry is expected to operate on a fee-based model, according to the ...

While a growing share of affluent investors say they prefer fee-based financial advice, many still opt for other compensation models, according to new research from Cerulli Associates. Cerulli’s ...

Key Points ・Financial advisor fees still vary widely: from under 0.30% at digital robo-advisors to 1% or more at traditional ...

While fee-based financial planning has won over many wealthy investors, some clients, especially the more self-directed ones, still prefer commissions and no-fee platforms, according to a report by ...

Asset-based fee compression among financial advisors is expected to escalate by 2026, according to new research from Cerulli Associates. In a survey of financial planners, advisors said they expect ...

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Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. There’s a question we rarely ask in the financial world—perhaps because the answer is ...

Explore how financial advisors and financial planners differ in scope, credentials and compensation so you can choose the right expert for your needs Staff Personal Finance Editor, Buy Side Valerie ...