AdvicePay Financial Advisor Community Blog

Choosing the Right Broker-Dealer: Why Technology Matters

August 07, 2024 By: Shannon Beck

As a financial advisor, you rely heavily on technology to keep up with market changes, client communication, portfolio management, billing, and more. But with so many broker-dealers out there, how do you choose the one with the tech stack that not only...

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Topics: Practice Management, User Experience, Fee-For-Service, Enterprise

Automate Your Fee-for-Service Workflow with AdvicePay’s API

July 18, 2024 By: Stacy Ruger

Are disjointed workflows and manual data entry slowing down your firm’s growth? Imagine eliminating tedious tasks, improving data accuracy, and creating a seamless experience for your entire team – home office, advisors, and clients alike. 

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Topics: Practice Management, User Experience, Fee-For-Service, Enterprise

One-time and Ongoing Services to Offer Under the Fee-for-Service Model

June 13, 2024 By: Jesse Hoffmann

With the fee-for-service model, you can customize service offerings for clients seeking advice who don’t (yet) have traditional portfolio assets to transfer to your firm’s custodian for full-time management. This approach allows you to engage these...

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Topics: Practice Management, Fee-For-Service

Top Questions From The 2024 Fee-for-Service Trends and Insights Webinar

May 22, 2024 By: Cassie Jackson

Earlier this year, we released our 2024 Fee-for-Service Industry Trend Report, showcasing data from over 380,000 fee-for-service financial planning transactions processed through our platform in 2023. In our recent webinar, “Fee-for-Service Financial...

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Topics: Practice Management, Fee-For-Service, Integrations, Enterprise

Introducing The eMoney and AdvicePay Integration

February 29, 2024 By: Honor Randall

We’re excited to announce that AdvicePay is now integrated with eMoney, one of the leading financial planning platforms in the industry.

For financial advisors using both AdvicePay and eMoney, here are 3 ways this new integration will help streamline...

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Topics: Practice Management, User Experience, Fee-For-Service, Client Relationships, Integrations, Enterprise

Billing on Held-Away Accounts: Unveiling the Perfect Union of AdvicePay and Pontera

February 14, 2024 By: Jesse Hoffmann

Are you aware that you have the capability to streamline billing on held-away accounts using AdvicePay and Pontera? Your expertise in advising on 401(k) retirement plans deserves proper compensation, even when direct billing to the plan isn't feasible....

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Topics: Practice Management, Fee-For-Service, Integrations, Enterprise

Top 5 AdvicePay Blogs of 2023 for Forward-Thinking Financial Advisors and Wealth Management Firms

January 05, 2024 By: Kaitlyn Reiman

As we say goodbye to the transformative landscape of 2023, a year distinguished by substantial growth for both you and us, we wanted to take a moment to reflect and share some of our most valuable resources.

In the past year, we proudly unveiled our...

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Ensuring Ironclad Security: A Closer Look at How AdvicePay Keeps Your Data Secure

November 30, 2023 By: Scott Doty

Efficient. Compliant. Secure. 

In today's increasingly digital world, financial transactions and data are constantly at risk from cyber threats. The wealth management industry, in particular, must be vigilant when it comes to safeguarding sensitive...

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Topics: Practice Management, Case Studies, Fee-For-Service, Sales, Enterprise

Why Giving Away Financial Planning for Free May Hurt Your Practice

October 31, 2023 By: Shannon Beck

If you are still relying solely on the sale of products and working with clients through AUM (Assets Under Management), then you know that for most of its history, "getting paid" for financial planning has really been about giving away financial planning...

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Topics: Practice Management, Case Studies, Fee-For-Service, Sales, Enterprise

Calculating the ROI of AdvicePay: An Investment Worth Every Penny

October 11, 2023 By: AdvicePay

When you're scouting for cutting-edge tech solutions for your firm, what's at the top of your checklist? Whether you are aiming to boost productivity, keep a competitive edge, or seamlessly expand your operations, it all boils down to one crucial metric...

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Topics: Practice Management, Case Studies, Fee-For-Service, Sales, Enterprise