I recently met with two of the leading names in fee-for-service financial planning, Alan Moore and Michael Kitces, during an open-format discussion that allowed wealth management leadership from across the U.S. to ask their most pressing questions.
For financial advisors like you, 2022 was a big year. From working with next-gen clients and producing more revenue to transforming how financial advice is delivered to your clients, you have done fantastic work this past year!
Topics: Practice Management, Fee-For-Service, Client Relationships
I think we can all agree that 2022 was a huge year for fee-for-service financial planning! In fact, a recent Cerulli report estimated the percentage of clients receiving financial planning services will increase from 75% in 2022 to 83% in 2023.
As we...
Topics: Marketing, Practice Management, Fee-For-Service, Sales
Stock market declines are a part of the long-term investing process, and unfortunately, nobody can consistently predict when and by how much the next significant drawdown will be.
Financial professionals encourage long-term investors with prudent advice...
Topics: Compliance, Retainer Model, Practice Management, User Experience, Fee-For-Service, Enterprise
The adoption of the fee-for-service financial planning model is changing the dynamics of business operations inside wealth management firms. As low-cost online automated investment services have increased competition for portfolio management and asset...
Topics: Compliance, Retainer Model, Practice Management, User Experience, Fee-For-Service, Enterprise
The financial services industry is constantly evolving, and one of the evolutions underway right now is the rapid growth of the fee-for-service financial planning business model. For more than 80 years, financial professionals have been charging clients...
Topics: Compliance, Retainer Model, Practice Management, User Experience, Fee-For-Service, Enterprise
Powered by innovative technologies, the financial planning business model is rapidly evolving into a sustainable fee-based revenue stream.
The financial services enterprise companies that have already empowered their advisors to implement the latest...
Topics: Compliance, Retainer Model, Practice Management, Fee-For-Service, Enterprise
As your firm introduces fee-for-service financial planning to your clients, you may be considering a variety of services to offer that align with your areas of expertise as well as the interests of clients. This overlap is known as the product-market...
Topics: Compliance, Retainer Model, Practice Management, User Experience, Fee-For-Service, Enterprise
Welcome to AdvicePay’s quarterly release notes! After a break this winter to give our team the space to focus on some big projects, we’re ushering in spring with a full tour of the most popular new features. We’ve got updates all over our platform, so...
Topics: Release Notes
Last week, we sat down with Michael Kitces and Bill Bachrach and had a conversation all about fee-for-service.
Topics: Practice Management, Fee-For-Service, Client Relationships