Advisor Blog
Explore financial planning insights, tools, and stories to elevate your practice and engage clients more effectively.
![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
![Thomas Marki headshot & title: "How This Firm Turns Complex Tax Strategies into Real-Dollar Wins for Business Owners with RightCapital"]()
FeaturedHow 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
![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
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
June 23, 2026
Financial Planning Software: RightCapital Plans Explained
Compare RightCapital financial planning software plans for advisors between Basic, Premium, and Platinum.
- Inside RightCapital
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
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
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
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
June 4, 2026
Training Opportunities Through RightCapital’s Webinars
RightCapital offers plenty of free training opportunities, including weekly interactive webinars.
- Inside RightCapital
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
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
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
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
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
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