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AdvicePay Named as a Finalist in Four 2026 WealthManagement Awards
The platform earned nominations for Chief Marketing Officer of the Year, Chief Technology Officer of the Year, Complianc …
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AdvicePay Celebrates its 10-Year Anniversary, Marking the Evolution of Fee-for-Service Planning from Niche Service to Mainstream Offering
The company is also marking the one-year anniversary of its acquisition of advisor compensation software company Advisor …
AdvicePay’s 2026 Fee-for-Service Trend Report: Planning Fees Rise Again as Subscriptions Become the Default
Analysis of 525K transactions in 2025 shows subscription billing dominates (85.6%) as firms standardize planning for sca …
AdvicePay Surpasses $1 Billion in Financial Planning Fees Processed, Marking 2 Millionth Transaction
The milestone validates fee-for-service as a sustainable business model and cements AdvicePay as the industry’s chosen s …
