AdvicePay Fee-Based Planning Blog

Many financial advisors grapple with the idea of focusing on a niche. You may fear that narrowing your target market will limit your opportunities for growth and success. However, research and experience show that the opposite is true. Focusing on a...

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...

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 ...

I recently met with two of the leading names in fee-for-service financial planning, Alan Moore and Michael Kitces, during an open-format discussion that allowed wealth management leadership from across the U.S. to ask their most pressing questions.

For financial advisors like you, 2022 was a big year. From working with next-gen clients and producing more revenue to transforming how financial advice is delivered to your clients, you have done fantastic work this past year!

I think we can all agree that 2022 was a huge year for fee-for-service financial planning! In fact, a recent Cerulli report estimated the percentage of clients receiving financial planning services will increase from 75% in 2022 to 83% in 2023.

As we...

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...