AdvicePay Fee-Based Planning Blog

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...

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...

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...

Financial institutions that support fee-for-service financial planning enable their financial professionals to engage high-income, low-asset households traditionally turned away under the assets-under-management billing model, establish a recurring...

Integrated WealthCare is a multi-specialty wealth management firm, serving the unique needs of physicians and medical professionals. They have over fifteen years of experience guiding physicians in the development of personal financial success, designing...

Chad Chubb is a Certified Financial Planner™, Certified Student Loan Professional™, and the founder of WealthKeel and lead advisor.

He’s passionate about working with physicians and their families to create financial plans that take complex money-issues...

Kaleb Paddock, CFP®, is the Founder of Ten Talents Financial Planning. Founded in August 2018 in Parker, Colorado, Ten Talents Financial Planning is rooted deep in bringing confidence and clarity to their clients' financial situation. As a fiduciary and...

For three generations, Valmark Financial Group^® has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth transfer and wealth management firms to meet the unique and changing needs of clients.

Implementing fee increases can be a considerable challenge for financial advisors. However, since the cost of doing business rises every year, it is important that you also get your clients in the habit of paying an additional percentage each year. Plus,...

Mason & Associates, LLC, has ambitious plans to redefine the financial planning industry, client by client. They are an independent financial planning firm located in Newport News, Virginia.