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About Us

ABOUT US

Financial Planning delivers the essential analysis and insight that independent advisers need to make informed decisions about their business and the clients they serve. The only information resource dedicated to the needs of the independent financial planner, Financial Planning provides analysis and breaking news, opinion and expert advice, and practical business-building ideas. Coverage is sharply focused on what matters most to advisers — their clients (building relationships), their practice (building and managing their business, deploying technology), and managing their client's portfolios. The Financial Planning community is deeply engaged through interactions on social media, comment forums, research panels, and an authoritative network of contributors. As advisers optimize their practices' investment performance and client service in a complex, highly regulated industry, Financial Planning delivers actionable and insightful content.

OUR COMMUNITY

Financial Planning reaches 218,900+ experienced professionals, including independent financial planners, RIA's and investment advisers and independent broker-dealers, across print, digital, social media and live event platforms.

ABOUT SOURCEMEDIA

SourceMedia, an Observer Capital company, is a diversified business-to-business digital media, marketing services, research and event company serving over 1.5 million C-suite executives and senior professionals in the financial, technology and healthcare sectors. SourceMedia’s portfolio of brands include American Banker, The Bond Buyer, Financial Planning, On Wall Street, Mergers & Acquisitions, Accounting Today, Bank Investment Consultant, Health Data Management and Employee Benefit Adviser.