Articles from AdvicePay

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 scalable growth.
By AdvicePay · Via GlobeNewswire · March 18, 2026
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 solution
By AdvicePay · Via GlobeNewswire · December 17, 2025
AdvicePay Named as 2025 ThinkAdvisor Luminaries Awards Finalist for Transforming the Infrastructure Behind Financial Advice
Bozeman, Mont., Oct. 13, 2025 (GLOBE NEWSWIRE) -- AdvicePay, the industry-leading platform for managing billing, payments, and compliance of fee-for-service financial planning, today announced it has been named a finalist in the ThinkAdvisor Luminaries Awards 2025 in the category of Industry Disruption.
By AdvicePay · Via GlobeNewswire · October 13, 2025
AdvicePay Unveils its Summer 2025 Product Showcase with 20 New Features, Updates, and Integrations to Help Advisors Serve Clients and Grow Their Businesses
Highlights of the Summer 2025 Product Showcase include a new integration with Zapier and discounted pricing for new joint customers of AdvicePay and AdvisorBOB.
By AdvicePay · Via GlobeNewswire · July 16, 2025