About Financial Planning
Since 1970, Financial Planning's mission has been to deliver the essential information that independent advisors need to make informed decisions about their business and the clients they serve. We are the only website dedicated to the needs of the independent financial planner. Our loyal audience consists of powerful and action oriented financial advisors who rely on us to provide news, opinion, expert advice and practical business building ideas that independent financial planners need to be successful. Their primary concerns are their clients (building relationships), their practice (building and managing their business) and managing their client's portfolios.
We also produce podcasts, conferences, custom publications and eNewsletters—all covering in-depth analysis and planning advice. Whatever the medium, our purpose remains the same: to provide advisors with the most up-to-date information and cutting-edge analysis on investments, client relationships and business management. Our mission is to help advisors run a thriving business.
SourceMedia, an Observer Capital company, is a diversified business-to-business digital media company serving senior professionals in the financial, technology, and healthcare sectors. Brands include American Banker, The Bond Buyer, Mergers & Acquisitions, Financial Planning, On Wall Street, Accounting Today, Health Data Management, and Employee Benefit News. Information about SourceMedia is available at www.sourcemedia.com.