“The friction over fees is in the media and not in the real world,” Joshua Brown, chief executive of Ritholtz Wealth Management, said Tuesday at the Inside ETFs conference in Hollywood, Fla. “Clients ...

In the ongoing effort by independent financial planners to distinguish themselves from old-school commission-based brokers, the advice-only model is going to be difficult to match. For sure the advice ...

There are many potential benefits of asset-based approaches, in which professionals start with what matters to the person and their family, take time to build a trusting relationship and complement ...

We believe reduced competition and favorable terms make asset-based lending a compelling alternative to crowded corporate cashflow lending markets. Asset-based loans are secured by specific assets, ...

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Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Thomas J Catalano is a CFP and Registered Investment Adviser with the state of South ...