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.

Wealthtech Trends to Watch in 2019

What is the most important wealthtech trend that the wealth management and advisory industry should pay attention to in 2019? Here's what the experts say.

December 11, 2018

The Importance of Increasing Diversity on Your Team

Companies in every industry are reaping the benefits of workplace diversity. Don’t be behind the times - make the changes to increase diversity and inclusion on your team.

December 10, 2018

Where to Get Client Gifts for the Holidays

The holidays are a great client touchpoint, and here is where to get all the best cards, gifts, and more to send to your clients, contacts, and staff.

November 29, 2018

Building a Great Marketing Team for Your Wealth Management Business

Build a great marketing department at your wealth management firm with our guide on who to hire and what skills to look for.

November 7, 2018

Winning HR Tactics For Sales Performance Management

Retaining top performers is a must for meeting your goals and excelling as a company. Here are our top strategies and tactics for growing sales performance management.

October 24, 2018

Incentive Compensation Management Trends

How your firm performs in achieving its strategic business objectives is the result of many factors, but few are as important as your advisor incentive compensation plan. With so many…

October 15, 2018

5 Steps to Get the Most Out of LinkedIn Each…

Xtiva brings you the top 5 ways for wealth management organizations and financial advisors to use LinkedIn to become thought leaders, active users, and trusted advisors in the industry.

October 10, 2018

The Performance Graph (or why Xtiva loves Graph Computing)

To accomplish rebooting Sales Performance Management (SPM), Xtiva needed an approach that would integrate lots of disparate data, deliver powerful analytics, and be highly tailorable to each user or business…

October 1, 2018

6 Ways to Build Trust in a Client Relationship

We put together 6 things that financial advisors can do to earn new and established clients' trust in the competitive industry of wealth management.

September 24, 2018

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