Financial services is a constantly evolving industry thanks to regulatory changes, technological innovations and changing market conditions. Successful advisors understand the importance of keeping up with the latest news and trends to serve their clients better. Subscribing to newsletters for financial advisors can help you stay up to date on what’s happening.
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Must-Read Newsletters for Financial Advisors
Running an advisory business can take up quite a bit of your time. If you have limited room in your daily schedule, it’s helpful to know which newsletters are worth reading. Otherwise, you could end up with an inbox full of emails that don’t offer any real value.
With that in mind, here are some of the most popular newsletters for advisors to consider subscribing to.
Financial Advisor is an online monthly publication for advisors covering everything from investment strategies for wealthy clients to practice management. In addition to articles, webcasts and podcasts, Financial Advisor publishes newsletters for financial advisors on a variety of topics, including:
- Breaking news
- RIA news
- Alternative investments
- College planning
- Compliance
- Fixed income
- Impact investing
- Millennial news
- Market volatility
- Tax planning
- Private wealth
- Women in planning
You can opt-in to receive one newsletter or all of them, based on your interests.
Advisor Perspectives offers a wealth of information for advisors spanning the latest industry news, investment strategies and practice management tips. You can access articles, commentaries, webinars and white papers, along with regular email newsletters.
Basic membership is free and includes access to emails on trending topics, and you can customize which emails you want to receive. Upgrading to a premium membership unlocks more features, including access to free CE ethics training.
3. Money Stuff
Money Stuff, published by Bloomberg, offers advisors the latest on Wall Street, finance and the markets. Recent newsletters have covered banks and private equity, hedge funds and the resurgence of meme stocks. Along with Money Stuff, Bloomberg publishes a slew of other newsletters covering economics, politics, money and tech in the U.S. and around the world.
Investment News is an online magazine for financial advisors and a trusted source of information on everything that’s happening in the finance industry. You can subscribe to the newsletter, read articles and think-pieces, tune in to videos and podcasts, or get the latest updates on conferences and events for RIAs.
A monthly subscription includes access to Daily Pulse (Investment News’ flagship daily email newsletter), the Weekend Pulse newsletter, all articles and opinion pieces published on the site, and quarterly outlook reports detailing how professional investment managers are approaching the market.
Think Advisor is designed with financial advisors, RIAs and wealth advisors in mind. The site covers a range of topics of interest to advisors, including:
- Retirement planning
- Portfolio management
- Financial planning
- Practice management
- Regulation and compliance
- Technology
There are more than two dozen newsletters you can subscribe to, depending on which topics you’re most interested in. The Compliance Watch newsletter, for instance, covers the latest compliance updates and news for advisors, while Tech Reporter dives into the emerging tech trends that are reshaping the advisory space.
6. AdvisorHub
AdvisorHub is a go-to resource for RIAs and financial advisors who are considering transitioning to an independent model. Here, you can get the latest news and viewpoints on the industry, as well as updates on events and happenings at top advisory firms.
It’s free to sign up for the newsletter and stay in tune with what’s developing. You can also submit a tip or idea for a story to the AdvisorHub editorial team.
Financial Planning is an online publication and print magazine for financial advisors and wealth advisors. The site’s principal areas of focus include taxes, investing, practice management, regulation, compliance and tech.
When you sign up for a premium membership, you get access to a suite of specialized newsletters, along with other benefits such as real-time news and analysis, exclusive offers for virtual and in-person events, continuing education programs, and both print and digital versions of the Financial Planning magazine.
WealthManagement.com offers comprehensive coverage of investing, wealth management, practice management, trusts and estates, technology, market outlooks and RIA news. In addition to browsing articles online, you can subscribe to more than a dozen topic-specific newsletters.
For instance, WealthStack targets the wealth management audience and focuses its coverage on technology solutions. RIA Edge is geared for RIAs who want to stay abreast of what’s happening in the industry. Some newsletters go out daily while others are sent weekly or bimonthly.
9. Barron’s
Barron’s is a well-known name in the financial space, publishing content for both consumers and advisors who are interested in what’s happening in the markets. On the advisor side, you can sign up for one of several newsletters, including:
- Advisor Daily, which rounds up the day’s top news
- The Way Forward, a weekly newsletter devoted to stories affecting the advisory industry
- The Interview, a weekly newsletter Q&A featuring industry experts
- Barron’s Advisor: Women’s Edition, a monthly newsletter focused on women in asset management
There’s also an Australian edition that features content to help Australia-based advisors run their businesses more efficiently.
Advisor Marketing Minute offers news, practice management tips and industry insights for advisors who are focused on growing their business. It’s required reading if you’re looking for ways to level up your advisor marketing efforts and expand your reach.
This newsletter is sponsored by SmartAsset AMP, the all-in-one marketing platform that helps you generate more leads without taking valuable time away from your clients.
Bottom Line
Subscribing to newsletters for financial advisors is just one way to stay in touch with what’s happening in the industry. Spending time on social media, tuning in to financial advisor podcasts and reading financial advisor blogs or magazines can also help you stay informed. The more you know, the better equipped you are to run your business effectively and exceed client expectations.
Tips for Growing Your Advisory Business
- Having an online presence is practically a must if you want your advisory business to succeed. Digital marketing can include social media accounts, an advisor website or blog, a podcast and email marketing. If trying to create your marketing plan feels overwhelming, you may look to a third-party platform for help. SmartAsset AMP is an advisor marketing platform that takes the guesswork out of finding leads. You can nurture relationships with prospects using automated tools while having plenty of time to serve your existing clients. Schedule a free demo to learn how it could help your business.
- Starting an advisor newsletter of your own can help you market your business to current clients and prospects. You can share helpful resources, tips or current news about your firm with your email list and include a call to action encouraging your subscribers to get in touch if they’re ready to discuss their financial situation. Creating multiple financial newsletter email templates can help you tailor your messaging to specific segments of your audience.
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