Although top-performing firms were no more likely to raise fees than others, those that did increase their fees did so more aggressively — especially with regard to smaller clients. At top-performing ...

I often field questions about which adviser fee model is the best: commissions, fee-based, AUM-based or a subscription. Financial compensation drives adviser behavior to a degree, and therefore some ...

Successful registered investment advisors have generally grown their employee bases just slightly under the percentage that they’ve added clients, in a sign that quality firms keep staffing up to pace ...

I am the Managing Partner of EB5 Affiliate Network — a national EB-5 visa firm with 2,000+ foreign investors from 60+ countries. Attracting new clients to your business usually involves considerable ...