Libretto, the ‘total wealth’ advice platform for RIAs and family offices, has launched Libretto Insights, a new educational hub featuring content and resources for financial advisors and wealth managers.

Libretto’s Insights page features educational articles, webinars, podcasts, videos, interviews, news, and other thought leadership content exploring concepts related to Libretto’s differentiated approach to financial planning and investing.

Originally designed to manage ultra-high-net-worth clients, Libretto captures a holistic picture of each client’s lifetime wealth, inclusive of private assets, liabilities, and future inflows. It then connects planning to portfolios and risk management, considering liquid investments as a “completion portfolio” that addresses the client’s unique objectives and risks. In doing so, Libretto empowers advisors to deliver sophisticated solutions for clients of all wealth levels.

Libretto’s distinctive financial planning methodology is reflected across the content and resources available on its Insights page. Topics include managing clients’ total wealth, valuing human capital, working with UHNW clients, reimagining risk management, going beyond the Monte Carlo, AI’s increasing role in wealth management, and more.

“Technology alone doesn’t create better advice,” said Jeffery Coyle, Founder and CEO of Libretto. “Advisors also need a framework for thinking differently about planning, investing, and risk. Libretto Insights gives us a place to share more of that education with the advisor community.”

To learn more and access Libretto’s Insights page, please click here.