Advisor Blog

Explore financial planning insights, tools, and stories to elevate your practice and engage clients more effectively.

Text of "OBBB Act Tax Law Changes: What Advisors Need to Know Now"
Featured

OBBB Act Tax Law Changes: What Advisors Need to Know Now

This guide covers what changed in 2025, why it matters, and how to model possible scenarios in RightCapital.

  • Industry Intel
Featured

Highlights from 2025's Kitces Advisor Technology Report

The Kitces Report, “How Financial Planners Actually Do Financial Planning”, analyzes the state of the financial planning software market.

  • Industry Intel
Chart from March 2025 Kitces Report showing RightCapital with higher ratings in the majority of categories than eMoney
Featured

7 Differences Between RightCapital and eMoney in 2025

eMoney and RightCapital are both leading financial planning software providers. Let’s dig into what makes them different.

  • Industry Intel
Chart from March 2025 Kitces Report showing RightCapital with higher ratings in all categories than MoneyGuide
Featured

7 Differences Between RightCapital and MoneyGuide in 2025

Two leaders in the industry are RightCapital and MoneyGuide. Let’s take a look at the differences between them.

  • Industry Intel
Screenshot of RightCapital's Medicare tool with header "Helping Clients Avoid Costly Medicare Mistakes"

November 25, 2025

Helping Clients Avoid Costly Medicare Mistakes

Find out how RightCapital can help you guide your clients to make the necessary decisions surrounding Medicare.

  • Planning
Screenshot of RightCapital's Cash Flow Maps and text "Goals-Based vs. Cash Flow Planning: What to Use and When"

November 21, 2025

Goals-Based vs. Cash Flow Planning: What to Use and When

With RightCapital, financial advisors have the flexibility to choose between cash flow, goals-based, or a third “modified cash flow” option.

  • Planning
Screenshot of RightCapital's customization and branding options and text "How to Make the RightCapital Platform Yours"

November 13, 2025

How to Make the RightCapital Platform Yours

Use RightCapital to provide your clients with a personalized experience that will always bring them back to you.

  • Inside RightCapital
Screenshot of Asset Allocation within RightCapital and text "What to Expect During a Demo with RightCapital"

November 11, 2025

What to Expect During a Demo With RightCapital

Each demo is a personalized one-on-one virtual meeting with a member of our Sales Team, at a time that works for you.

  • Inside RightCapital
Screenshot of RightCapital's Client Access tab and title "Everything You Need to Know About the RightCapital Client Portal"

November 6, 2025

Your Guide to the RightCapital Client Portal

If you’re wondering what it is your clients see in the RightCapital client portal and what they can do there, read on.

  • Inside RightCapital
Text of "How to Make the Most of Your Free RightCapital Trial"

October 30, 2025

How to Make the Most of Your Free RightCapital Trial

Here's a quick guide of how to get to know RightCapital's financial planning software during your trial period.

  • Inside RightCapital
Text of "How to Migrate to RightCapital from Another Software"

October 21, 2025

Migrating from Another Planning Software to RightCapital

Learn how to migrate all of your client data, get your clients acclimated to something new, and make sure you’re in your comfort zone.

  • Inside RightCapital
Financial Advisor Marketing: 8 Ways to Attract New Clients

October 17, 2025

Financial Advisor Marketing: 8 Ways to Attract New Clients

This guide covers the marketing essentials: why a plan matters, how to build one, and eight proven marketing strategies.

  • Advisor Marketing
  • Practice Management
Text of "RightCapital Mobile App—Budget, Tasks, Vault Storage, & More" and screenshot of RightCapital mobile app on a phone

October 7, 2025

RightCapital Mobile App—Budget, Tasks, Vault Storage, & More

With RightCapital’s mobile app, foster stronger client relationships and empower clients to view and update finances on the go.

  • Inside RightCapital
Screenshot of RightCapital's business module and text "July, August, and September 2025 Enhancements from RightCapital"

October 2, 2025

Q3 in Review: RightCapital's Most Exciting Enhancements

A close look at the most exciting RightCapital updates from Q3 and how they can help elevate your financial planning process.

  • Inside RightCapital
Text of "What to Include in a Financial Advisor Business Plan"

September 12, 2025

What to Include in a Financial Advisor Business Plan

This guide breaks down exactly what goes into building a comprehensive business plan including key elements and actionable tips.

  • Practice Management
Title of "Wealth Management Software Solutions for Financial Advisors"

September 5, 2025

Wealth Management Software Solutions for Financial Advisors

A guide of wealth management software solutions for financial advisors to streamline, boost engagement, and grow.

  • Industry Intel
  • Practice Management

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