Articles by Kelton Corcoran

About the author:

Kelton Corcoran

Senior content marketing specialist

Kelton Corcoran is a senior content marketing specialist at NaviPlan, the financial planning technology provider of choice for more than 140,000 financial professionals.

Reg BI has arrived: What to know about the new standards

It has been 391 days since the Securities and Exchange Commission introduced a new set of standards for broker-dealers, registered investment advisors (RIAs), and dual registrants. On June 30, the Reg BI rule went into effect, ensuring brokers are acting in the best interests of their clients.

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Whitepaper | Good isn't good enough

As advisors dissect which method is best to deliver top-notch advice and grow their practice, it is crucial to understand how relying too heavily on the simpler goals-based planning method can be detrimental to advice quality.

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Whitepaper | A decade of disruption

In the last decade, investor expectations have been reshaped by technological advancements and the financial crisis. Today, investors are looking not only for the advice of a trusted advisor but also for a more hands-on role in managing their financial future.

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Whitepaper | Determining the best FinTech solutions

Financial planning is constantly changing, and the most successful firms realize the importance of technology to their growth and client satisfaction. With so many FinTech solutions on the market today, how can you know which are the most fitting for your organization's workflow?

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Whitepaper | Lessons from the data revolution

In today’s digital age, advisors are competing with much more than just the firm down the block. By leveraging innovations in planning technology and embracing opportunities created by AI, advisors can do far more, with far less.

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Catering to high-net-worth estate planning needs

As ultra-high-net-worth clients get closer to their sunset years, concerns over minimizing potential estate taxes become a very real question. NaviPlan® financial planning software can help answer those concerns with its various estate strategy and modeling options.

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Relationships matter to HNW clients

Advisors need to remember that the ultimate goal of technology should be to improve the connection their clients have with their finances and the strength of the client-advisor relationship.

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Understanding why high-net-worth investors love student housing

As an advisor, understanding how clients think about money is essential to not only provide good advice but also to attract new clients. This is especially true for high-net-worth (HNW) clients, who tend to look at certain factors when making investments or other financial decisions.

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eBook | An advisor's guide to social media

Social media has become an essential tool for advisors to connect with others and enhance their brand. This guide will give you a set of best practices to build strong brand recognition, make strategic connections, and prospect for future clients on various social media platforms.

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