AdvicePay Financial Advisor Community Blog

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...

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....

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...

As Halloween night approaches with its haunted houses, creepy costumes, and ghoulish tales, you might be tempted to join in on the spirit of giving away financial planning for free. If you are still relying solely on the sale of products and working with...

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...

Historically, financial advisory firms faced significant challenges in implementing and scaling fee-for-service financial planning due to the complexities of management and compliance associated with fee-for-service billing. This limitation resulted in...

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...