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About Us
Published: Monthly

2009 Circulation: 90,000 controlled

Editorial Mission
Reaching more than 90,000 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.

Subscriber Profile:
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 MRI. Advertisers benefit by reaching a highly targeted audience within an extremely focused and relevant editorial environment.

Company
Charter Financial Publishing Network (CFPN) is a management-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 FAnews (a bi-weekly electronic newsletter), FAconnection.com (a consumer education Web site), Nick Murray Interactive and The Journal of Indexes. CFPN co-produces The Financial Advisor Symposium with InterShow, and maintains a partnership interest in the Discovery Database.

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Quick Poll

Will the economic recovery be:
 
When the IRS Comes Auditing
Our writer tells how he learned to greatly appreciate his financial advisor when he faced the classic taxpayer's nightmare: an audit.
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Ask The Right Questions
That’s when opportunities emerge with clients and we solidify our bonds with them. Unfortunately, most advisors don't ask about parental care responsibilities.
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Managing Retirement Income
Building a cash flow reserve ladder can help retirees avoid having to sell assets at the wrong time.
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Retirement: It's Back To Basics For Many
Americans are thinking less about a dream retirement and more about meeting basic needs. They especially are asking how to have a guaranteed income stream for retirement.
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A Thin Line Between Moxie And Malfeasance

While the Galleon probe might seem fantastically remote, another insider trading case sends a very sobering message to those who routinely seek out market information to gain an extra edge.

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Discussion

Should all advisors fall under one self-regulatory organization and could that happen on Mary Schapiro’s watch?

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