Consulting

As Angie Herbers looks back on two decades at the consulting firm she founded, she shares how she grew it from nothing and what peers in the industry can learn.

Planners appear to be breaking away from the AUM fee structure.

Though largely replaced by the 1% of AUM model, performance-based fee structures are cropping up again — and that’s cause for concern.

Congress created a juicy new tax break, yet hundreds of thousands of clients still don’t know if they can claim it.

After five changes to my pricing model in five years, I finally had a strategy that I had shunned when I started.

Transparency is the key to a good long-term client relationship. That’s why advisors should publish fees and minimums on their websites.

Robo-advisors, micro-investing are making the old ways of doing business obsolete.

There has to be a better measure to use in ranking the performance of a planning firm relative to its peers.

Here are six ways to cultivate a relationship with your client that lasts from Financial Planning columnist John J. Bowen Jr.