Client Login
Advisor Login

Tag: Jobless Claims

The Week Ahead – April 13, 2026

In this edition of The Week Ahead, we look at oil prices and the ongoing conflict in Iran, initial jobless claims, and some notable names reporting earnings in the coming week.

Financial Planning

  • Customized financial plans
  • Enhancement and review of ongoing wealth strategies
  • eMoney implementation and ongoing support
  • Certified expert consultation when preparing for or during a client meeting
  • A La Carte or subscription plans to accommodate your preferences
Learn More about our Customized Support

Advisor Engagement

  • Initial and ongoing book analysis and model mapping
  • Vicus View (weekly market update)
  • Vicus EDGE (monthly business enhancement ideas)
  • Semi-annual roadshows (in-person and livestream)
  • Case planning, design and meeting preparation
  • Proposal requests and delivery
  • Qualified retirement plan services
  • In-depth product education and support for advisors and staff
Learn More about our Customized Support

Business Development

  • Business coaching
  • Practice valuation and purchase negotiations
  • Hiring assistance (job description writing, job posting, resume review, and candidate assessments)
  • Liaison for new advisor offices with Vicus Capital corporate office
  • Advisor and support staff onboarding
  • Initial product, platform and services education
  • Client account re-papering assistance (remotely or on-site)
Learn More about our Customized Support

IT & Cybersecurity

  • Cybersecurity solutions
  • Business continuity systems
  • Digital/Virtual solutions
  • Paperless office
  • Cloud Storage
  • Archiving
  • Compliance integrations
  • CRM support
  • Email support
  • Account management and secure messaging
  • Spam/suspicious messages and hacking triage and support
  • Vendor or product review and due diligence
  • Networking infrastructure
Learn More about our Customized Support

Investment Management & Research

  • Broad array of investment platforms:
  • Custom solutions division (including SMAs)
  • Managed solutions division (strategic, tactical and hybrid options)
  • Retirement Plan Services: 3(21) and 3(38) Fiduciary Services
  • Open architecture, advisor as PM structure
  • Investment research and due diligence
  • Model construction and trading
  • Custom proposals and asset allocations
  • Quarterly and ad-hoc market commentary
  • Vicus PM conference calls with end clients upon advisor’s request
Learn More about our Customized Support

Join our Team

Careers
Advisors