Financial Advisor magazine today announced a new partnership with Discovery Data and Succession Link, a Chalice Network Company, to create an online hub, providing content, data and metrics designed exclusively for and about the RIA marketplace.
“For over 20 years, FA has been the leader in providing content for and about the RIA/wealth management community. This partnership creates a powerful combination of targeted content, highly relevant and timely benchmarking data, and M&A developments and opportunities,” stated David Smith, FA Co-Founder and Director of Third-Party Content.
The FA RIA Market Central Web Channel will feature content from Financial Advisor, Discovery Data and Succession Link, and will be supported by a bimonthly e-newsletter. The Channel page will also feature several dynamic tools that include MarketRank RIA, Retail RIA Insights, ROI Calculator for Practice Management and M&A Opportunities, which are exclusively designed for RIAs and those providers who serve them.
“FA readers and the industry at large will benefit from this unique partnership,” Smith added. This new service officially launched in September 2020.
Discovery Data provides the most accurate and trusted information on the firms and people essential to the financial services industries. Through their data, analytics and services, Discovery Data creates actionable intelligence that enables organizations to more effectively target opportunities and execute go-to-market initiatives.
“We are thrilled to partner with FA Magazine and Succession Link to deliver valuable insights and tools. RIA Market Central perfectly aligns with our mission to help financial services firms maximize their success and accelerate growth,” stated Craig Katz, Executive Vice President of Discovery Data.
Succession Link is the industry's leading marketplace for connecting financial professionals with their ideal opportunity to buy, sell or merge their business. With over 54,000 registered members, 42% of Succession Link’s growing network indicated interest in merging or selling. With the assistance of experienced professionals, the possibilities are endless.
“I have been blessed to know and work with David Smith for many years, and we could not be happier to have partnered with him on what will be the pre-eminent RIA marketplace in the industry. I believe David’s brilliance of building this trifecta for success with FA Magazine, Discovery Data and Succession Link will deliver immense value to the RIA community,” says Keith Gregg, CEO, Succession Link and Chalice Network.
About Financial Advisor Magazine (www.fa-mag.com):
Reaching 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.
About Discovery Data (https://www.discoverydata.com):
Discovery Data is the market leader with superior data and analytics on firms and people in the financial services and insurance industries across North America. Top asset and wealth management, fintech, media, consulting and insurance companies depend on the company’s data for their outreach. They provide unrivaled breadth, depth and accuracy of data that is more comprehensive and impactful than any other B2B data provider. Discovery Data’s simple-to-use, powerful, cloud-based data platform is designed to seamlessly integrate into existing processes and technology ecosystems.