CE Credit Webinar: Managing Ultra-High-Net-Worth Clients
Many advisors have opportunities to work with affluent clients. The challenge is knowing how to win the business and deliver at an elevated level without fundamentally rebuilding your firm.
Insights
Diving deeper with Libretto
Rethinking Risk, Portfolios, and the Advisor’s Role in 2026
In an uncertain market environment, investment decisions need to reflect more than portfolio risk. Advisors can help clients build greater resilience by connecting investments with spending needs, liabilities, liquidity, and other financial resources.
Interview With Founder and CEO Jeffery Coyle About ‘Total Wealth’ Advice and AI in Wealth Management
Libretto founder Jeffery Coyle discusses how his experience advising ultra-affluent families shaped a different approach to financial advice.
Webinar: Becoming a Wealth Architect
How can advisors deliver more comprehensive advice? One way is to design portfolios that recognize the client's broader wealth structure. Another is to manage risk related private assets and future income.
Podcast: AI for Advisors with Jeff Coyle
In this episode hosted by AI for Advisors, Jeff Coyle discusses why firms should strengthen their advice methodology before automating it with AI.
Podcast: Managing Family Wealth
In this episode hosted by Dimensional Fund Advisors, Jeff Coyle discusses how advisors can help affluent families make more thoughtful decisions about the purpose, stewardship, and transfer of wealth.
Libretto Earns High Customer Satisfaction Ratings in 2026 Advisor Software Survey from T3 Technology Tools for Today and Inside Information
Libretto earned strong ratings in the 2026 T3 / Inside Information Software Survey and received additional recognition across several industry awards.
Beyond the Portfolio: The Advisor as Architect of Total Wealth
The investment portfolio is just one piece of the puzzle. Advisors can manage wealth more holistically, connecting assets, liabilities, risks, and future resources into a coordinated strategy.
Organizing Complexity: A Household-First Approach To Multigenerational Wealth
As families accumulate wealth, their financial lives become more complex. Clarifying each household's needs can help families make clearer decisions about spending, investing, risk, and how wealth is shared across generations.
Starting to Advise Ultra-Rich Clients? Don't Rebuild Your Firm, Just Rethink It
Serving wealthy clients doesn’t require rebuilding your firm. Advisors can move upmarket by using a consistent framework to coordinate complex decisions and outside specialists.
AI’s Increasing Role in Wealth Management
Emerging AI tools can help streamline advisor workflows, but they are most effective when paired with a strong advice methodology. The Libretto team explores how AI can support, not replace, the work of financial advisors.
New Technology Can Help Advisors Succeed
AI tools can help advisors reduce friction, streamline onboarding, and scale personalization across client relationships. Jorge Tarraso discusses how emerging technology can help draft strategies, identify planning gaps, and surface actionable insights.
Managing Total Wealth: What it Means and Why it Matters
What should advisors consider beyond the traditional investment portfolio? Jeff Coyle discusses how advisors can deliver more comprehensive client strategies by managing clients' total wealth.
AI Enhancement Features that Deliver
AI tools are helping advisors work more efficiently. Allison Brown discusses how emerging AI features can help advisors upload client data faster and build more refined communication strategies.
Bob Veres Highlights Libretto in Inside Information
In his takeaways from the T3 2026 conference, Bob Veres highlights Libretto’s distinct approach to financial planning and new AI capabilities designed to streamline advisor workflows.
Libretto Launches AI-Automated Client Onboarding
Libretto announces new AI features, including AI-automated client onboarding and an AI assistant, to help financial advisors scale sophisticated advice from their largest to smallest clients.
One Strategy for All Net-Worth Levels? It Can Be Done, Exec Says
Can advisors serve clients across the wealth spectrum with a single advice framework? Jeff Coyle argues that they can.
Reimagining Risk Management for Private Clients
Traditional measures of portfolio risk don't always capture the full complexity of a client’s life. So how can advisors think about risk management and long-term planning in a more integrated way?
Evolving the Quality of Advice: Why a Total Wealth Mindset Matters
Technology may improve efficiency, but advice remains the core value advisors deliver. Jeff Coyle discusses how advisors can elevate their advice with a more comprehensive view of client financial lives.
Webinar: Total Wealth Planning and Investing
What is "total wealth" advice? It's a framework for integrating planning, portfolio design, and risk management into a unified process for delivering comprehensive advice.
Libretto Selected by Indivisible Partners to Deliver Total Wealth Planning on Indivisible Wealth Platform
Libretto has been selected by Indivisible Partners to deliver total wealth planning capabilities through the Indivisible Wealth Platform. The partnership brings Libretto’s planning, portfolio, and risk management tools to a fast-growing RIA platform built for elite advisory teams.
Looking at Outside Tools for Held-Away Asset Management: Show Me Your Stack
How can advisors better tell the story of a client’s full financial picture? Libretto user Drew Lunt of Scratch Capital discusses how technology helps his firm manage complex assets and deliver a more compelling experience for high-net-worth clients.
Total Wealth Risk Management for Uncertain Times
Risk management is about more than just market volatility. Advisors can prepare clients for uncertainty by coordinating portfolios, reserves, insurance, private assets, and more so different parts of clients' financial lives work together.
Libretto CEO Jeff Coyle Shares Vision for the Future of Wealth Planning
Libretto was built to bring planning methods originally designed for ultra-affluent families to a broader range of clients. Jeff Coyle discusses how Libretto helps advisors deliver more comprehensive advice.
How Advisors Can Win UHNW Business and Build a Service Offering for Wealthy Clients
Advisors don't need to rebuild their firms to compete for the business of wealthy clients. A virtual family office operating model can help advisors scale their existing delivery upmarket.
Why Every Client Should Feel Like $100M with Libretto’s Jeff Coyle
In this WealthStack podcast episode, Jeff Coyle discusses liability-driven investing, the limitations of traditional risk tolerance tools, and why personalization may define the future of financial planning.
How to Land Bigger Clients with Deliberate Tech: Show Me Your Stack
Can a firm’s technology help it win larger, more sophisticated clients? Libretto user Grant Blindbury of FMB Wealth discusses how tech has helped his firm differentiate its client experience and support growth.
Elevating Wealth Planning
Jeff Coyle, founder and CEO of Libretto, explains how the platform is transforming wealth planning with advanced strategies and personalized risk management tools.
Libretto Launches One-Click Personalized Client Letters for Financial Advisors
Libretto launched a new client letter feature that enables advisors to generate personalized, graphic-rich, white-label client letters with the click of a button.
Podcast: From Human Capital to Estate Planning
In this episode hosted by Craig Iskowitz, Jeff Coyle explores how advisors can take a more complete view of wealth to better inform long-term planning and investment decisions.
Podcast: Fintech Impact with Jeff Coyle
In this episode hosted by Jason Pereira, Jeff Coyle discuss how advisors can deliver more personalized advice by looking beyond the investment portfolio to a client’s broader financial life.