AdvicePay Wins a Wealth Management Industry Award for Digital Marketing Campaign of the Year for its Fee-for-Service Trend Campaign

AdvicePay earned a total of four nominations at the industry’s most prestigious award ceremony

BOZEMAN, MT. | Sept. 11, 2026

AdvicePay, the industry-leading platform for managing billing, payments, and compliance of fee-for-service financial planning, announced today that it has won the Wealth Management Industry Award for Digital Campaign of the Year for its Fourth Annual Fee-for-Service Trend Report. 

In addition to its win for Digital Campaign of the Year, AdvicePay was nominated in three other categories, including Chief Marketing Officer of the Year for Shannon Beck, Chief Technology Officer of the Year for Juniper Emnett, and Compliance for Compliance Guardrails.

“I’m so proud of my team for their creativity and ingenuity in both developing the report and sharing it widely,” Beck said. “Year after year, this team creates what the industry now regards as the gold standard in fee-for-service trend reporting while also spearheading a dynamic, multi-faceted campaign across traditional, digital and social media. I’m grateful to lead this team and to have an opportunity to offer our industry comprehensive insights into this important and growing segment of the marketplace.” 

For the Trend Report, AdvicePay influenced 20,000 contacts and had a 63% conversion rate. The report also drove more than 1,100 new visitors to the AdvicePay website. 

Since AdvicePay launched its first annual Trend Report in 2023, it has quickly become a go-to reference, providing both qualitative and quantitative metrics around the tremendous growth of fee-for-service financial planning. While some proprietary reports serve primarily as a lead generator, AdvicePay’s Fee-for-Service Industry Trend Report is more than a marketing tool. The report has effectively reframed how advisory firms think about revenue models, positioning fee-for-service financial planning not as an emerging idea, but as a scalable, modern business model, with 11 of the top 15 broker-dealers now adopting AdvicePay.

Over the past year, AdvicePay’s marketing team has spearheaded several critical, high-profile campaigns, which, in addition to the 2026 Fee-for-Service Trend Report, also included the rollout of updated corporate branding. 

Now in its 12th year, the Wealth Management Industry Awards — widely known as the “Wealthies” — spotlight the companies and leaders shaping the future of financial advice, wealthtech, investment solutions and advisor growth.

A panel of judges made up of top names in the industry, led by Wealth Management director of editorial strategy and operations David Armstrong, determines the winners, which each year recognizes the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors.

About AdvicePay
AdvicePay supports the full revenue lifecycle for advisory firms, from billing clients to paying advisors. The industry-leading AdvicePay platform manages compliance, delivery, and payment processing of fee-for-service financial planning. Downstream, AdvisorBOB manages advisor compensation across revenue sources, replacing spreadsheet-based processes that create operational headaches. More than 3,000 firms and 20,000 advisors use AdvicePay’s products.

Media Inquiries: 
AdvicePay
Shannon Beck 
406-412-2047
media@advicepay.com