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Tag: surpasses

AdvicePay surpasses 1 million transactions, $500M in financial planning fees as …

Posted on November 27, 2023 by Thomas Powell

This week, the wealth management platform that took the concept of fee-for-service financial planning from undesirable to undeniable is celebrating a pair of major milestones that show how much the game has changed. AdvicePay, the payment processing technology developed by XY Planning Network founders Michael Kitces and Alan Moore, announced that its fee-for-service solution has…

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