Retainer agreements set terms for ongoing service relationships. They ensure availability and reduce uncertainty in service provision. Utilize for projects needing flexibility in duration and scope.

That's especially challenging when planners must compete against big firms such as Vanguard and Fidelity, which have the scale to offer investments at lower price points than smaller registered ...

Add Yahoo as a preferred source to see more of our stories on Google. Fee-based financial planners are often under pressure to reduce their prices. That's especially challenging when planners must ...

Opinions expressed by Entrepreneur contributors are their own. Q: Recently one of my good clients trimmed my consulting work to a minimum but is still expecting me to charge the same rate. I’d like to ...