AdvicePay Fee-Based Planning Blog

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...

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. 

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...

A Customer-Centric Culture

In the ever-evolving landscape of the wealth management industry, one factor that remains constant is the paramount importance of customer support. At the heart of this mission lies the superheroes of AdvicePay’s success – our...

At AdvicePay, our commitment to our customers goes beyond providing a platform. We constantly strive to deliver features that boost productivity, streamline workflows, and drive your success. In line with our dedication to meeting your needs, we are...

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...

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...