An important component of any profession is staying abreast of current strategies, research and practices in the field. The financial advisor profession has several online and print publications to inform and educate their readership. Most of the popular publications translate academic research, current trends, practices and new thinking into easily understood articles. In addition to print magazines, there are websites, webcasts, podcasts and other education formats.
Financial Planning offers both a digital and print edition. The multi-media platform for advisors provides news, information, opinions and the latest findings to support financial planners and assist them in their businesses. In addition to the magazine, Financial Planning also produces podcasts, conferences and whitepapers. Current articles include coverage of latest practices, markets news and industry developments, in addition to opinion pieces and features exploring the client relationship.
Financial Advisor Magazine is another well-regarded publication serving financial planners, registered investment advisors and independent broker-dealers. It focuses on information which best serves the wealthy client. Additionally, this publication aims to go beyond the traditional planning approaches and introduce newer applications of financial management. The magazine hosts conferences and produces videos, webcasts and white papers. Coverage includes markets and industry news, expert views and featured columnists.
The ThinkAdvisor network includes a wealth of information and resources for investment advisors. Offerings include digital content and two subscription magazines, Investment Advisor and Research on Wealth. Coverage areas include wealth management, retirement planning topics, life and health insurance, practice management and investments news.
InvestmentNews.com is an advisor education portal which offers both free online content as well as a print and electronic version magazine for a subscription fee. Since 1998, InvestmentNews has disseminated financial advisor information spanning the industry, market and current financial events. The paid site offers three tiers of membership: print; digital and magazine; and a VIP offering that includes subscriber-only conference calls and database access.
RIABiz pegs itself as the “News, Vision and Voice for the Advisory Community.” This site complements its online presence with a paid company directory and jobs listing board. (For more, see: Popular Technology for RIAs.)
Investopedia has a portal dedicated to financial advisors which is updated several times a day.
The Journal of Financial Planning is the companion publication to the Financial Planning Association, accessible only to members and included with paid membership. Recent coverage includes articles on estate planning and wealth transfer strategies, long-term care insurance, financial planning in a bear market, helping clients with loan forgiveness and the impact of the CARES Act on financial planning. (For more, see: Introduction to Financial Planning Organizations.)
The Bottom Line
The top financial advisor magazines and their companion websites serve to keep professional advisors up to date with information to benefit their practices and clients. The free online content is expansive, and paid subscription magazines extend the range of information available to financial planning professionals. (For more, see: Financial Professionals: The Benefits of Joining an Association.)