Libretto launched Libretto Insights, a new educational hub featuring content and resources for financial advisors and wealth managers. The platform includes educational articles, webinars, podcasts, videos, interviews, news, and other thought leadership content focused on financial planning, investing, and risk management.
Libretto said the new hub is designed to complement its “total wealth” advice platform for registered investment advisers and family offices.
Originally developed to support ultra-high-net-worth clients, Libretto’s platform is designed to capture a holistic view of a client’s lifetime wealth, including private assets, liabilities, and future inflows.
The platform then connects financial planning with portfolio construction and risk management.
Libretto treats liquid investments as a “completion portfolio” intended to address each client’s broader financial objectives and risks.
The company said this approach allows advisors to apply sophisticated planning methods across clients at different wealth levels.
Content available through Libretto Insights covers topics including total wealth management, human capital valuation, ultra-high-net-worth planning, risk management, alternatives to traditional Monte Carlo analysis, and the growing role of artificial intelligence in wealth management.
Libretto has also expanded its technology platform during the past 18 months.
Recent additions include AI-assisted data entry and client onboarding, an AI assistant called Mert, and personalized client letters.
The company was also named a finalist in five categories of the 2026 ThinkAdvisor Luminaries Awards.
Libretto was recognized as a finalist for Thought Leadership & Education in Financial Planning.
It was also named a finalist for Product or Service Innovation in Financial Planning, Investment Management, Operations, and Client Engagement.
The recognition marks the second consecutive year Libretto has been named a finalist in the Luminaries Awards.
Winners are scheduled to be announced on December 3, 2026, at the New York Hilton Midtown.
KEY QUOTES:
“Technology alone doesn’t create better advice. 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.”
“We’re honored to be recognized across both thought leadership and product innovation. We believe advisors need both better technology and better frameworks for delivering advice, and those two priorities continue to guide the work we’re doing at Libretto.”
Jeffery Coyle, Founder and CEO of Libretto
