Resource Center
Everything advisors need to understand how bQuest works, how firms are using it now, and why Longevity Planning and Care Coordination is the new frontier of holistic planning in wealth management.
Blogs & White Papers
Read & Research
Explore written content on longevity planning, care coordination, and the growing opportunity for advisors to lead in this space.
white paper
Aug 2026
Retirement Planning Is Broken
The industry has spent decades answering one question: will the money last? This paper makes the case for Longevity Planning, the next evolution of financial advice built for clients who are living longer than any generation before them.
white paper
April 2026
Why Aging-in-Place Belongs in Every Retirement Plan
A guide for financial advisors on integrating home modification planning into retirement conversations before a fall, a diagnosis, or a crisis makes the decision for your client.
white paper
March 2026
Digital Asset Legacy Planning
Knowing the password is no longer enough. A look at how digital assets, online accounts, and crypto holdings create new vulnerabilities in estate and end-of-life planning.
white paper
March 2026
Solo Aging for Individuals
What happens when there’s no spouse, no kids nearby, no obvious person to make the call? This paper breaks down the planning gaps solo agers face and how advisors can step in before a crisis hits.
white paper
Feb 2026
Why End-of-Life Planning Belongs in Client Conversations
Financial advisors guide clients through retirement, estate, and wealth decisions. Yet one area remains under addressed: the human realities of end of life.
white paper
May 2025
Aging Care Is the Next Frontier for RIAs
The advisory firms that figure out aging care first will own the next decade of client loyalty. This paper makes the case for why RIAs can’t afford to sit this one out.
Webinars & Videos
Watch & Learn
Recorded webinars, platform walkthroughs, and game-changing video content from the bQuest team and partners.
Case Studies
See it in Practice
How advisory firms are using bQuest to deepen client relationships, strengthen multigenerational connections, and stand out with meaningful support families truly need.
case study
Destiny Capital
How Destiny Capital integrated bQuest to serve their clients’ aging care needs and saw engagement from their most financially secure households.
case study
Merit Financial Advisors
Merit Financial Advisors on how bQuest became a differentiation tool in client conversations and a value-add their team could deploy without added overhead.
case study
West Avenue Private Wealth
How West Avenue Private Wealth turned longevity planning and Care Concierge support into a lasting loyalty-building differentiator for UHNW client families.
In the News
Company News & Momentum
Learn about bQuest’s mission, vision, and growth as we build the care coordination category for financial services.
Product Launch
bQuest Launches Care Concierge Service
Coverage of the Care Concierge launch, helping financial advisors support clients through aging care transitions and end-of-life planning with white-glove service.
Press Release
First Rate Ventures Leads Investment in bQuest
First Rate Ventures announces its lead investment in bQuest, the care intelligence platform transforming aging and end-of-life planning in financial services.
Press Release
bQuest Launches to Help RIAs Meet Surging Aging Care Demands
The initial PR Newswire announcement covering bQuest’s launch and its mission to give RIAs a turnkey client support platform for aging care.
Ready to see bQuest in action?
Book a 30-minute demo and see how leading advisory firms are turning aging care into a meaningful client value-add and competitive advantage.