An increasing share of advisors are using subscription based models for financial planning advice, according to a new report. Last year 85% of invoices issued by advisors were for subscription advice ...

At the broad-brush level, adding subscription services to wealth advisory practices is easy to understand. And it’s good for everybody. For advisors, subscriptions add revenue without cannibalizing ...

When people work with a fitness trainer, they expect a workout tailored to their abilities and goals. Similarly, when they work with an architect to design a new home, they expect the plans to reflect ...

If everything goes according to plan, the $35 million capital raise that Facet just concluded will be its last before the fee-only financial planning platform turns a profit.

Cody Lachner launched Next Adventure Financial, his Lafayette, Ind.-based registered investment advisory firm, about a year ago, determined to attract younger clients who don’t have a lot of assets ...

Traditionally, investment management has been the bread and butter of wealth management firms' service offerings. But for many advisors, that value proposition is insufficient without at least some ...