In the News

Popularity of Fee-for-Service Means More Clients for AdvicePay

By: Samuel Steinberger, Mar. 21, 2019 /WealthManagement.com/
Co-founded by Michael Kitces and Alan Moore, AdvicePay has picked up six more enterprise clients since its January launch.
AdvicePay is bringing on six more enterprise clients, following the firm’s onboarding of independent broker/dealer Cetera Financial Group. The fee-for-service billing …

Private Advisor Group’s New Affiliation Model Faces Competition

By: Diana Britton, Jan. 15, 2019 /WealthManagement.com/
While the model may be a huge departure for LPL and set PAG apart from other OSJs, the changes bring the firm up to par with what some other RIAs are already doing for wirehouse brokers looking to build their own business.
Private Advisor Group, a hybrid registered …

Developing Young Talent

Attracting young talent in the financial advisory industry.

WealthManagement.com, Aug 02, 2018 – Attracting young talent is one of the major challenges facing the financial advisory industry. The average age of advisors is in the mid-50s, and many independent advisors lack successors to take over for them when they retire. In addition, as firms …

WealthManagement.com Announces Finalists for the 2018 Industry Awards


Judges recognize 156 organizations for their outstanding support of financial advisor success from among more than 600 nominations
Winners to be announced during awards ceremony at the Ziegfeld Ballroom in New York City on September 13, 2018
NEW YORK, NY (May 30, 2018) — WealthManagement.com, the leading resource for wealth advisors and planners, has announced …