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Fees for financial planning are on the rise: AdvicePay
Research shows upticks across subscription and one-time payment models amid investors’ growing appreciation for financial advice.
Tech team-up aims to ease payment pain for advisors
Fintech firm co-founded by Michael Kitces strikes partnership to streamline workflow for fee-based financial planners.
Is fee-for-service poised to shift advisor business models like Schwab did in the 1990s?
AdvicePay's co-founder believes it will as the firm surpasses a 1M transaction milestone.
AdvicePay hires new CEO to succeed Alan Moore
The payment platform brings on fintech veteran Alex Sauickie, who plans to help expand services to banks and broker-dealers.
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.
Alan Moore stepping down as CEO of AdvicePay to become full-time CEO of XY Planning
The 35-year-old co-founder of AdvicePay and XY Planning said he got the AdvicePay board's blessing late last year to make the transition.
Bill Winterberg returns to adviser fintech at AdvicePay
Winterberg will serve as vice president of financial planning growth at AdvicePay, the fee-payment-process technology created by XY Planning co-founders Michael Kitces and Alan Moore.
AdvicePay launches customizable compliance tool
AdvicePay, the payment tool co-founded by Michael Kitces, is trying to make it easier for large advisory firms to adopt differing fee models — and accept payment in a compliant manner.
The latest in financial #AdviserTech — April 2021
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
AdvicePay launches tool for enterprise oversight
AdvicePay, the payment tool co-founded by Michael Kitces, is trying to make it easier for large advisory firms to adopt different fee models.
