Advisor Blog

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

Scott Frey headshot with text reading "How Switching from MoneyGuide Gave This Advisor More Time for Clients" on a blue background with an upward arrow.

August 11, 2026

How Switching from MoneyGuide Gave This Advisor More Time for Clients

Advisor Scott Frey switched to RightCapital from MoneyGuide and found more time to effect change, an easy transition, increased engagement, and much more.

  • Advisor Stories
Guide on retirement spending strategies with a RightCapital chart on floor and ceiling spending analysis, showing a $6,520,371 total retirement expense.

August 7, 2026

Dynamic Retirement Spending Strategies: A Financial Advisor's Guide

Clients don't spend in a straight line. Learn how dynamic retirement spending strategies model real behavior and market swings in a financial plan.

  • Planning
Derek Mazzarella headshot and title "How This Advisor Earns New Business with Tax-Efficient Distributions"

July 28, 2026

How This Advisor Earns New Business with Tax-Efficient Distributions

Derek Mazzarella was searching for a software that was easy for clients to understand and offered enough tools for advisors.

  • Advisor Stories
Presentation slide on RIA technology for large firms, featuring the RightCapital tax analyzer interface with data visuals and a blue background

July 25, 2026

RIA Technology for Large Firms: How to Build a Stack That Scales in 2026

Compare 14 RIA software solutions and learn how to build an integrated tech stack, CRM, portfolio management, and financial planning, that scales with your firm.

  • Industry Intel
  • Practice Management
Nicole Burdick headshot next to text: "How Money Maven Financial Switched from eMoney and Found a 'Night-and-Day Difference"

July 14, 2026

How Money Maven Financial Switched from eMoney and Found a “Night-and-Day Difference”

Nicole Burdick was looking for a more efficient, self-branded platform and found increased client satisfaction and more.

  • Advisor Stories
Thomas Marki headshot & title: "How This Firm Turns Complex Tax Strategies into Real-Dollar Wins for Business Owners with RightCapital"

June 29, 2026

How This Firm Turns Complex Tax Strategies into Real-Dollar Wins for Business Owners with RightCapital

Since adopting RightCapital, Thomas Marki has translated complex tax, estate, and charitable strategies into visuals that clients grasp in minutes.

  • Advisor Stories
Title of "Which RightCapital Subscription Plan Is Right For You"

June 23, 2026

Financial Planning Software: RightCapital Plans Explained

Compare RightCapital financial planning software plans for advisors between Basic, Premium, and Platinum.

  • Inside RightCapital
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
Title of "Training Opportunities Through RightCapital's Webinars"

June 4, 2026

Training Opportunities Through RightCapital’s Webinars

RightCapital offers plenty of free training opportunities, including weekly interactive webinars.

  • Inside RightCapital

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