The Rise of AUM Fees: Why the Next Market Correction Puts the Model at Risk

Published on May 19, 2026

The percentage-of-assets fee is so embedded in advisory economics that most firms treat it as a fixed constant rather than a business decision. It shapes how you staff, how you plan, and how you define the relationship with clients. But the AUM model is neither as old nor as inevitable as it feels.

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Building a Multi-Generational Advisory Firm: What to Know Before Bringing in Family

May 19, 2026
Bringing family into an advisory firm is not a shortcut. It can add complexity and raise expectations. But when the mission is clear, standards are applied consistently, and systems are strong, involving family can create meaningful long-term stability. That stability, however, depends on fairness.

SEC Ends Decades-Old ‘Gag Rule’ in Enforcement Settlements

May 19, 2026
In place since 1972, the so-called “gag rule” has drawn criticism that the agency takes away defendants’ First Amendment rights.