2015 Circulation: 105,000 controlled
Reaching 105,000 qualified readers each month, Financial Advisor 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 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 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.
Readers are comprised of financial planners, registered investment advisors and independent broker-dealers. FA readers are experienced, top-producing advisors with established practices that include affluent clients with high levels of investable assets. Our circulation is BPA audited and our readership studies are conducted by Signet Research. Advertisers benefit by reaching a highly targeted audience within an extremely focused and relevant editorial environment.
Company - CFPN
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 Dow Jones Investment Advisor) and Charlie Stroller (former president of Dow Jones Financial Publishing Corp.). Other partners include Bob Paradise (former publisher of Barron's) and Keith Allaire (founding editor of Investment Advisor).
In addition to FA, CFPN publishes Private Wealth, FA News and PW News (e-newsletters). CFPN produces the Inside Alternatives Conference, Impact Investing Conference, #InvestInWomen Conference, the Asset Manager Summit, and the FA Retirement Symposium. CFPN also maintains an interest in ETF.com.
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Portfolio Manager Insights
Inside the current issue
Martin Bicknell's rollup firm Mariner Wealth has been aggressively acquiring RIAs and investment managers.
Adding new clients must be a responsibility of professionals in a firm.
Sometimes, the relationship has run its course or your work is done.