Advisorpedia is an online content platform designed to educate advisors and investors about concepts, tools, and trends that can help them achieve their goals. It is the fastest-growing website for advisors and decision makers across the financial services industry.

Advisorpedia is NextChapter’s exclusive content marketing distribution partner. Check out the Family Financial Conversation center for relevant content, including podcasts, on issues like caregiving, solo aging, health events and more.

Carefull guards your money, credit, and identity from threats, thieves, and everyday money mistakes. Bill pay services are also available.

Carefull helps protect individuals and families from increasingly sophisticated financial fraud and elder abuse schemes. Carefull also provides bill pay services that help ensure bills – including rent/mortgage, utilities and insurance premiums – are paid accurately and on-time avoiding costly mistakes and potential policy lapses.

SEIA combines its foundations in investment management and financial planning with advisory services to create a truly customized client experience. Our holistic wealth management offering includes the overseeing and stewardship of all elements of your financial life.

SEIA is NextChapter’s health and housing partner – bringing industry leading subject matter expertise with an emphasis on housing transitions, place planning and family financial transitions.

Wealthfeed uses publicly available data to identify individuals experiencing key Moments that Matter and allows users to mine, sort and engage prospects and clients during these key life transitions.”

NextChapter amplifies Wealthfeed’s digital capabilities with practice management, coaching, and client engagement resources/events to optimize conversion and product placement.

Wellthy provides concierge caregiver support to individuals and families navigating health events and caregiving needs including aging, elder care, childcare, veteran’s supportive services, mental health and addiction services.

NextChapter recognizes caregiving’s impacts emotionally, physically and financially. Wellthy helps caregivers and recipients preserve agency, dignity and choice while minimizing the financial impacts and disruption on caregivers.