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

Nerd's Eye View

While many firms have historically relied on commission-based compensation methods – reflecting a sales-driven approach – financial advice has evolved with technological advancements and a greater focus on financial planning, with the Assets Under Management (AUM) fee emerging as the primary compensation model.

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101 Things That Advisors Actually DO To Add Value (Beyond Just Allocating A Portfolio)

Nerd's Eye View

From advisors who earn commissions from the sales of financial products to fee-only investment advisors who charge based on client assets under management, the value advisors provide to their clients has often been centered on investment management.

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Weekend Reading For Financial Planners (July 1-2)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that NAPFA has announced that it will no longer exclude advisors who receive up to $2,500 in annual trailing commissions from previous product sales, if they agree to donate that money to a non-profit organization (..)

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The Latest In Financial #AdvisorTech (August 2022)

Nerd's Eye View

The deal is well timed to a recent Risk Alert from the SEC about advisors engaging in (unwittingly) incorrect billing due to a lack of strong billing systems and processes.

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Weekend Reading For Financial Planners (September 28–September 29)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study by Cerulli has shown a sharp increase in the number of affluent investors willing to pay for advice, which on the one hand reflects the increasing financial complexity in peoples' lives (while they've also gotten (..)

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The Ultimate Guide to Tax-Loss Harvesting

Harness Wealth

This type of strategy typically involves selling underperforming investments at a loss to offset capital gains (or ordinary income) to optimize portfolio returns. What is the wash-sale rule? The aim is to find investments that have declined in value since purchase, making them suitable for sale. What is the wash-sale rule?

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Market leader stock crashes after CCI orders probe for anti-competitive behavior

Trade Brains

A leading Indian paints manufacturer, renowned for its dominant market presence and extensive product portfolio, faces regulatory scrutiny. Anti-competitive Behavior The Competition Commission of India (CCI) has ordered an investigation into Asian Paints Ltd. Asian Paints Limited’s stock, with a market capitalisation of Rs.