Want more new business? Add subscriptions, AdvicePay says
About 90% of households don't use financial planners, but offering fee-based services could help win them over, the firm says.
If there's one thing that could help advisors drum up new business, it's offering fee-based services, according to an industry report this week from AdvicePay.
The RIA billing and payment company, founded in 2016 by Michael Kitces and Alan Moore, says that institutional firms that sign up for its
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