Concierge and direct primary care models are rapidly reshaping the U.S. primary care landscape. These membership-based practices, which charge monthly or annual fees for enhanced access and longer ...

If a financial advisor is considered “fee-based,” it means they can earn compensation through a combination of both client-paid fees and forms of compensation related to selling certain products.

The movement towards fee-based compensation isn't losing steam anytime soon – in fact, it's only set to gain momentum. That's according to a new report from Cerulli Associates, which projects more ...

Readers of our work know that we’ve been outspoken critics of the investment management industry. Much of our criticism has been focused on how investment advice is priced and dispensed (see The Truth ...

A recent report by research firm Cerulli Associates found that affluent clients are most interested in fee-based planning models. The survey found that 36% of affluent investors say they prefer ...

While fee-based financial planning has won over many wealthy investors, some clients, especially the more self-directed ones, still prefer commissions and no-fee platforms, according to a report by ...

PriceMetrix Chief Executive Doug Trott has a message for fee-based advisors: think about charging more. The Toronto-based practice management and software business says it’s seeing growth among its ...

While a growing share of affluent investors say they prefer fee-based financial advice, many still opt for other compensation models, according to new research from Cerulli Associates. Cerulli’s ...

On Monday, the Federal Housing Finance Agency (FHFA) announced that all approved lenders will have access to a fee-based alternative to repurchase Freddie Mac’s performing loans with defects, ...

The Association for Fundraising Professionals’ renewed call for Congress to ban percentage-based fees for fund raisers has Ken Goldstein pondering a contrary view on his Nonprofit Consultants Blog. In ...