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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Davenport & Company adds Xtiva as part of platform upgrade

Xtiva Reward Incentive Compensation service adds scalability and support for market leading compensation to Davenport.

How Will the COVID-19 Pandemic Affect Advisor Compensation? 

An accelerating technology landscape and a pandemic-induced reset on how people think about their health and financial security are bringing a wave of change to wealth industry compensation.

Tips for a Successful ‘Remote’ Wealth Management Operations Team

Learn how your team can perform great while at home.

Xtiva raises $10 million from Recurring Capital Partners to accelerate…

Xtiva announces financing to invest in product capabilities and expand in key markets

How Advisors Can Boost Digital Marketing While Social Distancing

Keep your practice top of mind during a crisis.

Keeping up with IIROC Reforms

We have compiled some areas of regulatory compliance attention for Canadian wealth management firms to help prepare for IIROC's new posture.

WealthTech Trends 2020 Revisited

The key trends driving innovation in wealth technology and digital advice have not changed – they have just been accelerated by the COVID-19 pandemic.

Tips for Meeting Virtually with Clients as a Financial Advisor

Connect with clients through digital meetings.

Best Practices for Working from Home as a Financial Advisor

Make the most of your workday from home.

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