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 Investcorp Company, provides market information, including news, analysis, and insight to the financial services and related industries such as accounting and technology, through its publications, industry-standard data applications, seminars and conferences. Its other flagship publications, including American Banker, National Mortgage News, The Bond Buyer, and Accounting Today, have helped build SourceMedia's reputation as the pre-eminent information source in its respective markets. Consulting services, software, and data provided through its two divisions, National Regulatory Services (NRS) and Accuity, facilitate regulatory compliance, funds registration and data flow among institutions in the investment, insurance, and financial service industry. For more information, visit www.sourcemedia.com.
Ask the Experts is an educational video series, hosted by Financial Planning that features an engaging Q&A with financial and retirement industry experts. This series, sponsored by Guardian, addresses questions and discusses how financial planners can succeed in today's 401(k) marketplace, including small-market needs, strategies, service and support as well as resources. Watch these videos to learn more.
Check out Guardian's additional resources:
> Large Plan Services for Small Plan Clients
> Help Plan Sponsors Understand their Fiduciary Responsibilities
> Learn More about Guardian Retirement SolutionsTM