Payment processing https://www.financial-planning.com/tag/payment-processing Payment processing en-US Fri, 21 Jun 2024 23:16:18 GMT 2024-06-21T23:16:18Z en-US <![CDATA[ Advisory firms hit record high count in 2023 as total AUM rebounds ]]> https://www.financial-planning.com/list/advisor-count-hits-all-time-high Fri, 21 Jun 2024 23:16:18 GMT 00000190-3cf6-d144-adf4-3ef6849a0000 Rachel Witkowski 2024-06-21T23:16:18Z <![CDATA[ CAIS cuts fees, seeking to 'democratize' alternative investments ]]> https://www.financial-planning.com/articles/cais-cuts-fees-seeking-to-democratize-alternative-investments Fri, 21 Jun 2024 15:40:58 GMT 00000190-3b63-daf1-a9d6-fb63cb610001 2024-06-21T15:40:58Z <![CDATA[ Advisors raised rates without worrying much about losing clients last year ]]> https://www.financial-planning.com/news/advisors-raised-rates-without-worrying-much-about-losing-clients-last-year Thu, 11 Apr 2024 14:00:00 GMT 0000018e-ca0a-def2-a9cf-fb6af2190001 Dan Shaw 2024-04-11T14:00:00Z <![CDATA[ Kitces, Moore crowdsource $2M to fund next payment tool ]]> https://www.financial-planning.com/news/michael-kitces-xy-planning-crowdsource-advicepay-tool Tue, 22 Jan 2019 21:05:42 GMT 00000168-7741-d8a1-a9f9-ffd9c16e0000 Sean Allocca 2019-01-22T21:05:42Z <![CDATA[ Kitces: Why a maligned fee is back in vogue ]]> https://www.financial-planning.com/news/why-a-maligned-fee-is-back-in-vogue Mon, 02 Apr 2018 04:00:39 GMT 00000162-4399-d304-a1eb-5b9d757f0000 Michael Kitces 2018-04-02T04:00:39Z <![CDATA[ Founders of XY Planning Network roll out another advisor tech offering ]]> https://www.financial-planning.com/news/michael-kitces-offers-automated-pay-on-xy-planning-network Mon, 22 Jan 2018 21:54:40 GMT 00000161-1fad-d716-af73-bffd3f470000 Sean Allocca 2018-01-22T21:54:40Z <![CDATA[ Picking the right custodian could save clients cash ]]> https://www.financial-planning.com/opinion/active-passive-portfolios-consider-hidden-custodian-costs Thu, 14 Dec 2017 16:12:36 GMT 00000160-5169-d625-a761-f36f66760000 Al Leary 2017-12-14T16:12:36Z <![CDATA[ The secret to attracting new clients? ]]> https://www.financial-planning.com/opinion/the-secret-to-attracting-new-clients Fri, 28 Jul 2017 16:19:20 GMT 0000015d-89e4-d9a0-affd-dff7c6250000 Mathias Hitchcock 2017-07-28T16:19:20Z