2024 State of Financial Planning and Fees: Technology’s Impacts

Exploring industry trends and the future of fees and technology

Learn more

The latest trends in the industry

See how advisors are charging for their services and learn the latest in fees and technology trends, including:
  • How financial planning for clients has expanded
  • Whether advisors are charging for plans now
  • If there’s a rise in collecting fees via custodian
  • The concerns over regulatory requirements
  • The top 3 factors driving planning software purchases

Upcoming events

Webinar
Interactive Cash Flow and Estate Planning
Join us for a webinar as we demo advanced estate planning strategies, address client cashflow questions, and model dynamic net worth over time.

Register

Explore MoneyGuide solutions

Envestnet MoneyGuide is a comprehensive financial planning platform that offers foundational to sophisticated planning through micro and holistic experiences. See what the #1-rated financial planning software platform* can offer your firm.

Learn more
 
*2024 T3 Inside Information Survey; Bob Veres, Joel Bruckenstein.