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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Davenport & Company adds Xtiva as part of platform upgrade

Xtiva Reward Incentive Compensation service adds scalability and support for market leading compensation to Davenport.
June 30, 2020

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.
June 29, 2020

Tips for a Successful ‘Remote’ Wealth Management Operations Team

Learn how your team can perform great while at home.
May 28, 2020

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

Xtiva announces financing to invest in product capabilities and expand in key markets
May 6, 2020

How Advisors Can Boost Digital Marketing While Social Distancing

Keep your practice top of mind during a crisis.
May 4, 2020

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.
May 1, 2020

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.
April 29, 2020

Tips for Meeting Virtually with Clients as a Financial Advisor

Connect with clients through digital meetings.
April 27, 2020

Best Practices for Working from Home as a Financial Advisor

Make the most of your workday from home.
April 20, 2020

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