However, once they launched AdvicePay, within one year, they saw an average of 457% increase in subscription-based revenue and a 1,060% increase in advisors added to AdvicePay. What started out as ...

Moving Beyond Build vs. Buy For Technology Solutions

In a collection of tweets captured and shared by industry veteran and fintech blogger Bill Winterberg of AdvicePay, multiple advisors looking to connect with their audience on a personal level had ...

How human advisors can bring out the best in generative AI

“There’s a lack of boogeymen [threatening] the market. There isn’t an obvious thing out there,” argues Ross Mayfield, investment strategy analyst at Baird, in an interview with ThinkAdvisor.

Get Ready for a Fall Market Pullback, Baird Strategist Warns Advisors

Retirement researcher Derek Tharp lays out a strategy that adjusts spending based on the probability of success of a retirement plan. This risk-based guardrail strategy addresses the problems of ...

Beyond the 4% Rule: Creating Retirement Spending Guardrails That Really Work

AdvicePay names Suaickie CEO as Moore shifts to board; Plan Sponsor University brings on Kelleher as consultant; Ascensus names retirement sales regional VPs; and more.

Retirement Industry People Moves

Financial advisors and market watchers will continue looking toward September for the Federal Reserve’s next swipe at the inflation giant it hasn’t yet been able to slay. Even though rate ...

Advisors roll with the Fed’s well-telegraphed monetary policy move

Your article was successfully shared with the contacts you provided. Fintech firm AdvicePay has named Alex Sauickie its new CEO, succeeding Alan Moore, the company’s co-founder and owner ...

AdvicePay Names New CEO

The newly-appointed advice tech executive talks about how he got started in politics, how this work intersects with his new role, his thoughts on the fee-for-service model debate and his vision for the future of the advisor billing software company.

Q&A: Alex Sauickie, CEO of AdvicePay

BOZEMAN, MT --News Direct-- AdvicePay AdvicePay, the leading platform for processing payments and overseeing compliance of fee-for-service financial planning has named Alex Sauickie as Chief ...

AdvicePay Names Alex Sauickie as CEO to Scale Up as Fee-for-Service Demand Continues to Grow

AdvicePay, the leading platform for processing payments and overseeing compliance of fee-for-service financial planning has named Alex Sauickie as Chief Executive Officer. Sauickie succeeds Alan ...

Billing and payment platform AdvicePay hires fintech veteran Alex Sauickie as its new CEO, replacing Alan Moore.

AdvicePay hires new CEO to succeed Alan Moore

(Bloomberg) -- TCW Group, the asset manager with a long history of managing bond funds, is expanding into exchange-traded funds with an agreement to buy an ETF business from activist investor ...

TCW to Buy Engine No. 1’s ETF Unit in First Deal for CEO Katie Koch

Call it the RIA-going-public blues. Mega registered investment advisors have a history of struggling once they become publicly traded companies via an initial public offering or merger. Even a ...

Jury’s out as market rejects mega RIAs

This roster includes: leading CRMs such as Redtail, Wealthbox, Salesforce, AdvisorEngine and more; financial planning software such as eMoney, Envestnet MoneyGuidePro, and Asset-Map; and other key providers like FP Alpha, Pulse360 and AdvicePay.

PreciseFP Announces Partnership with LPL Financial to Provide Advisors with Award-Winning Client Data-Gathering Solution

JPMorgan Chase & Co.’s revenue soared to a record in the second quarter, boosted by the Federal Reserve’s interest-rate hikes and its acquisition of First Republic Bank. The firm’s $41.3 ...

JPMorgan posts record revenue on interest rates, First Republic deal

A new paper says that investing part of Social Security’s reserves in equities would be feasible, safe and effective. However, the financial shortfall already facing the program, and the added ...

No, Social Security Shouldn’t Invest in Stocks: Researchers

Advancing financial literacy is a cornerstone of financial advisory. These 10 financial advisors have excelled at providing essential financial literacy resources to their communities.

Standout Financial Literacy Efforts by Independent Advisors

Historically, commercial real estate has paced behind other industries in adopting new technologies and fundamentally changing how it conducts business. Commercial real estate is a relationship ...

A Tech Company's Perspective on How AI Will Impact Commercial Real Estate

The Nareit All Equity REIT Index rose 5.36% in June and is now up 2.97% year-to-date with almost every property subsector—even the beleaguered office segment—posting strong gains for the month.

