Financial Advisor
The company provides news and information services for financial advisors, offering resources like webcasts, podcasts, and research reports, and hosting conferences such as Schwab Impact and Inside ETFs Conference.
Services
Financial Advisor provides an array of news and information services tailored for financial advisors, RIAs, investment advisors, financial planners, and wealth managers. The company offers resources like webcasts, podcasts, whitepapers, and research reports. It also hosts a CE Center for continuing education credits specifically for financial advisors and a bookstore with books covering financial planning, investment strategies, and practice management.
Conferences
Financial Advisor hosts several prominent conferences designed to keep industry professionals informed and connected. Notable events include Schwab Impact, Next Chapter ReThinking Retirement, Inside ETFs Conference, and ETF Strategy Summit. These conferences focus on delivering valuable insights and fostering networking opportunities for financial professionals.
Publications and Media
Financial Advisor publishes a magazine with a circulation of 80,000 controlled copies. The company also offers a variety of channels catering to specialized topics such as behavioral finance, investment in women, retirement planning, and technology. They provide a podcast series called 'The Big Reveal' and 'Invest In Women,' focusing on industry trends and challenges affecting women financial advisors.
Thought Leadership
Financial Advisor has a dedicated section for thought leadership which includes expert views, market and economic outlooks, and investment perspectives. This section serves as a hub for insights from industry leaders, aiming to provide valuable information and forward-thinking strategies to financial professionals.
Surveys and Rankings
Financial Advisor conducts several surveys and rankings essential for the financial industry. Among these are the Independent Broker-Dealer Survey and the RIA Survey & Ranking. These surveys provide a comprehensive analysis of the industry's landscape, helping financial advisors stay current with the latest trends and performance metrics.