Wealth Planner

A Wealth Planner is a term used by some financial advisors. Generally Wealth Planners focus on a higher net worth segment of the market – high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) – and delivery or provide access to a wide range of expertise such as tax planning, wealth protection, estate planning, business succession planning, capital gains planning and risk management.

Previous Next

Event Report: SIFMA Private Client Conference, 2019

I had the opportunity recently to attend SIFMA’s Private Client Conference (April 10-12, 2019) which brings together leaders from the wealth management industry to examine and discuss top issues facing…
April 16, 2019

Lessons from Fast Food: What Wealth Management Can Learn

Wealth management firms take a note from fast food companies when creating their compensation and performance plans.
March 26, 2019

Remaking the client experience in wealth management: BISA 2019 Report

BISA 2019 upshot: to succeed in the wealth advisory business, advisors need to figure out how to deliver a richer, more human experience to their clients – and technology can…
March 18, 2019

How to Start a Podcast as a Wealth Management Firm

If your company or firm is looking to launch a podcast, follow our guide to ensure you are taking the right steps.
March 13, 2019

5 Perks The Financial Industry Can Offer Top Performers

Wealth management firms can boost employee performance by showing support through these perks and benefits.
February 25, 2019

Rick Scearbo, Xtiva Chief Revenue Officer, Talks the Benefits of…

Xtiva's CRO Rick Scearbo talks about the benefits of account based marketing for wealth management firms.
February 19, 2019

5 top takeaways from FSI OneVoice 2019

Here are our 5 top takeaways from the recent FSI OneVoice 2019 event in New Orleans.
February 13, 2019

Working With Xtiva

Learn about the best parts of working at Xtiva and see current opportunities.
February 4, 2019

25 Ways your Incentive Compensation Program is Leaking Profits from…

Here's how your financial services business may be losing revenue and profits through a wide range of seemingly small inefficiencies, poor procedures, misalignments, and human errors.
January 28, 2019

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...