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Compensation

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OMB Releases DOL Advice Rule, But Will It Survive The Biden Administration?

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There’s some debate about whether the amended advice rule for financial advisors will see the light of day.

Advisors' Flat Fees Are Surging, Envestnet | MoneyGuide Finds

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At the same time, more advisors are providing full financial plans, according to a survey.

DOL Fiduciary Rule Sent To OMB, But Can It Survive Biden Administration?

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The rule expands advisors’ abilities to recommend rollovers and receive many forms of compensation.

CFP Board Says Advisors’ Pay Will Be More Transparent

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The CFP Board removed a website compensation search tool last spring.

Can Revamping Your Fee Structure Increase Your Client Base?

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Revamping your fee structure could be a relatively simple way to broaden your client base.

Advisors Considering Switching Firms Face Tough Choices During Pandemic

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The chaos caused by Covid is causing some advisors to hesitate in making a switch, a Fidelity survey says.

Is Robinhood The Hero That Today’s Investors Need?

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What advisors can learn from the commission-free retail trading app targeting the smallest investors.

How Advisors Are Paid Will Be More Transparent, CFP Board Says

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The CFP Board removed a website compensation search tool last spring.

UBS To Boost Fixed Pay, Cut Bonuses In Compensation Revamp

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UBS will increase fixed compensation for those it found were underpaid while reducing their variable pay.

Six States Move Forward With Best Interest Rules For Annuities

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The regulation requires advisors to “act in the best interest of the consumer when recommending or selling an annuity.”

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