RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

After PayPal demurs, Michael Kitces and Alan Moore launch online payments firm for RIAs

Advisors and two Missoula, Mont. angels will fund AdvicePay for increased staffing to sell and service software so that advisors can do billable hours without triggering a custody audit

Author Brooke Southall January 25, 2018 at 7:41 PM
4 Comments
no description available
MIchael Kitces: Do the math.

RIA Compliance

|

Technology


Jeff Spears

Jeff Spears

January 25, 2018 — 8:54 PM
Another significant benefit of this service is it will reduce the days receivable from invoiced accounts significantly. RIAs aren't staffed with bill collectors..
Brian Murphy

Brian Murphy

January 26, 2018 — 2:14 AM
Surprisingly, a much needed service for the community.
Michael Moore

Michael Moore

January 26, 2018 — 3:28 PM
hmmm, wonder what PayPal knows that Kitces and Alan don't....also, all this talk about fee's on vehicles and then $600 + 1.5% of assets just to collect payment doesn't sit well at all. Will have to think about this.
Tony

Tony

January 26, 2018 — 10:48 PM
I would have to agree with what Michael Moore said on this one.

Related Moves

February 14, 2023 at 3:15 AM

Five RIA Doubletakes: An RIA-only law firm breaks away • Kitces launches picker of 'best of breed' RIA software bundles • Vanguard targets 2070 just as media targets TDFs • SEC fishing for RegBI Scofflaws, including RIAs • CFP appoints first African-American chair

RIA Lawyers will reject RIA custodians• Kitces Nascar montage is now interactive and helpful • Vanguard's super long TDF draws critics• SEC supply lines are stretched with new battle front • Kamila Elliot is ex-DFA, diverse and calling CFP shots

January 12, 2022 at 3:13 AM

March 12, 2020 at 1:45 PM


Mentioned in this article:

FPPad.com
Consulting Firm
Top Executive: Bill Winterberg

Kitces.com
Consulting Firm
Top Executive: Michael Kitces



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo

White Paper Postings


Common Tags


Recent Articles


Popular Writers


RIABiz logo

RIABiz

About Us

Directory

Archives

Connect

RIABiz, Mill Valley, California
Copyright © 2009-2024 RIABiz Inc. All rights reserved.