Roundup of Financial Advisor Magazines (2024)

Roundup of Financial Advisor Magazines (1)

Financial services is an ever-changing industry and as an advisor, it’s important to stay up to date on the latest news, trends and developments. After all, your clients rely on you to have the most current information in order to make informed decisions when managing their portfolios. Reading through financial advisor magazines, either online or in print, is something you might prioritize as part of your daily round.

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Financial Advisor Magazines To Consider

There are a number of publications that target financial advisors but if you don’t have a lot of time to spare, it’s helpful to know which ones are worth a read. We’ve rounded up 10 good options to read for financial professionals who want to stay current on what’s happening in the industry.

1. Financial Advisor Magazine

  • Format: Digital and print
  • Subscription cost: Free

Financial Advisor Magazine consistently ranks as one of the best publications for advisors and other financial professionals. The magazine’s readership, which extends to 80,000 qualified readers monthly, includes financial planners, registered investment advisors and independent broker-dealers. In addition to a large body of articles, readers also have access to on-demand webcast presentations and white papers that take a deep dive into topics ranging from retirement planning to real estate investing.

2. Financial Planning

  • Format: Digital and print
  • Subscription cost: $319/year for Premium

Financial Planning features news articles, opinion pieces and educational content for financial advisors and wealth managers. Key topics covered include taxes, investing, practice management, regulation and compliance, tech and industry news. Premium subscribers have access to quizzes that can allow them to earn up to 12 hours of continuing education credit from the CFP Board. Other features include access to webinars and white papers, podcasts, an up-to-date calendar of conferences and events, as well as a job board.

3. ThinkAdvisor

ThinkAdvisor is designed for financial advisors, registered investment advisors and wealth managers who are interested in growing their businesses. Readers can browse articles on the ThinkAdvisor website or read digital versions of Investment Advisor magazine. Some of the topics covered here include retirement planning, financial planning, practice management, regulation and compliance, technology, health insurance and life insurance. ThinkAdvisor readers also have access to webcasts, podcasts and more than two dozen topic-focused newsletters.

  • Format: Digital
  • Subscription cost: Free

4. Advisor Today

  • Format: Digital
  • Subscription cost: Free

Advisor Today is the digital magazine of the National Association of Insurance and Financial Advisors (NAIFA). Stories cover three main topic areas: practice specialties, sales and marketing and practice management. In addition to the online magazine, financial professionals can also read through the Advisor Today blog, which covers everything from life insurance to annuities to business planning. If you’re interested in webcasts or podcasts, you can browse through the magazine’s archives online.

5. AdvisorHub

  • Format: Digital and print
  • Subscription cost: Free

AdvisorHub is primarily a news-focused website covering market trends, enforcement stories involving advisory firms, fintech and the latest mergers and acquisitions. Financial professionals can access digital versions of two different magazines online: AdvisorHub and AdvisorHubRIA, which is targeted toward registered investment advisors. If you prefer to consume content in video format, there’s also a video library as well as a roundup of the best financial advisor podcasts delivering the latest industry news.

6. Advisor Perspectives

Roundup of Financial Advisor Magazines (2)
  • Format: Digital
  • Subscription cost: $350/year for Premium membership

Advisor Perspectives offers articles, commentary, charts and market outlooks all in one place. The magazine covers an extensive range of topics, including college planning, specialty investments, tax planning and financial planning. Advisors can access articles and other resources online for free, with upgraded benefits available for premium subscribers. At the premium level, you can get access to exclusive webinars that can help you earn continuing education credit, including CE Ethics credit, as well as the opportunity to curate your own personal library of topics, articles and authors.

7. Proactive Advisor Magazine

  • Format: Digital
  • Subscription cost: Free

Proactive Advisor Magazine features content that’s focused on practice management, industry insights and market commentary. Articles are available for free online along with resources that offer a more in-depth look at practice management, active management strategies and social media marketing for advisors. You can also view weekly charts or share your own insights as a featured advisor on the site. When you subscribe, new content is delivered to your inbox each week.

8. Advisors Magazine

  • Format: Digital
  • Subscription cost: Free

Advisors Magazine takes an in-depth look at topics spanning finance, business and technology. Within the realm of finance, advisors can read about retirement planning, financial literacy, fiduciary standards, wealth protection, investing and the economy at large. There’s also a library of video content to explore as well. Advisors have an opportunity to get featured in the magazine, which might be something you find helpful if you’re looking for ways to market your business and drive traffic to your website.

9. InvestmentNews

  • Format: Digital and print
  • Subscription cost: $199/year for digital; $269/year for digital and print

InvestmentNews is designed to be a leading source of news, analysis and insight for financial advisors and wealth management professionals. Topics include investing, regulation, technology, practice management, RIAs, tax planning, retirement and fintech. There’s also an online community that’s designed for women in the advisory space and InvestmentNews sponsors the annual Women Advisors Summit.In addition to articles, there are videos, webcasts and podcasts along with the Advisor Toolkit, which features expertise and outlooks from industry thought leaders.

10. Journal of Financial Planning

  • Format: Digital
  • Subscription cost: Free with Financial Planning Association membership

The Journal of Financial Planning is published by the Financial Planning Association and it’s considered to be a gold standard for financial planners who are seeking thought leadership. You can access the latest issues digitally online or through the FPA mobile app, and archived issues are also available. Membership in the Financial Planning Association is required in order to read the journal. There are five membership levels to choose from, each of which has its own dues you’ll need to pay annually.

