That's especially challenging when planners must compete against big firms such as Vanguard and Fidelity, which have the scale to offer investments at lower price points than smaller registered ...

Add Yahoo as a preferred source to see more of our stories on Google. Fee-based financial planners are often under pressure to reduce their prices. That's especially challenging when planners must ...

The marketing retainer model had its moment. Fixed fees for fixed scopes gave brands predictability, but not accountability. Agencies got paid regardless of performance. And clients paid for effort, ...