Wealth Advisor

See Wealth Planner

Previous Next

Wealth Management Compensation in a Reg BI World

An overview of Regulation Best Interest (Reg BI) and the changes it will bring for investment firms and advisors, as well as customers.

Understanding SEC Rule 17a-4

This article clarifies various aspects of SEC Rule 17a-4 regarding the preservation and maintenance of records.

Blockchain and Finance: How the Industry Is Changing

What is blockchain and how will it affect the future of finance? These are our biggest predictions for the world of blockchain.

5 Ways Financial Advisors Can Use Video Marketing to Generate…

Video marketing is a powerful lead-generation tool if you know how to leverage it on your website and social media.

Up Your Game: 5 Non-Industry Certifications for Financial Advisors to…

There's a world beyond financial certifications that's worth exploring. These non-industry certifications will grow your practice.

Time Management Life Hacks for Wealth Managers

Is there never enough time in the day? Learn how to accomplish more with the limited time you have.

Social Good Awards: 2nd Annual Back to School Supplies Drive

Xtiva is donating school supplies in our 2nd annual donation to deserving schools in the Miami area.

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.

See the difference XTIVA can make for your business

Get a demo

Xtiva Achieves More

Leave us your info and we’ll be in touch shortly!





Sending...