Advisor Resources
Dividend Analytics for Advisors
Practical articles on dividend safety, income reporting, and client communication for income-focused advisors.
How to Explain Dividend Safety Scores to Clients
A practical script for advisors — how to introduce dividend safety scores in a client review without overwhelming them with data.
The RIA's Guide to Dividend Income Reporting in 2026
What income-focused clients actually want to see in their quarterly reviews — and the data gaps that most reporting platforms leave unfilled.
Why Your Clients' Dividend Data Is Probably Wrong
Most portfolio platforms show dividend yield but not dividend reliability. Here's what that gap costs income investors — and how advisors can close it.
Client Portfolio Reviews: From Spreadsheets to Live Dashboards
How forward-looking RIAs are replacing manual quarterly spreadsheets with real-time client dashboards that update automatically from brokerage data.
Dividend Cut Risk: What Every Financial Advisor Needs to Know Before 2027
The macroeconomic signals that historically precede dividend cuts — and a framework for screening client portfolios before risk becomes reality.