Flat Fees, Real Alignment: Why Advisors Need to Rethink the AUM Habit

Published on November 5, 2025

AUM-based compensation was a necessary evolution. But it isn’t the endpoint. If our profession is serious about being a profession, not an asset-gathering enterprise, we must continue to evolve. That means taking a hard look at how we get paid.

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The Secrets of Effective Communication

November 5, 2025
Remember that people have different communication and learning styles. What works for one person who “gets it” doesn’t work for another. If a message is important, make sure to use several modes of communication — written, verbal and interactive — wherever possible.

RIA M&A Process Is More Math Equation Than Cookie Cutter

November 5, 2025
M&A is more like a math equation. Your firm plus the desired one should equal what you would like to see occur. There are many other desired outcomes of these deals. For that reason, evaluating each deal with the exact same metrics is preposterous and unhelpful.