Financial Advisor

A financial advisor (or financial adviser in some countries) is typically an individual, with some defined professional certifications and qualifications, who provides financial advice in individuals, foundations, endowments and corporate entities. The term is also occasionally used to reference businesses comprised of individual financial advisors. The scope of advice varies based on the training and professional qualifications of the Advisor. Most commonly, Financial Advisors are involved with investment management, retirement planning, financial planning, trust and estate advice and and risk management/insurance. Advisors are compensated by both direct and in-direct fees paid by their clients.

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How to Leverage Data Analytics to Improve Sales

Grow your business through data analytics by learning how to leverage data in your advisory practice or wealth management firm.

Achieve More in Less Time with These Productivity Tips

Xtiva puts together productivity tips for every advisor working hard to get more out of each day.

SPS Family selects Xtiva for world class Incentive Compensation Management

Xtiva, a powerful Incentive Compensation and Performance Management platform, added as a key piece in the enhancement of Sigma and Parkland wealth technology infrastructure.

Does Your Wealth Management Firm Need a Mentorship Program?

Mentorship can fast track new advisors on their path to becoming valuable and successful employees. Here we explain how and why you should implement your own mentorship program.

Xtiva Launches Xtiva Connect to Enhance Data and Application Integration…

Xtiva has announced the launch of its Xtiva Connect integration service that expands on its data-driven products for the financial services sector.

People’s United Bank selects Xtiva for Data-Driven Incentive Compensation Management

Xtiva strives to optimize People’s United’s compensation capabilities enabling enhanced insights, operational efficiency and results.

Wealth Management 2019 Summer Reading List

Our 2019 summer reading list aims to be a fun and engaging look into the financial industry from the perspective of scientists, millennials, women, branding, advice, and more.

First Impressions: A Modern Approach to Client Onboarding

Efficient client on-boarding is key to the long-term growth of a wealth management firm. Make sure your onboarding process makes a great first impression.

3 Frameworks for Sustainable Investing

Sustainable investing is a trend that's here to stay. These guidelines help financial advisors build portfolios that match client values.

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