AdvicePay Financial Advisor Community Blog

Fee-for-service financial planners can help small business clients maximize expanded tax credits by establishing a new retirement plan for employees

The economic challenges of 2022 combined with the rapid increase of inflation and interest rates motivated clients to seek out more than just investment management services from financial professionals. People not only want real financial planning, they ...

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...

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...

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...

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...