Financial planners continued to use fee-for-service billing models in 2025, as advisory firms and broker/dealers try to serve more clients and scale financial planning across their businesses. The ...

Apologies for the cliché, but this quote 100% describes how my partner and I got the idea to start a fintech company to allow advisors to easily and compliantly charge their clients for financial ...

Financial planning firms have largely shifted to a fee-for-service model as they seek ongoing planning relationships with more predictable, recurring revenue, according to a report by payment ...

BOZEMAN, Mont., March 18, 2026 (GLOBE NEWSWIRE) -- AdvicePay, the industry-leading platform for managing billing, payments, and compliance of fee-for-service financial planning, today released its ...

Fee-for-service financial planning models continue to grow in popularity, especially subscription-based models, according to a new AdvicePay report. The 2025 AdvicePay Fee-for-Service Industry Trend ...

Fee-for-service planning is moving out of the niche corner of the advisory world and into firms’ core operating models, according to new data from AdvicePay’s latest trend report. The billing and ...

Value-based payment models beat fee-for-service models in clinical quality outcomes among Medicare Advantage (MA) members, especially with 2-sided risk sharing, according to a retrospective ...