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Articles tagged "AdvicePay"


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Alan Moore: Continuing to ride two rocket ships at once was certainly becoming too much.

Alan Moore is the No. 2 busiest man in the RIA business and he just convinced the No. 1 busiest man to budget $200,000 to hire a 'rockstar' to replace him

Alan Moore is CEO of both XY Planning Network and AdvicePay -- and he has three young kids; Michael Kitces agreed to let him hire a full-time replacement CEO for AdvicePay -- with some giant reqirements for the new exec.

February 14, 2023 at 3:15 AM

Alan Moore and Michael Kitces are building a better mouse trap and customers are beating a path to their door

Funded to the teeth by RIAs, Michael Kitces and Alan Moore now have a second big play--modernizing plan payments--and broker-dealers are beating down the door

AdvicePay replaces paper checks and 60-day waits with ACH and credit card transactions for financial plans -- a concept validated by hundreds of their own XYPN advisors signing up

January 25, 2019 at 4:01 AM

MIchael Kitces: Do the math.

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

January 25, 2018 at 7:41 PM

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