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Financial Advisor creates compelling content empowering advisors to elevate their practices and help clients realize their most precious life goals. Now in its second year, FA was created by one of the most experienced and respected financial publishing teams ever assembled to examine the new series of challenges - well beyond traditional financial planning issues - which confront Financial Advisors today. FA is published monthly, reaching a highly targeted circulation of 60,000 independent broker/dealer affiliated Financial Advisors and RIAs, including members of the major trade associations serving Financial Advisors, such as FPA, NAPFA, AICPA(PFP), IMCA and ICIMC. As a periodical aimed at established, sophisticated advisors, Financial Advisor will challenge traditional financial planning conventional wisdom. It also intends to introduce readers to new approaches to helping their clients align their personal and financial goals. In an era when both advisors and individuals are bombarded with a deluge of information, Financial Advisor will cut through the clutter by translating useful information into action-oriented knowledge, presented in a compelling fashion that places clients' interests first. Financial Advisor will quickly become the publication on which sophisticated investment professionals rely.
Can select by primary business activity:
Financial Planner/Advisor
Securities Broker
Accounting
Insurance
Banking
Can select by income source:
Commission only
Fee only
Fee & Commission
Can select by total assets under management:
Under $1 million
$1 million - $9.9 million
$10 million - $24.9 million
$25 million - $49.9 million
$50 million - $100 million
over $100 million
***************Editorial Overview**************
Each issue of Financial Advisor will include:
*The Master Advisor with Nick Murray - Monthly insight on the
art of managing client relationships.
*Professional Insights with Russ Prince and Hannah Shaw Grove
- Insight on investor psychology based on research on high net
worth clients of advisors and individual investors.
*Fund Watch with Steve Savage - A monthly look inside the fund
industry from a veteran analyst and commentator.
*Retirement and long term planning strategies - J. Michael Martin
and other noted planning experts share insight on retirement,
estate and tax planning, college funding, insurance and risk
management and other issues facing high net worth clients.
*Practice Benchmark - Dick Wagner, Deena Katz, Mark Hurley and other
industry experts share strategies for managing and growing an
advisory business.
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