Displaying 15 results
Elements woos more fee-only advisors with XYPN tie-up
Partnership expands access to financial planning tech and in-depth practice management training for over 1,800 independent planners.
Does private equity benefit RIAs?
Michael Kitces, longtime financial planner and blogger, says he’s ‘not a fan.'
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.
Advisors must evolve to survive in the AI era
While advisors are in no immediate danger of displacement, simply repeating the 'people will always need a human advisor' mantra won’t stop the inevitable march of progress.
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.
Kitces, LPL exec agree on need for more transparency from RIA custodians
But they differ on exactly how to provide it, ensuring the debate will go on.
Financial advice in the 21st century
Evolving technology, increasing longevity and cryptocurrencies will all play a role in the future of advice, according to seven experts from across the wealth management industry.
Schwab’s Clark, Fidelity’s Canter challenge Kitces over custody fees
Executives from the largest custodians offered Michael Kitces the opportunity to debate his ideas for restructuring custody fees. Kitces took to Twitter to accept the challenge.
XYPN petitions SEC for brighter line between brokers, advisers
The network is prodding the SEC to force brokers to register as advisers if they give advice, provide financial planning or hold themselves out as advisers.
How one adviser came to specialize in serving divorced women
Chris Chen, who began developing his niche 12 years ago, said advisers should identify niches that are as specific as possible.
How top advisers use tech to grow assets: Michael Kitces, Ram Nagappan
Michael Kitces and Pershing chief information officer Ram Nagappan outline areas in which advisers should leverage technology to grow businesses.
Niche financial planning seen as the next frontier
As fee-based advice becomes a commodity, more RIAs are finding opportunities to target specific types of clients. Niche planning is easier for advisers who are just starting out because it doesn’t mean screening out some existing clients.
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.
Kitces report reignites debate over advisory fees
Rick Ferri, a proponent of keeping fees low, rattles cages by suggesting asset-based pricing is a violation of fiduciary duty.
