Nerd's Eye View

DECEMBER 6, 2023

Over the past several years, the financial services industry has undergone a tremendous evolution in how financial advisers deliver and charge for their services. While commission-based models remain in use, fee-for-service models (including AUM, hourly, retainer, and subscription) have become increasingly popular.

Investing 246

Investing Investments Retirement Planning Financial Advising 246

WiserAdvisor

JUNE 4, 2025

A financial advisor who can deliver that kind of all-in-one support can add immense value to clients and save them time, stress, and potentially money. Comprehensive financial planning involves budgeting, investment planning, tax optimization, debt management , insurance coverage, retirement strategy, and even estate planning.

Financial Planning 59

Financial Planning Planning Financial Advisor Ethics 59

Validea

JANUARY 18, 2025

Top Stocks Meeting Both Criteria Axos Financial (AX) This digital financial services provider scores 100% on both strategies. The company maintains high returns on equity around 16%, has minimal debt, and shows consistent earnings growth. and the company carries minimal debt. Management has generated a 22.7%

Financial Services 52

Financial Services Valuation Banking Debt Management 52

Harness Wealth

MAY 25, 2023

Here, we’ll break down the different types of fees that financial advisors charge in 2023. Fee Type Fee Description Typical Cost* Examples Assets Under Management (AUM) A fee based on the percentage of your total managed assets. For more details, visit The American College of Financial Services website.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Fortune Financial

SEPTEMBER 25, 2023

Your risk tolerance will influence your investment strategy and asset allocation. Incomes and Expenses Evaluate your current financial situation. Fees directly impact the overall cost of managing your wealth and can significantly affect your investment returns over time.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

WiserAdvisor

JUNE 2, 2023

These advisors vary in terms of their areas of expertise and the specific types of financial services they provide, and tailor their advice to their client’s financial situation, needs, and goals. Investment advisors help manage and diversify a client’s portfolio to limit their exposure to market volatility.

Financial Advisor 40

Financial Advisor Financial Planner Wealth Management Portfolio Management 40

Fortune Financial

SEPTEMBER 25, 2023

Your risk tolerance will influence your investment strategy and asset allocation. Incomes and Expenses Evaluate your current financial situation. Fees directly impact the overall cost of managing your wealth and can significantly affect your investment returns over time.

Wealth Management 52

Wealth Management Management Risk Tolerance Retirement Planning 52