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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Data Foundations for Wealth Management 101

As a wealth management firm, your data strategy is no longer an adjunct to your business strategy. Rather it is now core to it.
August 10, 2020

Xtiva expands Canadian footprint and welcomes Harbourfront Wealth Management

Harbourfront adds Xtiva Reward Incentive Compensation as it builds out technology platform to support aggressive growth.
July 22, 2020

Why ‘Best Pay’ is not the right question

Don't focus on best pay, by itself. Look at it in the context of how you can build the most value for your advisory practice over time.
July 10, 2020

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

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