Bottom Line

Roundup of Financial Advisor Magazines (3)

Reading financial advisor magazines can help you gain insights into what’s happening with the industry and which trends you might bear watching. The magazines included here are just some of the publications you might include as part of your regular reading routine. The right one for you to follow will depend on what you’re looking for and what subjects you like to read regularly.

Tips for Growing Your Advisory Business

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  • Getting featured in a financial advisor magazine can help to raise your exposure and brand visibility online. You can also leverage social media as a marketing tool for growing your business. Creating social media content, whether written or video, is an opportunity to fine-tune your messaging so that you’re connecting with your niche or target audience.

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Roundup of Financial Advisor Magazines (2024)

FAQs

Who is the parent company of financial advisor magazine? ›

Charter Financial Publishing Network (CFPN) is an employee-owned company led by one of the most experienced and respected publishing teams ever assembled, including editorial director Evan Simonoff (former editor-in-chief of Financial Planning), group publisher David Smith (former publisher of Investment Advisor) and ...

Who is most trusted financial advisor? ›

While we strive to provide a wide range of offers, Bankrate does not include information about every financial or credit product or service.
  • Top financial advisor firms.
  • Vanguard.
  • Charles Schwab.
  • Fidelity Investments.
  • Facet.
  • J.P. Morgan Private Client Advisor.
  • Edward Jones.
  • Alternative option: Robo-advisors.

What percent of financial advisors beat the market? ›

Most advisors do not beat market averages. There are popular index funds that track indices, such as the S&P 500, and a little over 80% of the time advisors and even actual mutual fund managers do not beat these taking 15 years into consideration.

Are financial advisors declining? ›

The country's advisors are retiring, along with their baby boomer cohorts, exactly when those clients need advisors' services the most. Nearly 40 percent of financial advisors are expected to retire in the next decade, and the replacement rate is not keeping up.

Where is the headquarters of Financial Advisor magazine? ›

Overview. The magazine was launched in 2000 and it is headquartered in Shrewsbury, New Jersey. Its articles focus on strategies and management advice for advisors of affluent clients. Its targeted readership includes financial planners, investment advisors, and broker-dealers.

Who is the number one financial advisor in the world? ›

2024 RankAdvisorFirm
1Mark T. CurtisMorgan Stanley | Graystone
2Lyon PolkMorgan Stanley Private Wealth Management
3Gregory VaughanMorgan Stanley Private Wealth Management
4Richard SapersteinTreasury Partners
7 more rows

What is better than a financial advisor? ›

A financial planner can make more sense if you want a deeper analysis of specific components of your finances or desire a well-rounded, long-term plan. For example, if you want to strategically buy stocks and other assets to help you achieve long-term goals, a financial planner might be better equipped to help.

How many millionaires use a financial advisor? ›

In addition, millionaires are much more likely to work with a financial advisor (69%), more than double the amount of the general population (33%).

Does Edward Jones have a good reputation? ›

Edward Jones ranks well as a popular and well-established financial advisor. Established in 1922, the company has been around for over 100 years.

Is 1% too high for a financial advisor? ›

Bottom Line. On average, financial advisors charge between 0.59% and 1.18% of assets under management for their asset management. At 1%, an advisor's fee is well within the industry average.

At what net worth should I get a financial advisor? ›

Very generally, having between $50,000 and $500,000 of liquid assets to invest can be a good point to start looking at hiring a financial advisor. Some advisors have minimum asset thresholds. This could be a relatively low figure, like $25,000, but it could also be higher, such as $500,000, $1 million or even more.

What is the average return for financial advisors? ›

Source: 2021 Fidelity Investor Insights Study. Furthermore, industry studies estimate that professional financial advice can add up to 5.1% to portfolio returns over the long term, depending on the time period and how returns are calculated.

What financial advisors don t tell you? ›

12 Things Your Financial Advisor Doesn't Want You to Know
  • They are probably learning as they go. ...
  • They get paid to sell you more products and services. ...
  • There's a reason they want to see all your assets. ...
  • They can't legally make any promises. ...
  • You may be able to negotiate your fees. ...
  • The hard sell usually only benefits them.
May 28, 2024

Do financial advisors have a bad reputation? ›

Their jobs account for about 10 percent of employment in the finance and insurance sector. Despite the prevalence and importance of financial advisers, they are often perceived as dishonest and consistently rank among the least trustworthy professionals.

Will financial advisors be obsolete? ›

As clients continue to embrace the digital tools offered by financial institutions, the workforce in financial services institutions will continue to adapt. Despite the growing need for engineers to focus on technology, financial advisors remain essential.

Who is advisor group owned by? ›

History. The firm was founded by American International Group (AIG) in 2002. In 2016, Lightyear Capital, LLC and PSP Investments bought the then named AIG Advisor Group from AIG. In 2019, Reverence Capital Partners bought Advisor Group for $2.3 billion.

Who is the editor of Financial Advisor magazine? ›

Evan Simonoff

Editor-in-chief and editorial director of Financial Advisor magazine, as well as editorial director of Private Wealth magazine.

Is American Portfolios part of Advisor Group? ›

A Confluence of Purpose

American Portfolios joins forces with Advisor Group.

Who is the parent company of advisor engine? ›

AdvisorEngine is a wholly owned subsidiary of Franklin Resources, Inc. [NYSE:BEN], a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 165 countries.

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