Is It Time to Switch to Fixed-Fee Retainers?
By Angie HerbersThe fixed-fee retainer model now has higher client retention rates than the asset-based fee model, our research finds.
July 20, 2021
LPL Financial Nabs $700M Morgan Stanley TeamThe group has three advisors, is based in Los Angeles and has an office in Las Vegas.
July 20, 2021
Mariner, AdvicePeriod to Form $48.1B RIAMariner's deal to acquire AdvicePeriod follows an investment in Mariner by private equity firm Leonard Green & Partners.
July 16, 2021
Schwab Reports Mixed Results: Q2 EarningsIts second-quarter results, which include those of TD Ameritrade, were hurt by a $200 million regulatory charge.
July 16, 2021
SEI Restructures Advisor BusinessThe development follows the TAMP's March 31 acquisition of Oranj's technology platform.
July 15, 2021
Trendspotter: Advisor Fee Structures Are ShiftingAdvisors have become more likely to offer fixed fees and hourly fees in addition to asset-based fees. Here's why.
July 15, 2021
Envestnet, Dynasty Report Strong Demand for ASx Platform: Tech RoundupAlso, AltsAxis launched an alternative investment platform and social network.
July 15, 2021
RIA Deal Activity Cools in Q2Deals are down from a strong first quarter, but 2021 is on track to exceed last year, according to DeVoe & Co. and Echelon Partners.