• Financial Services' only ​​​​dedicated online community
    ​exclusively for

    RIAs/IARs

    Solution Providers

    Broker/Dealers

    Bank & Trust Officers

    Insurance Brokerage

    Registered Reps

    How it Works
    Join now, its FREE

Upcoming LIVE Webcasts

Finlocity is proud to introduce it's next generation Webcast Series 

LIVE May 30th, 2019    11AM EST

Understanding the High Net-Worth Investor

Guest Speaker

April Rudin

Founder & CEO

The Rudin Group

Learn More/Register

LIVE  June 11th, 2019  11AM EST

CFP New Code of Ethics & Standards of Conduct

Guest Speaker

Marguerita Cheng CFP®,RICP®

Founder & CEO

Blue Ocean Global Wealth

Learn More/Register

LIVE  June 18th, 2019  1PM EST    

Integration: The key to  a full-service approach

Guest Speaker

Jeff Phillips, CFA® CPA

Principal, Managing Director

Rehmann Financial

Learn More/Register

LIVE  June 19th, 2019  11AM EST  

Data-Driven Internet Marketing Strategies that Bring Results for Advisors

Guest Speaker

Josh Engalla

President

Regex SEO

Learn More/Register

FinServ Hub 

Browse...

Equities

Technology

Strategic Services

Featured Channels

Conversations

Stay in touch! Conversations is a forum exclusively for​ 
financial services ​industry professionals.

Learn More

VideoVault

Watch Your Favorite Industry Thought Leaders 

OnDemand.  

Watch More
Starting and Maintaining a Client Advisory Board

Guest Speaker

Richard Busillo

Chairman & CEO

RTD Financial Advisors


Alternative Mutual Funds-
​Complexity of a Vanilla Product

Guest Speaker

Sheri Pontolillo

Principal

InterWeb Insurance


Book of the Month

Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind.


By Michael J. Nathanson (Author), Jeffrey T. Craig (Author), Jennifer A. Geoghegan (Author), Nadine Gordon Lee (Author), Michael A. Haber  Seth P. Hieken (Author), Matthew C. Ilteris(Author), D. Scott McDonald (Author), Joseph A. Salvati (Author), Stephen R. Stelljes (Author)


Effective financial planning for executives and entrepreneurs is complex, dense, and impossible to reduce to a single, easy-to-understand formula. Designed to emphasize the importance of effective, targeted financial planning, this book begins by telling a story about a fictional, but plausible, power couple and their family who (spoiler alert!) do pretty much everything wrong in securing their financial future. In most cases, they don’t do the things needed because they don’t know what they are. Using this story as a case study of executives and entrepreneurs, the book breaks down the case into chapters and offers practical discussions of all the key financial planning pillars―investment planning, tax planning, estate planning, philanthropic planning, risk management, and equity-based compensation to name a few―with the tools needed to tailor a plan for virtually every circumstance and need. While there is no single plan that works for everybody, this book will provide a guide with complicated, technical information alongside specific guidance on how to build an effective financial plan

Visit Top Reads

See what's in it for you!

Finlocity is a members-only online community for 

financial services professionals. It delivers high-impact content and educational resources via a private and secure social network, coupled with a solutions provider directory, and live and on-demand webcasts featuring industry subject matter experts and thought leaders.

Discover the benefits of being a 

Finlocity Member.

Build Community 

Convenience 

Insights from Leaders

Time & Cost Savings

Expand Connections

Earn CE Credits

Our Members

Proudly serving members from leading financial institutions 

How it Works
List Your Company
Become a Member, FREE