Compensation and Fees
Average Yearly Financial Planning Fee Surges 52% in 3 Years
By Michael S. FischerFlat fees have risen by 15% since 2023, Envestnet reports, while subscription fees have reached $595 per month.
April 24, 2026
Modern Wealth Acquires $1B Brown & Co.This is the California-based RIA's second such deal this month.
April 23, 2026
Schwab Imposes New Account Curbs as Tax-Aware Strategies BoomSchwab is the latest brokerage to rein in long-short SMAs.
April 23, 2026
Hightower to Acquire $9.5B Bahnsen GroupThe wealth management practice is based in California and has seen over 30% annual organic growth.
April 23, 2026
LPL: Phishing Breach Led to Unauthorized TransactionsLPL said it restored affected accounts to their original financial positions.
April 22, 2026
6 Firms to Merge Into New $4B RIAFive of the founding firms of Kintra are current or former Commonwealth affiliates
April 22, 2026
How RIAs, Other Advisors Work With Clients on Retirement Planning: SurveySome 40% of financial professionals believe that 30% or more of their clients spend less than they prudently can.