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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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.
October 17, 2019

Understanding SEC Rule 17a-4

This article clarifies various aspects of SEC Rule 17a-4 regarding the preservation and maintenance of records.
October 16, 2019

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.
October 15, 2019

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.
October 8, 2019

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.
September 24, 2019

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.
September 17, 2019

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.
August 27, 2019

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.
August 21, 2019

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.
August 13, 2019

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