~ Built for fiduciary advisors,bQuest connects clients to vetted care professionals and personalized resources-enhancing trust, efficiency, and growth.
With aging-related questions on the rise among client families,bQuest today announced the launch of its advisor-focused platform, designed to help Registered Investment Advisors (RIAs) deliver vetted aging care solutions as an extension of their core financial planning model.
RIAs using bQuest can instantly connect clients to a curated national network of trusted aging care providers-including senior placement experts, care managers, in-home caregivers, grief counselors, and hospice professionals-through an easy-to-use digital interface. The platform supports multiple delivery models including client self-service, advisor-guided support, and high-touch concierge options.
“Financial Advisors are often the first call when clients face difficult aging-related decisions-but they haven't had a trusted, scalable way to help,” said Lauren Clough, co-founder and CEO of bQuest. “We created bQuest to solve that, empowering advisors to save time, deepen trust, and deliver real impact during life's most sensitive transitions.”
As 12,000 Baby Boomers reach retirement age each day, RIAs are fielding more non-investment questions-from long-term care and housing transitions to caregiving, estate planning, and end-of-life issues. Without a structured solution, many advisors are left researching providers and making referrals without confidence or consistency-diverting time and energy from portfolio and business growth.
bQuest is changing that.
The platform integrates seamlessly into advisory practices, allowing RIAs to:
— Deepen multigenerational relationships by supporting clients and their families beyond financial planning
— Protect advisor time by eliminating hours of research and offering pre-vetted referrals
— Deliver holistic planning with clarity around emotionally and financially complex decisions
— Drive organic growth through differentiated service, increased retention, and family-wide engagement
“bQuest has been a powerful, unexpected value-add,” said Tiffany Charles, Chief Growth Officer at Destiny Capital, a Colorado-based RIA. “It's white-glove, simple to roll out, and our clients-especially high-net-worth families-have embraced it faster than we imagined.”
The technology includes:
— Centralized Aging Care Portal – A single digital hub for resources, referrals, and support
— Flexible Access Models – Choose between client-led, advisor-guided, or concierge delivery
— Curated Provider Network – Nationwide, pre-vetted professionals across multiple disciplines
— Education & Engagement Tools – On-demand learning and decision-making guides for clients and advisors
— Marketing Support – White-label content, webcasts, and resources to promote the service
“RIAs are uniquely positioned to lead-not just in managing assets, but in providing peace of mind when it matters most,” added Clough. “We built bQuest based on our own experiences with these challenges, and the early feedback from advisors has been both validating and inspiring.”
To learn more visitwww.thebquest.com.
About bQuest
bQuest is a technology-driven aging care and end-of-life planning platform built exclusively for financial advisors. Designed to integrate seamlessly into RIA workflows, bQuest enables advisors to support clients and families through critical life transitions-from aging in place and caregiving to hospice and estate matters-without sacrificing efficiency or focus. bQuest combines a curated provider network, digital access, and marketing tools to help RIAs grow trust, deliver holistic service, and strengthen client loyalty across generations. Learn more atwww.thebquest.com.
https://c212.net/c/img/favicon.png?sn=NY81817&sd=2025-05-13
View original content:https://www.prnewswire.com/news-releases/bquest-launches-to-help-rias-meet-surging-aging-care-demands-with-turnkey-client-support-platform-302448918.html
SOURCE bQuest
https://rt.newswire.ca/rt.gif?NewsItemId=NY81817&Transmission_Id=202505130900PR_NEWS_USPR_____NY81817&DateId=20250513