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Practice Management

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
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
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
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 "How to Evaluate WealthTech AI for Financial Advisors"

March 10, 2026

How to Evaluate WealthTech AI for Financial Advisors

Our Q1 RightInsights event was focused on key WealthTech and AI trends. We hosted industry experts Michael Kitces and John O’Connell. Here, we collect their thoughts.

  • Advisor Stories
  • 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
Financial Advisor Marketing: 8 Ways to Attract New Clients

October 17, 2025

Financial Advisor Marketing: 8 Ways to Attract New Clients

This guide covers the marketing essentials: why a plan matters, how to build one, and eight proven marketing strategies.

  • Advisor Marketing
  • Practice Management
Text of "What to Include in a Financial Advisor Business Plan"

September 12, 2025

What to Include in a Financial Advisor Business Plan

This guide breaks down exactly what goes into building a comprehensive business plan including key elements and actionable tips.

  • Practice Management
Title of "Wealth Management Software Solutions for Financial Advisors"

September 5, 2025

Wealth Management Software Solutions for Financial Advisors

A guide of wealth management software solutions for financial advisors to streamline, boost engagement, and grow.

  • Industry Intel
  • Practice Management
RightCapital's RightIntel and text "15 Wealthtech Software That Help RIAs Scale and Grow Faster"

August 1, 2025

15 Wealthtech Software That Help RIAs Scale and Grow Faster

This guide highlights wealthtech software solutions to help advisors scale their practices and deliver better client experiences.

  • Practice Management
  • Industry Intel
Title of "8 of the Best CRMs for Financial Advisors"

July 25, 2025

8 of the Best CRMs for Financial Advisors

A guide of CRM software options for advisors to manage client interactions, improve workflow automation, and scale their firms.

  • Practice Management
  • Industry Intel

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