Acknowledging the need for and value of professional guidance in the long-term management of investment assets, the Internal Revenue Code allows investment advisory fees to be deducted as IRC Section ...

County planning director Kayla Brooks told the commission that because of an increase in expenses, the department is costing the county $12,000 a month that it cannot cover with its own expenses. She ...

El Dorado County Planning and Building Department divisions will increase fees in an effort to level cost recovery with revenue. A cost recovery evaluation by NBS Government Finance Group Inc., which ...

Although AUM fees still dominate, other models — such as planning, subscription, monthly and hourly fees — are gaining traction, according to IN's goRIA panelists. By Mark Schoeff Jr. Carolyn ...

One resident in Hingham thwarted a scam seeking $3,000. Scammers are impersonating planning and zoning officials, demanding ...

Apologies for the cliché, but this quote 100% describes how my partner and I got the idea to start a fintech company to allow advisors to easily and compliantly charge their clients for financial ...

In what could be a sign of the times for the advice space, a new report by AdvicePay shows an uptick in what financial advisors charge for fee-based financial planning services. Drawing from more than ...

Charlotte Ransom is the co-founder and chief executive of wealth manager Netwealth. Did you know that you have the right to ask exactly what 'all-in fee' is being charged by your financial adviser, ...

The town of Vail is beginning a process to increase some of its fees associated with planning and development. On Tuesday, March 19, the Vail Town Council had a work session on its planning ...

The wealth management industry's traditional fee model is blocking more financial advisors from providing valuable tax and estate planning services to clients, according to Steve Lockshin. Processing ...