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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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

WealthTech Trends to Watch in 2020

We've compiled insights of 20 top influencers and subject matter experts on the key WealthTech trends to watch as we enter the decade of the 2020s.
December 4, 2019

Biggest Market Opportunities to Grow Your Advisory Business in 2020

From new audiences to expanding your services, these are the ways to stand out as an advisor in 2020.
November 21, 2019

Financial Advisor Website Mistakes and How to Avoid Them

Are you making any of these website mistakes? They could be getting in the way of your success.
November 14, 2019

Xtiva launches Xtiva Vault to provide enhanced long-term data retention…

New service will provide SEC Rule 17a-4 compliant deep storage solution for investment firms to enhance long-term data retention and protection.
November 7, 2019

SEO Best Practices for Financial Advisors

Improve your search ranking as a financial advisor with a few key tips and tricks — no expensive tools or experience necessary.
November 7, 2019

Select Findings and Fines Related to SEC Record Retention Rule…

BOK Securities BOK failed to maintain thousands of brokerage record in a non-erasable, non-rewriteable format, resulting in a fine of $175,000. The findings stated that the firm failed to maintain…
November 6, 2019

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