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Trends In Financial Advice Fees: What Financial Advisors Are Actually Charging For Their Services

Nerd's Eye View

Despite ongoing changes in the philosophy of financial advice, new Kitces Research on How Financial Advisors Actually Do Financial Planning finds that 86% of advisory firms still rely on AUM fees as their primary method of charging for advice.

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#FASuccess Ep 412: 3X’ing The Business With No More Than 50 Great Clients By Hyperfocusing On Who You Can Add The Most Value For, With Anjali Jariwala

Nerd's Eye View

Welcome to the 412th episode of the Financial Advisor Success Podcast ! Anjali is the Founder of FIT Advisors, an RIA based in Torrance, California (but works virtually with clients nationwide) and oversees $65 million in assets under management for 45 client households. Welcome everyone! Read More.

Clients 244
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CoinShares: Investors Look to Advisors for Risk Assessment on Digital Assets

Wealth Management

They showed a slight preference for ETFs or trusts, with 28% of respondents citing them, followed closely by traditional brokerage platforms (24%), centralized exchanges (21%), custodial investment platforms accessible through their financial advisors for digital asset investment (16%) and decentralized exchanges (10%).

Assets 278
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The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Wealth Management

The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim The WealthStack Podcast: Unlocking Private Markets with AssetMarks Michael Kim AssetMarks Michael Kim unpacks how technology, education and private equity access are converging to redefine portfolio construction.

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#FASuccess Ep 419: Attracting Clients Who Want To Align Their Investments With Their Values With A Sustainable Investing Approach, With Peter Krull

Nerd's Eye View

Welcome to the 419th episode of the Financial Advisor Success Podcast ! Pete is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based in Asheville, North Carolina, that oversees approximately $200 million in assets under management for 250 client households. Welcome everyone! Read More.

Clients 240
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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all handshake hurdles M&A Understanding the Client Retention Hurdle in RIA Sales Understanding the Client Retention Hurdle in RIA Sales by Derek (..)

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Vanguard Plans First Junk ETF as JPMorgan Heats Up Active Race

Wealth Management

Katie Greifeld July 2, 2025 2 Min Read Bloomberg photo (Bloomberg) -- Vanguard Group is planning its debut into an increasingly competitive corner of the $11.6 trillion US exchange-traded fund arena. Active is 10% of ETF assets now — lots of room to grow.” RFG Advisory Launches Suite of Active ETFs $6.5B

Planning 270