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Financial Industry Trends

Resources | Financial Industry Trends


Investment News

Since 1998, Investment News has been delivering news and analysis essential to the business of financial advisors. Their weekly newspaper, which combines comprehensive news with accurate, independent reporting on the entire financial services industry, provides financial advisors with insight into the market unavailable in any other publication. Today, their readers have come to rely on Investment News for up-to-date market information on the stories and events affecting their clients’ investments, and they claim this has enabled them to be the number one source of news to the financial advisor community.

In addition to news, Investment News organizes a number of webcasts and conferences throughout the year, bringing together their readership with key industry experts. Topics are industry specific, developed specifically for financial advisors, and designed to help guide them with the best way to grow their practices. Their events are highly interactive and serve as great networking opportunities. The Investment News main office is located in New York, with bureaus in Boston, Irvine, Chicago, San Francisco and Washington, DC. Read more »

Investment Advisor

Investment Advisor magazine is a U.S. based monthly business-to-business publication reaching independent financial advisors, registered investment advisors as well as insurance based broker-dealers. It was first published in 1980 and focuses on news, information, and analysis written for investment advisors; topics include wealth management, alternative investments, retirement planning, technology, and practice management. It is edited by John Sullivan and the publisher is Matt Weiner. Read more »

Financial Advisor | FA

Financial Advisor, FA, delivers essential market information and strategies that advisors need to succeed in their increasingly complex environment. FA focuses on sophisticated planning and investment strategies to help financial advisors better serve their affluent clients, as well as practice management ideas to help advisors build their firms. FA goes in depth to challenge traditional planning wisdom by introducing their readers to new approaches to help them better counsel clients. To achieve these goals, FA continuously seeks to bring together the best team of editors and contributing writers to provide the most compelling publication for the top decision-makers in the financial advisory field. Read more »

Financial Planning

Since 1970, Financial Planning’s mission has been to deliver the essential information that independent advisors need to make informed decisions about their business and the clients they serve. They claim, they provide the only website dedicated to the needs of the independent financial planner. Their loyal audience consists of powerful and action oriented financial advisors who rely on them to provide news, opinion, expert advice and practical business building ideas that independent financial planners need to be successful. Their primary concerns are their clients (building relationships), their practice (building and managing their business) and managing their client’s portfolios.

They also produce podcasts, conferences, custom publications and eNewsletters—all covering in-depth analysis and planning advice. Whatever the medium, their principle purpose remains the same: to provide financial advisors with the most up-to-date information and cutting-edge analysis on investments, client relationships and business management. Their mission is to help financial advisors run a thriving business. Read more »

Registered Rep

Registered Rep, now part of, is considered one of the most trusted digital and print source for the retail investment professional, serving brokers, financial advisors, RIA’s, IBD’s, insurance, financial planners, and financial product companies with award-winning insight coverage of the brokerage, wealth management, fund and financial product industry as well as breaking news, data, rankings, and profiles. Read more »

Investment Advisor | is a comprehensive online destination, featuring news, in-depth analysis, market data, tools and networking opportunities, financial advisors need to transform their business and their bottom line. Responding to the needs of financial advisors for a single site source of information, their web site 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 powered by industry-leading brands Investment Advisor and Research magazine and previously published Wealth Manager and Boomer Market Advisor.

Since 1980, they claim independent and independent-minded financial advisors have turned to Investment Advisor for their unbiased news, information, and analysis that they need to grow and run their practices and to provide the best investment advisory and financial planning choices for their clients. Whether it’s wealth management, alternative investments, retirement planning, technology, or practice management, and whether the finacial advisor is a broker/dealer rep or an independent RIA, Investment Advisor is a leading media valued partner in helping financial advisors become and remain successful. Read more »


Since its start in 1978, Research magazine has supported the interests of financial advisors nationwide. Their publication’s practical columns and features are designed to help financial advisors boost their client-centric business. Their magazine highlights the latest information on financial tools, like ETFs, and important trends that affect today’s financial advisors and their clients, such as compensation and regulation. Their publication is full of advice on how financial advisors can improve their practice, and readers work for both full-service national securities firms and regional and independent firms. Read more »

On Wall Street

SourceMedia, an Investcorp company, publisher for On Wall Strett, is a leading provider of timely and essential news, analysis, research, data and insights for members of the financial services community, and related fields in professional services and technology. SourceMedia offers its clients and subscribers publications and online information services, industry-standard data applications and in-depth seminars and conferences. Read more »


Worth Magazine addresses the relevant financial, legal and lifestyle issues unique to high net worth individuals. They provide pertinent stories about dynamic wealth creators to expert advice on wealth management. Their magazine is organized into three chapters: “Make” focuses wealth creation and entrepreneurship; “Grow” centers on wealth management and investing and “Live” highlights philanthropy, lifestyle and passion investing. Read more »