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AdvicePay surpasses 1 million transactions, $500M in financial planning fees as fee-for-service model thrives.

Authors :
Mack, Justin L.
Source :
Financial-planning.com; 11/15/2023, pN.PAG-N.PAG, 1p
Publication Year :
2023

Abstract

As the company that helped bring the once derided business model to masses celebrates a pair of major milestones, advisors who embrace it explain why it works for them. [ABSTRACT FROM AUTHOR]

Details

Language :
English
Database :
Complementary Index
Journal :
Financial-planning.com
Publication Type :
Periodical
Accession number :
173631964