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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
Topics:
Compliance,
Retainer Model,
Practice Management,
User Experience,
Fee-For-Service,
Enterprise
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...
Read More
Topics:
Feature Releases,
User Experience,
Enterprise
Over at AdvicePay, our entire team has been buzzing about the launch of our newest feature: Deliverables!
Read More
Topics:
Practice Management,
Enterprise
In 2019, we launched the Enterprise Platform of AdvicePay. As we continued developing and customizing the platform, we started to hear a recurring request from many firms looking into onboarding with AdvicePay. They needed a way to collect planning fees...
Read More
Topics:
Feature Releases,
Fee-For-Service,
Enterprise
The world is a much different place than it was five or ten years ago. Really, a lot has changed in just one single year. Technology’s already quick takeover saw an immediate uptick when so many companies went remote due to COVID-19. Although the dust...
Read More
Topics:
Practice Management,
Fee-For-Service,
Enterprise