RightCapital Financial Advisor Blog

Time is of the essence and it seems each day even more distractions pop up. Below are some suggestions as to how you can save time and increase productivity.

Here are some words straight out of the mouths (or, rather, the keyboards!) of financial advisors as to why THEY think we are the best.

Meet the people behind the curtain who make up the Operations Team here at RightCapital.

If you haven’t gotten through all of our weekly emails or if you’re not yet a subscriber, here’s a rundown of some of the enhancements we were most proud to share from January through March!

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

Whether you are looking to adjust your own productivity or health habits or hoping to influence your clients to form better financial habits, we wanted to share what we learned and loved from "Atomic Habits" by James Clear.

Your clients can access their finances anytime, anywhere with the RightCapital mobile app.

RightCapital’s new business intelligence feature, RightIntel, can help you identify additional opportunities to deliver value to your clients so you can focus on the action.

The latest Kitces Report, “The Technology That Independent Financial Advisors Actually Use (And Like),” released on January 31, 2022, provides an in-depth overview of all major advisor tech stack categories and how advisors feel about their current solutions. We loved poring over the 74-page report, but if you haven’t gotten through it all yet, here’s a quick summary on the current state of the financial planning software market.

RightCapital's highest-rated in the industry customer support team can be reached in many ways. Let us know how we can help you!

The real estate market in many parts of the country has become a hot topic, especially as demand surges, but inventory remains low. With this in mind, it can be expected that financial professionals will be having client conversations around investing or selling real estate. Whether working with a first-time homebuyer or preparing an estate plan for an experienced real estate investor, it’s important to consider all factors before advising clients on how to approach real estate investments. Here are four key considerations to keep in mind.

On June 30th expanded Regulation Best Interest (Reg BI) rules take full effect. The regulation is designed to provide an additional layer of care and concern for ‘retail customers’ of financial professionals. More simply put, the best interests of your client must come first at all times.

Learn how you can expand and improve your client's experience from RightCapital's Director of Customer Success.

Learn how the Founder and President of Integra Financial uses RightCapital Financial Planning software in his advisory practice.

Your clients have worked hard to save for their retirement, help them make the most of their money by explaining the three typical retirement drawdown strategies.

It’s never too early to talk to your clients about retirement and long term financial goals. Here are 4 social security questions to review with your clients!

RightCapital compares how banks and life insurance companies identify and manage risk for clients and how financial planners can use those methods.