June Marked the Strongest Month for Public REITs Since January

LPL Financial announced Wednesday that Jeremy Holly, who was at LPL for 19 years before jumping to SageView Advisory Group in 2021, has rejoined the firm as executive vice president of strategic ...

Former LPL Exec Returns to Build Out Succession, M&A Functions

A brokerage general agency (BGA) plans to offer a program on life settlements designed exclusively for agents whose clientele tends to be high-net-worth individuals, closely-held businesses ...

A Program on Life Settlements for Agents in the Advanced Markets

From a pure asset-allocation perspective, higher yields don’t necessarily change the picture, in and of themselves. The bonds that do the best work of protecting against the sequence-of-return ...

How Rising Yields Should Affect Asset Allocation for Retirees, Preretirees

Frictional cash typically sits in an investment account because we just need some small level of cash. The second category is investment cash, which sits in an investment account to deploy for an ...

Where Should Investors Stash Their Safe Money Today?

As many as 167 people left CEO jobs in February, up 49% from January, according to a report by outplacement firm Challenger, Gray & Christmas.

Burned-out CEOs are leaving their jobs in droves this year, but more women are stepping into the role

AdvicePay

cost and features on online medicine delivery apps

Online Medicine Delivery App Development Cost & Features

Startups from all over the world were nominated, from North America to East Asia. In total, 44,000 startups were nominated in over 4,500 cities.

Meet the Winners of Startups in North and Central America

There’s a subreddit with a called r/SubSimulator that took three years in the making and which is fully powered by bots

A Subreddit Where Only AI Chatbots Can Post

I started using Pytorch to train my models back in early 2018 with 0.3.1 release. I got hooked by the Pythonic feel, ease of use and flexibility.

Eight Leaders Explain Their Model Training Libraries For The PyTorch Ecosystem

60+ Ideas to Help Your Startup Survive the Coronavirus Recession

I started learning how to program in February and it’s been a wonderful journey so far..from asking Tobi the dumbest questions (I still do,at times) to figuring it out myself et al. I didn’t think I could improve this fast but,here I am…I’m not 100% but #wemove.

Git this joke over with

AdvicePay Inc. develops payment processing platform. The Company offers a platform that provides financial planning, investment banking, and payment services. AdvicePay serves clients in the State of Montana.

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AdvicePay's stories on HackerNoon

Online Medicine Delivery App Development Cost & Features

Meet the Winners of Startups in North and Central America

A Subreddit Where Only AI Chatbots Can Post

Eight Leaders Explain Their Model Training Libraries For The PyTorch Ecosystem

60+ Ideas to Help Your Startup Survive the Coronavirus Recession

Git this joke over with

AdvicePay's latest news & mentions

Moving Beyond Build vs. Buy For Technology Solutions

How human advisors can bring out the best in generative AI

Get Ready for a Fall Market Pullback, Baird Strategist Warns Advisors

Beyond the 4% Rule: Creating Retirement Spending Guardrails That Really Work

Retirement Industry People Moves

Advisors roll with the Fed’s well-telegraphed monetary policy move

AdvicePay Names New CEO

Q&A: Alex Sauickie, CEO of AdvicePay

AdvicePay Names Alex Sauickie as CEO to Scale Up as Fee-for-Service Demand Continues to Grow

AdvicePay Names Alex Sauickie as CEO to Scale Up as Fee-for-Service Demand Continues to Grow

AdvicePay hires new CEO to succeed Alan Moore

TCW to Buy Engine No. 1’s ETF Unit in First Deal for CEO Katie Koch

Jury’s out as market rejects mega RIAs

PreciseFP Announces Partnership with LPL Financial to Provide Advisors with Award-Winning Client Data-Gathering Solution

JPMorgan posts record revenue on interest rates, First Republic deal

No, Social Security Shouldn’t Invest in Stocks: Researchers

Standout Financial Literacy Efforts by Independent Advisors

A Tech Company's Perspective on How AI Will Impact Commercial Real Estate

June Marked the Strongest Month for Public REITs Since January

Former LPL Exec Returns to Build Out Succession, M&A Functions

A Program on Life Settlements for Agents in the Advanced Markets

How Rising Yields Should Affect Asset Allocation for Retirees, Preretirees

Where Should Investors Stash Their Safe Money Today?

Burned-out CEOs are leaving their jobs in droves this year, but more women are stepping into the role

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