Industry Publications- Magazines &
Newsletters[18]
advisorbiz.com
www.advisorbiz.com
Online publication dedicated to helping advisors build a successful financial advisory practice. The content is
updated daily and delivered through video, blogs, forum discussions, articles, and a weekly eNewsletter.
AdvisorOne.com www.advisorone.com
From AO website: AdvisorOne.com is the ultimate online destination, featuring all the news, in-depth analysis,
market data, tools and networking opportunities advisors need to transform their business – and their bottom line.
Responding to the needs of advisors for a single site source of information, the Website delivers content and data
assets from Summit Business Media’s Investment Advisory Group, combined with contributions from industry experts
and relevant content aggregated from across the Web.
AdvisorOne is the powered by four industry-leading brands, Investment Advisor, Research,
Wealth Manager, and Boomer Market Advisor.
Family Wealth Report www.familywealthreport.com
From FWR website: Family Wealth Report will get you ahead in the wealth-management business - and make sure you
stay there.
Your subscription to Family Wealth Report gives you:
- Breaking news and analysis of wealth-management initiatives, recruitment, business restructuring and M&A
activity
- Timely insights into wealth-management practices and strategies - Practical intelligence on investment
strategies, technologies and other services tailored to wealth managers
- A searchable archive of articles
- Summaries of our all-original content straight to your desktop or PDA
Who should subscribe?
- Family office managers
- Trusted advisors to wealthy individuals and families
- Asset managers
- Technology vendors
- Business and industry consultants...and many others
Financial Advisor (FA)
www.fa-mag.com
FA is available in both print and online versions. They cover the industry with a variety of articles, webcasts,
and have writers that blog on various topics.
Financial Planning
www.financial-planning.com
Twitter: http://twitter.com/finplan
FP is available in both print and online versions. They cover the industry with a variety of articles,
discussions, eNewsletters, white papers, and guides/supplements.
Inside Information
Bob Veres
www.bobveres.com
Bob has a subscription-based newsletter is devoted to sharing information and learning from the
leading practitioners in the financial planning profession. As a member, you have access to the best ideas and
thinking and can contribute your own thoughts and experiences.
Investment Advisor
www.investmentadvisor.com
IA "The Voice of Independents" has both an online and print versions. They have various Blogs and Podcasts in
addition to industry articles.
Investment News
www.investmentnews.com
IN "The Leading News Source for Financial Advisors" that covers many aspects of the industry. They also have
webcasts, Blogs, and events. They are the organization that teams up with Moss Adams to publish the yearly
Performance Study of Advisory Firms.
Journal of Financial Planning
http://www.fpajournal.org/
The JFP is the official publication of the Financial Planning Association.
Journal of Wealth Management
http://www.iijm.com
The JWM is one of a number of Institutional Investor Journals from Institutional Investors, Inc (see others
below). Each journal is published quarterly and offers in-depth, original and practical research in global
investment and finance geared toward institutional invesstors.
The Journal of Portfolio Management – www.iijpm.com
The Journal of Index Investing – www.iijii.com
The Journal of Fixed Income – www.iijfi.com
The Journal of Alternative Investments – www.iijai.com
The Journal of Investing – www.iijoi.com
The Journal of Derivatives – www.iijod.com
The Journal of Structured Finance – www.iijsf.com
The Journal of Private Equity – www.iijpe.com
The Journal of Wealth Management – www.iijwm.com
The Journal of Trading – www.iijot.com
Morningstar Advisor
http://advisor.morningstar.com
Blog: http://advisor.morningstar.com/articles/bloglist.asp
Twitter: http://twitter.com/mstaradvisor
Bi-monthly publication including industry articles, strategies from industry portfolio managers and thought
leaders, and info for using your Morningstar data and tools.
FPA Practice Management Solutions An FPA Magazine
www.fpanet.org/professionals/PracticeManagement/PracticeSolutionsMagazine/
Private Wealth
http://www.fa-mag.com/pw-mag
Private Wealth is a publication geared toward the financial, legal, and lifestyle related to the needs of
ultra-high net-worth clients.
Registered Rep http://registeredrep.com/
RIABiz
www.riabiz.com
RIABiz is an online publication started in 2009 and is an online publication for RIAs focusing specifically on
the RIA industry. It includes articles that cover the people, companies, and products in the RIA industry.
Technology Tools for Today (t3)
David Drucker and Joel Bruckenstein
www.virtualofficenews.com
t3 (Technology Tools for Today) is a subscription based monthly newsletter providing information on the latest
technology available to the financial advisor community. Subscribers to t3 have access to a list of resources
available to financial advisory firms.
Trusts & Estates
http://trustsandestates.com/
T&E is a monthly magazine written by experts for experts who serve the needs of the ultra-wealthy.
Wealth Manager
www.wealthmanagerweb.com
WM is now an online publication only. They continue to publish the Top Wealth Manager
Rankings each year as well as other research, polls, eNewsletter, podcasts, and webinars in addition to
articles.
Worth www.worth.com
More about Worth from Wikipedia: http://en.wikipedia.org/wiki/Worth_(magazine)
From the Worth website: "The brand has undergone a complete transformation with an aim to better enlighten,
inspire and serve a select group of high net worth individuals with an avid interest in the intelligent stewardship
of their personal wealth. Featuring a cutting-edge design and compact format and printed on paper typically
reserved for books, the magazine is geared to be an elegant, practical and portable resource for dynamic CEOs,
entrepreneurs and investors."
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