How High-Touch Bill Pay Services Can Help RIAs
Key Takeaways:
- Offering clients bill pay services gives financial advisors a competitive edge and a way to differentiate.
- While there are certain regulatory issues that financial advisors must consider, offering bill pay services to clients is not prohibited; it is a business decision.
- Implementing a bill pay offering is easier in the digital era where there are efficient and effective bill pay platforms available to advisors.
