Newsletters Every Financial Advisor Should Consider Following

The financial services industry is constantly evolving due to regulatory changes, technological advancements and shifting market conditions. To provide the best service to their clients, successful advisors recognize the importance of staying informed on the latest news and trends. Subscribing to financial advisor newsletters is an effective way to stay updated and ahead of industry developments.

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Newsletters for Financial Advisors Who Want to Grow

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 finance 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 that you can consider subscribing to.

1. Financial Advisor

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 free 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. In addition to newsletters, Financial Advisor offers other resources to help you grow, including podcasts, webcasts and a continuing education center that you can use to earn CE credits for professional designations.

2. Advisor Perspectives

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, exclusive webinars and downloadable white-label content. Monthly and annual subscription plans are available for $34.95 per month or $350 per year.

3. Money Stuff

Money Stuff, published by Bloomberg, offers advisors the latest on Wall Street, finance and the markets. Recent newsletters by author Matt Levine 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 global markets, tech and politics.

Some newsletters, including Money Stuff, are free while others require a paid Bloomberg subscription to access. New subscribers can sign up for $1.99 for the first month, then $39.99 each month after, or $180 the first year and $399 each year after.

4. Investment News

Investment News is an online magazine for independent 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, watch videos and listen to podcasts, or get the latest updates on conferences and events for RIAs.

A monthly premium subscription is $19.99 and 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. If you’d like to receive print editions of InvestmentNews as well, you can sign up for a bundled subscription at $269 annually.

5. Think Advisor

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.

7. Financial Planning

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.

This is a premium paid newsletter; you can choose between a weekly or monthly plan. The weekly plan is $6, billed once annually. The monthly plan is $8, billed every four weeks. Discounted subscriptions are available for students and educators.

8. Wealth Management

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. High Net Worth is designed for advisors who primarily serve high-net-worth clients.

Some newsletters go out daily while others are sent weekly or bimonthly. You can sign up for one of them or all of them, and there’s no paid subscription required.

9. Barron’s

Barron’s is a well-known name in the financial space, publishing content for both consumers and financial 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. Most email newsletters are free, though Barron’s Energy Insider requires a paid subscription. The first four weeks are free, and you’ll be billed $15 every four weeks thereafter.

10. Advisor Marketing Minute

SmartAsset’s 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 improve your advisor marketing efforts and expand your reach.

This newsletter is sponsored by SmartAsset Advisor Marketing Platform (AMP), the all-in-one marketing platform that helps you generate more leads without taking valuable time away from your clients.

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How to Create a Financial Advisor Newsletter

Sending email newsletters can help you build stronger connections with prospects and clients. Getting a newsletter up and running typically means choosing an email service provider, drafting content or email scripts, setting a publishing schedule and tracking key metrics to see how your emails perform. If you’re looking for a simpler way to get into the newsletter game, SmartAsset AMP’s newsletter creation tool can help.

SmartAsset AMP’s newsletter creation tool takes the manual work out of email marketing by automating your campaigns from start to finish. The tool automatically adds new leads to your email sequences, eliminating the need for manual list management. Schedule a free demo to learn how you can use automated newsletters to potentially grow your book of business.

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Bottom Line

Staying informed about industry trends is essential for financial advisors, and subscribing to finance newsletters is just one way to stay updated. Engaging with financial advisor communities on social media, listening to industry podcasts and reading blogs or magazines can also provide valuable insights. The more knowledge you gain, the better positioned you’ll be to manage your business effectively and deliver exceptional service to your clients.

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 (Advisor Marketing Platform) is a holistic marketing service financial advisors can use for client lead generation and automated marketing. Sign up for a free demo to explore how SmartAsset AMP can help you expand your practice’s marketing operation. Get started today.
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 finance newsletter email templates can help you tailor your messaging to specific segments of your audience.