Tagged: michael kitces

XY Planning Network Unveils Fintech Solution For Compliant Retainer Billing

XY Planning Network, an organization of fee-only financial advisors, announced this week the launch of its new fintech solution, AdvicePay, a payment processing solution that allows for compliant billing of recurring retainers.The platform will also allow XYPN members to charge monthly retainer fees to clients through bank accounts… Read More

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