Wealthcare Insights

The Goals Driven Experience

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The Advisor Spotlight – Anna Green

Anna Green is Russ’ guest advisor in this month’s The Advisor Spotlight. Learn how the...

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Featured Article

New Associate Partnership: Females & Finance

Wealthcare has recently launched our Wealthcare Women’s Forum. Our mission is to bring together...

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Featured Article

Going Indie Isn’t as Scary as It Seems

Going independent doesn’t have to be a scary decision. Our president, Matt Regan, outlines...

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The Advisor Spotlight – Scott Davison

In this episode of the Advisor Spotlight, Scott Davison discusses why limiting the size of his book of business created his ideal practice.

 

7 Best Tax-Free Municipal Bond Funds

Ron Madey, our Chief Investment Officer, had the chance to share his insights on some of the top tax-free municipal bond funds with Coryanne Hicks for US News & World Report. 

Tesla Competitors: 6 Rival Electric Vehicle Stocks

Our CIO, Ron Madey, shared some of his insights on today’s top electric vehicle stocks with Coryanne Hicks in this US News & World Report article.

Drivers of Strategic RIA Growth: Wealthcare’s Matt Regan

Listen as our President, Matt Regan, discusses Wealthcare’s growth over the last few years and what made it possible with Mark Bruno on the RIA Edge Podcast.

As Cyber Threats Mount, Advisors Have a Target on Their Backs

Cyberattacks and ransomware are, unfortunately, becoming more sophisticated by the day. It is now more critical than ever for advisors to be on high alert. Our president, Matt Regan, talked about what advisors should be looking out for with Kenneth Corbin.

How Financial Advisors are Pivoting as the COVID-19 Pandemic Stretches On

As advisors still continue to adjust working styles as a result of the pandemic, it is crucial for their practices to be flexible. Our president Matt Regan, shared his thoughts on that and how advisors can continue to meet clients’ needs through technology and virtual tools with Kate Stalter.

The Advisor Spotlight – Dave Petoskey

Learn more about how Dave utilizes his partnerships to add value to his growing practice.

School’s in Session and First Lesson Is Practice Management

Thought your years of schooling were over? Not just yet! In this piece in ThinkAdvisor,  our president Matt Regan discusses the importance of educating yourself in practice management – an area of expertise that many advisors could use some help on.

Perspectives from the President of a growing independent financial advice firm

Listen to an interview with Wealthcare’s president, Mattt Regan, and Russ Thornton of Wealthcare for Women as they discuss the  independent financial advisory industry on the Women’s Retirment Radio podcast.

 

Succession Planning – Now More Than Ever!

ICYMI: We were featured in the 2021 WealthManagement.com MidYearOutlook! In this piece our president, Matt Regan, discusses the importance of having a succession plan. “If there is one thing the pandemic has taught us, it’s that we can never be too prepared for the future.”

The Advisor Spotlight – Josh Barron

Learn more about how Josh’s commitment to white glove client service has added value to his growing practice.

We are honored… FAMagazine Ranking

As the RIA landscape continues to change and grow, we are excited to be included in the 2021 FAMagazine Annual RIA Survey and Ranking list

Leveraging DPL to Attract Advisors and AUM

We’re to partner with DPL Financial Partners. They provide Wealthcare advisors and clients easy access to low-cost, commission-free insurance products. In addition to their products, they provide expert advice and education to our Fee-Only advisors.

Join host Eric Payne, DPL Consultant, and Russ Reinhart, Managing Director at Wealthcare, as they discuss the benefits of our partnership on the Advisor Revelations podcast.

WealthTech on Deck Features Len Reinhart

Founder and CEO of Lockwood Advisors, Inc. and Wealthcare’s former Executive Chairman, Len Reinhart, discuss the evolution of the financial services industry and the introduction of goals-based planning over his 40-year career in an interview with Jack Sherry from WealthTech on Deck podcast.

Matt Regan Interview with Executive Leaders Radio

Listen to Wealthcare’s president Matt Regan open up about how his childhood experiences and upbringing have influenced his management style and approach to the financial services industry on the Executive Leadership Radio podcast.

The Worst Career Advice You’ve Ever Gotten: Advisors’ Advice

Starting off in any career, it’s important to get good advice. Russ Reinhart, Wealthcare’s Managing Director of Advisor Development, recently shared some of the worst advice he got and how it pushed him to be a better advisor in this article from ThinkAdvisor.

Real Estate Funds with the Best 10-Year Returns

In the News…Wealthcare’s Chief Investment Officer Ron Madey provides insight into the top-performing real estate funds of the decade in this Financial Planning article.

Spring-cleaning Your Advisory Practice

Spring is a great time for advisors to address inefficiencies in their practices. But where should they start and what should be included? Wealthcare’s president, Matt Regan, speaks to these questions in Spring Cleaning Your Advisory Practice in Investment News. Click to read the article

Matt Regan on Embracing the Art of Listening for Holistic Goals-Based Financial Planning

Listening is a vital tool when it comes to holistic goals-based financial planning. It helps an advisor to establish a plan based on the client’s goals regardless of the state of the markets. It is also a principal element in building a platform that allows advisors to go independent or scale and grow their practice. We invite you to listen to Wealthcare’s President, Matt Regan explains the importance of listening in discussion with David DeCelle on The Model FA podcast.

The Advisor Spotlight – Brad Michels

Learn more about how Brad Michels sets the stage for client success in this inaugural advisor spotlight series podcast.

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