Wealthcare Insights

The Goals Driven Experience

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.

Additional Podcast Links

Wealthcare Continues to Grow Adding New Advisors and Exceeding $4 Billion in AUM

Wealthcare, two technology-enabled RIAs, and business units of Financeware, a NewSpring Holdings platform company, continues to attract advisors interested in leveraging their platform and service offering to transform their practices.

Wealthcare Expands Business Development Team with Two Key Additions

WEST CHESTER, PA – March 9, 2021 – Wealthcare, an innovator in wealth management, tech-enabled advisor solutions, and a business unit of Financeware, a NewSpring Holdings platform company, today announced the addition of Michael Murray and Thomas Roberts to its business development team.

5 Lessons of 2020 Advisors Should Harness in 2021

Most of us are happy to say farewell to the year 2020, but let’s not forget to take the lessons of the past year with us into the future. Our very own Matt Regan shares some key lessons advisors can leverage in 2021 for success in a new article in ThinkAdvisor.


How 2020 Changed Everything While Changing Nothing at All

Wealthcare’s president Matt Regan shares his insights in the latest issue of Wealth Management. The article features Matt’s thoughts on the COVID-19 pandemic and its impact on the financial advisory industry.

Standing on the Edge of a TAMP Revolution with Matt Regan, Wealthcare

Wealthcare’s President, Matt Regan, joined Craig Iskowitz from Wealth Management Today on the “Itz On Wealth Tech” podcast describing the importance of technology in today’s TAMP.

GDX360 Process

GDX360® is the first experience-based goals-driven process for today’s inspired investor. The easy-to-use process synchronizes financial planning, investment strategies, and advice that empowers investors to make better decisions to help them reach their life goals. Centered on the investor, it delivers three elements of a positive financial experience: Clarity, Confidence, and Control.

Press Release – Our New Website!

In April 2019, Wealthcare announced that it launched a new website, www.wealthcareGDX.com. This new website shows how the firm’s brand has evolved from a financial planning software focus to a complete goals-driven experience (GDX) for advisors, firms, and investors. Read the full press release here: https://bit.ly/2UpKMVc



MMI Article: The Roadmap to Improved Investor & Advisor Outcomes

A quote from Russ appears in a paper that MMI just published. In this ground-breaking article, Russ and other industry leaders contributed their perspectives on the future of advising.

What is the “Comfort Zone”?

Comfort Zone is produced by our patented financial planning technology. It simultaneously evaluates your goals, investment strategy, assets, and all other financial resources to determine a level of confidence for you that you’ll meet or exceed your goals.

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