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.

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Ethics 101 for Financial Advisors: What You Need To Know…

We’ve seen regulations meant to protect consumers and firms implemented in the last decade, and while compliance can sometimes seem like a hassle, the role of regulations is to make…
February 26, 2020

Best discussions about financial services and wealth management on LinkedIn

Short guide to the people who are sparking and contributing to meaningful sharing and discussions about the wealth and finance industry on LinkedIn.
February 21, 2020

The Benefits of Remote Working as a Financial Advisor

At Xtiva we’ve noticed a change in how many of our users work and manage their teams – remote working. More and more financial advisors are leaving their traditional offices behind…
February 13, 2020

How to Market Your Financial Advising Practice on YouTube

YouTube is a powerful tool for building trust with leads and users.
February 12, 2020

What Financial Advisors Need to Know About the Gig Economy

The gig economy is rapidly growing—are you up for the challenge
February 3, 2020

Which Marketing Data Privacy Laws Affect Fintech?

Putting your consumers first is a top priority when it comes to protecting marketing data.
January 29, 2020

Does Snail Mail Still Work for Financial Advisors?

Should you invest in print direct mail to attract new clients to your financial practice?
January 15, 2020

Cybersecurity Threats Facing Financial Advisors in 2020

Do you know what risks financial advisors face in 2020 when it comes to online security? It's never been more important to protect your data.
December 12, 2019

Topics to Cover with Advisory Clients in the New Year

What needs do your advisory clients have in the New Year and how can you meet them with confidence?
December 11, 2019

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