Advisor Blog
Explore financial planning insights, tools, and stories to elevate your practice and engage clients more effectively.
 "Text on blue background: \"AI Tools for Financial Advisors: A Practical Guide for 2026\" with an upward arrow at the bottom left.")
FeaturedAI Tools for Financial Advisors: A Practical Guide for 2026
Discover the top AI tools for financial advisors in 2026. Learn key use cases, how to evaluate options, and how RightCapital's built-in AI saves time.
- Industry Intel
- Inside RightCapital
 "Iris™ AI Planning Agent on a blue background highlights RightCapital's Q2 2026 updates including a redesigned advisor portal.")
FeaturedQ2 2026 Updates: How Advisors Save Time with RightCapital's Iris™ AI Planning Agent
RightCapital's 2026 Q2 updates include Iris™, the first planning-focused AI agent which directly interprets client data, a redesigned Advisor Portal, and more.
- Inside RightCapital
 "Chart from March 2025 Kitces Report showing RightCapital with higher ratings in the majority of categories than eMoney")
FeaturedRightCapital vs eMoney: 7 Differences for Financial Advisors
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")
FeaturedRightCapital vs MoneyGuide: 7 Differences for Financial Advisors
Two leaders in the industry are RightCapital and MoneyGuide. Let’s take a look at the differences between them.
- Industry Intel
 "Text on a blue background reads, \"Financial Planning for Childfree Clients: A 60 Million Person Opportunity.\"")
September 24, 2026
Financial Planning for Childfree Clients: A 60 Million Person Opportunity
About 60 million U.S. adults are childfree, and most have never worked with a financial advisor. Dr. Jay Zigmont, CFP, explains what these clients need.
- Advisor Stories
 "Tax Strategies tool in RightCapital, showing tax strategies, asset location, withdrawal, and Roth conversion strategies on a blue background.")
September 22, 2026
Tax Planning in RightCapital: Tax Strategies and Tax Analyzer
Why tax planning has become one of the most visible deliverables for advisors and an overview of RightCapital's award-winning tools, Tax Strategies and Tax Analyzer.
- Planning
 "Guide for financial advisors on estate planning software, featuring a RightCapital flowchart detailing estate distribution, taxes, and charitable gifts.")
September 17, 2026
9 Estate Planning Software Tools Financial Advisors Use for Comprehensive Client Plans in 2026
Estate planning tools help advisors model, document, and visualize how client wealth transfers at death. They fall into three categories: comprehensive planning platforms, document creation platforms, and visualization tools. Most advisors use one from at least two categories.
- Practice Management
- Industry Intel
 "Portrait of Sal Lavely next to text: \"When Clients Become Planning Partners: How One Advisor Simplifies Tax and Insurance Decisions.\"")
September 15, 2026
When Clients Become Planning Partners: How One Advisor Simplifies Tax and Insurance Decisions
Advisor Sal Lavely has clients enter their own data into RightCapital so tax and insurance recommendations arrive as conclusions clients can trace themselves.
- Advisor Stories
 "Debt repayment strategy guide with a RightCapital financial planning graph showing savings of $10,174 and debt-free 36 months sooner.")
August 27, 2026
How to Build a Debt Repayment Strategy for Financial Planning Clients
Only 14% of clients raise debt worries with their advisor. How to build a repayment strategy they'll finish, and tie it to the retirement plan.
- Planning
 "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
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