AdvicePay Financial Advisor Community Blog

It’s hard to believe that we are waving goodbye to 2021 and entering a new year! As a final send-off, we’ve compiled our top 10 most-read blogs of 2021. It’s a great way to reflect on the year, and also gives you a chance to peruse any articles you...

Here at AdvicePay, we know that the time between Thanksgiving and New Years can be incredibly busy. Many of us are taking vacation, traveling, and trying to wrap up projects before the end of the year. 

Who has time to fill out specific payment information on financial agreements, track every single signature obtained on documents by your clients, and then also remember to send the payment request? Maybe some, but if we're being honest...who really...

Earlier this month, we had the opportunity to sit down with industry experts Michael Kitces and Bill Bachrach for a conversation all about fee-for-service.

As you are starting to get your financial planning practice up and running, creating consistent workflows for business processes will be one of your top priorities. 

When your business starts to grow and you add more staff and advisors, the number of...

Are you ready to introduce AdvicePay to your clients? We’d love to help with the transition!

You may have noticed that we didn’t have any release notes last month! This is because our Engineering team had their heads down performing some code wizardry to deliver some BIG enhancements to our Enterprise platform. (We didn’t want to spoil the...

“Generational wealth.” If the term seems familiar, it’s no surprise! This buzzword has taken over headlines within the financial space in recent months, and it shows no signs of fading. But what exactly does it mean, and why is it worth your attention?

In the financial services industry, no one is a stranger to the word compliance.

While researching how to stay compliant as a financial advisor, you’ll usually find long-winded, overwhelmingly complex descriptions of what is required to be in...

Managing the many process components of fee-for-service financial planning as volume grows is increasingly challenging for Enterprise home offices. Firms must track and confirm a myriad of moving pieces, such as: Is there a completed agreement on file...