Financial Planning

Planner: Tips to explain compensation

When explaining to clients how you’re paid, keep in mind they may be brand new to many investment concepts, including compensation.

February 2, 2015

2 min read

Planner: 5 common client questions about commissions

Most clients have heard the term commission, but they may not know what it really means for advisors.

February 2, 2015

2 min read

Planner: 5 common client questions about fee-only compensation

Most clients come to the table knowing little about how you’re compensated.

February 2, 2015

2 min read

Divorce leaves business in limbo

Jerrod and Penelope met and married when they were employees at a competitor firm. Their financial situations were similar, so they didn’t bother with a marriage contract or shareholders’ agreement.

By Dean DiSpalatro |January 16, 2015

5 min read