AdvicePay is a payment processing platform for financial advisors to bill their hourly, retainer, subscription, and other financial planning and advice fees while complying with custody regulations, keeping client data secure, and providing efficient ways to manage fee-for-service billing.
Plus, Accenture’s latest compliance risk report, and a new partnership between a fintech startup and an RIA accelerator.
Winterberg is shutting down operations at his FPPad blog and consultancy, but will continue writing and producing videos for AdvicePay.
Robinhood’s big funding, news from Taulia, MoneyGuide, Principal and more
Fee-payment processing platform AdvicePay has teamed with Envestnet | MoneyGuide to help financial advisors collect B2B payments faster.
We look at the big news, announcements and underlying trends and developments in the world of technology solutions for financial advisers and wealth management!