RIABiz

RightCapital conversions from MoneyGuidePro are a catalyst for Commonwealth's move to put paraplanners at advisor fingertips

Commonwealth launches on-demand paraplanner service for its 2,200 affiliated reps. Migration to RightCapital from MoneyGuidePro fuels demand for paraplanning support. Paraplanners offer expertise in ...
RIABiz

RightCapital makes a run at eMoney and MoneyGuidePro with a new tool to bypass the pain of back-office data entry, but one rival says been there, done that, so bring it on

Shuang Chen: Our sales conversion rate is through the roof. RightCapital could finally shed its gadfly status with a new tool launched today, Oct. 14, to take on the Big Two – eMoney and MoneyGuidePro ...