As a financial advisor, it’s important to keep learning. The industry changes, trends come and go, tax laws alter, the economy and markets move through cycles. Industry-oriented, reliable sources of up-to-date information can benefit you and your clients.
This well-regarded publication serves financial planners, registered investment advisors (RIAs) and independent broker-dealers. Financial Advisor Magazine focuses on non-traditional planning and investment strategies to help advisors better serve affluent clients. It also offers practice management ideas.
This digital and print magazine has expanded into a multi-media educational platform for advisors. It offers news, information, opinions and research on topics from retirement planning and market moves to scaling your practice.
This extensive network of information and resources for investment advisors includes two subscription magazines, Investment Advisor and Research on Wealth.
This advisor resource portal offers free online content and a weekly subscription-based magazine. Information covers the industry, the market and current financial events.
The Journal is included with paid membership to the Financial Planning Association (FPA) and is only accessible to FPA members. It contains timely information on developments in the industry.
This site’s best-known publications are the monthly Kiplinger’s Personal Finance Magazine, which covers investing, insurance, taxes, retirement and small business, and The Kiplinger Letter, a weekly business and economic forecasting publication. The website also offers Kiplinger’s Tax Letter.
Barron’s is a weekly magazine entirely dedicated to investing, with in-depth charts and analysis for the dedicated investor or advisor. A pullout section in each issue, called “Market Week,” contains analysis from the previous week and trading ideas for international markets.
This is also a magazine aimed at providing investors with targeted research and education. It offers extensive in-depth information needed to make trading decisions, updated daily.
This magazine provides subscribers with a big-picture look at the global economy, along with articles on politics, technology and science, business and finance.
Forbes is also a general business magazine with up-to-date information not only on business, economics, investing, and the financial markets but also on science and technology that impact the business world. Forbes also showcases disruptive up-and-coming entrepreneurs and startup companies.
Many of the websites listed above offer services in addition to their subscription magazines, such as free online content, podcasts, newsletters, and even conferences. In addition, here is a sampling of useful non-magazine sources.
While this list includes high-quality, insightful resources, these are only some of the publications our investors like to read. There are countless, excellent resources that are not on this list, and their omission should not be taken as a mark against them. In order to stay ahead of the market, advisors should take advantage of a variety of media and perspectives, including those of other wealth advisors.
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United Capital Financial Advisers, LLC (“United Capital”), is an affiliate of Goldman Sachs & Co. LLC and subsidiaries of the Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. Investing involves risk and clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions.
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