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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 MONEY MANAGEMENT EXECUTIVE

Money Management Executive provides insight and analysis into the management, marketing, operations and technology used by successful executives at mutual fund, ETF and asset management companies.

The brand reaches a nationwide community of senior decision makers who rely on Money Management Executive as their prime source of news and industry perspective. Money Management Executive also provides intelligence on sales and marketing strategies, compliance issues, methods of operation, useful applications of technology and wide-ranging coverage of strategic changes taking place in asset management.

ABOUT SOURCEMEDIA

SourceMedia, an Observer Capital company, is a business-to-business digital marketing services, subscription information, and event company serving senior-level professionals in the financial, technology and healthcare sectors. Brands include American Banker, PaymentsSource, The Bond Buyer, Financial Planning, Accounting Today, Mergers & Acquisitions, National Mortgage News, Employee Benefit News and Health Data Management.