Advisor Blog

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

The Top 5 Retirement Planning Questions Clients Ask (and How to Answer Them)

June 18, 2026

The Top 5 Retirement Planning Questions Clients Ask (and How to Answer Them)

The top retirement planning questions pre-retirees ask and how to answer them live in your planning software.

  • Inside RightCapital
  • Planning
Patrick Williford headshot and title "How This Advisor Grew His Practice 166% with a Planning-First Approach and RightCapital"

June 15, 2026

How This Advisor Grew His Practice 166% with a Planning-First Approach and RightCapital

A planning-first philosophy can drive meaningful growth. Patrick Williford's practice grew 166% over three years by leading with the plan rather than the portfolio.

  • Advisor Stories
Title "Annuities & Building a Stable Retirement Income Strategy"

June 11, 2026

Annuities & Building a Stable Retirement Income Strategy

A guide for advisors on building stable retirement income with annuities (& what can be done within RightCapital).

  • Planning
Title of "How Annuities Work: A Guide to Types, Taxes, and Income Distributions for Financial Advisors"

June 9, 2026

How Annuities Work: A Guide to Types, Taxes, and Income Distributions for Financial Advisors

Understand the mechanics of annuities so you can match annuities to the right clients.

  • Planning
Headshot of Cary Green and Jean Jacques Widmaier of Green Era Financial and title How Green Era Financial Migrated from eMoney to RightCapital and Improved Their Planning Along the Way

June 2, 2026

How Green Era Financial Migrated from eMoney to RightCapital and Improved Their Planning Along the Way

Green Era Financial discusses the decision, process, and recommendations of moving clients from eMoney to RightCapital.

  • Advisor Stories
RightCapital arrow with text "Succession Planning for Financial Advisors: A Strategic Guide"

May 14, 2026

Succession Planning for Financial Advisors: A Strategic Guide

A practical succession planning guide for financial advisors—covering internal vs. external paths, practice valuation, client communication, and timing.

  • Practice Management
Text of "How to Migrate to RightCapital from Another Software"

May 1, 2026

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
Title of "Charging for Financial Planning: How One Firm Established a Membership-Based Model"

April 10, 2026

Charging for Financial Planning: How One Firm Established a Membership-Based Model

Ron Bullis discusses charging for financial planning and his firm’s membership-based model as an alternative to traditional AUM pricing.

  • Advisor Stories
  • Practice Management
RightCapital screenshot of Smart Import and text "Cut Financial Plan Data Entry Time by 70%: RightCapital's Q1 2026 Updates"

April 1, 2026

Q1 2026 Updates: How RightCapital Saves Advisors Data Entry Time

This quarter's updates are designed to save you time, from AI and OCR-powered data entry to streamlined CSV uploads and more.

  • Inside RightCapital
Michael Whitman headshot and title of "How a Financial Advisor Saved $8400 a Year Consolidating His Tech Stack with RightCapital"

March 27, 2026

How Tech Stack Consolidation Saves This Advisor $8,400/Year

Michael Whitman explains how RightCapital enables him to better serve his clients, while consolidating his in-house tech stack.

  • Advisor Stories
  • Practice Management
Chart from March 2025 Kitces Report showing RightCapital with market-leading ratings in 11/14 areas of interest

March 20, 2026

7 Top Financial Planning Software Platforms For Advisors

This guide compares the top financial planning software options, helping you identify which aligns with your firm's needs.

  • Industry Intel
  • Practice Management
Text of "Why Financial Advisors Should Use Financial Planning Software (and How to Choose the Right Platform)"

February 2, 2026

Why Financial Advisors Should Use Planning Software (+ How to Choose)

Financial planning software maximizes the success of your clients and helps them understand the purpose of your plan.

  • Practice Management

Start Driving Client Success Today

  • 20-minute 1:1 virtual demo

  • 14-day free trial

  • Ask any questions

Start a free trial