I often field questions about which adviser fee model is the best: commissions, fee-based, AUM-based or a subscription. Financial compensation drives adviser behavior to a degree, and therefore some ...

The wealth management industry has undergone tremendous growth in the last five years. RIAs with more than $5 billion in assets under management grew at a 24.7 percent five-year compound annual growth ...

Mike Santoro, president of Walker Sands: Internal misalignment on the ideal marketing programme makes it extremely challenging for us as agencies to develop an effective strategy. If the CEO wants to ...