Will Fee-for-Service Reshape the Industry?

November 21st, 2023, 2:30 PM

advisor using financial platform on laptop financial advisor transitions advicepay

AdvicePay, the financial planning workflow platform founded in 2018 by financial advisors Michael Kitces and Alan Moore, has surpassed a milestone of 1 million financial planning fee transactions.

The achievement underscores the growing demand for non-asset-based fees- in advisory services, particularly for next-generation investors, as reported by InvestmentNews.

With a 102 percent growth in advisors added to the platform and a remarkable 193 percent increase in transactions, AdvicePay is positioned at the forefront of this transformative shift.

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.

Will Fee-for-Service Reshape the Industry?

November 21st, 2023, 2:30 PM

AdvicePay, the financial planning workflow platform founded in 2018 by financial advisors Michael Kitces and Alan Moore, has surpassed a milestone of 1 million financial planning fee transactions.

The achievement underscores the growing demand for non-asset-based fees- in advisory services, particularly for next-generation investors, as reported by InvestmentNews.

With a 102 percent growth in advisors added to the platform and a remarkable 193 percent increase in transactions, AdvicePay is positioned at the forefront of this transformative shift.

Financial Advisor Transitions consults advisors nationwide to explore employment transition options and to preserve and protect their practice in any transition that they make.