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AdvicePay Promotes Kelsey Lewis to President
Lewis will work closely with CEO and founder Alan Moore to execute the firm’s short- and long-term plans. BOZEMAN, MT. M …
AdvicePay and eMoney Streamline Workflow to Get Paid for Financial Planning with Integrations
The new features help eMoney advisors capture AdvicePay’s planning invoices directly in the client’s eMoney vault BOZEMA …
AdvicePay Surpasses 1 Million Transactions on its Fee-for-Service Platform
The milestone reflects the growth in non-AUM advisor fee models and increasing interest in services beyond investment ma …
Inaugural Fee-For-Service Industry Trend Report Reveals Acceleration in Shift to Alternative Revenue Models
Comprehensive study features trends, developments, and stats from over 100,000 fee-for-service financial planning engage …