I am pleased to announce three new initiatives aimed at wealth managers, that is to say, you. If you haven’t seen it on our homepage, we recently launched WealthManagement.com, a new online community and marketing platform for wealth advisors.
How we’re different: Created by Registered Rep. and its sister publication Trusts & Estates, this specialty portal provides a unique marketing opportunity for financial products and service providers to network with a targeted community of more than 200,000 wealth management professionals and their firms.
WealthManagement.com allows you to profile your company’s news, events, white papers, videos and contact information all in one place—and update your information24/7. WealthManagement.com allows you to generate qualified leads for your products and services; position yourself as an leader in multiple categories; receive additional exposure via real-time updates and alerts; and to leverage social media programs with a carefully targeted online community of wealth management firms—from legal, tax, investing advice and asset managers to product information and networking among community members.
For ourAudienceRIA Rising, the latest newsletter produced by Registered Rep., focuses on the registered investment advisor segment. At latest count there are about 22,00 RIAs registered (excluding pure asset managers, such as mutual funds and registered hedge funds and the like) with the Securities and Exchange Commission; trends suggest that number will increase in the coming years. More financial advisors are deciding to work independently and embrace a fiduciary standard, something that could be imposed on the entire industry by regulators in the wake of Dodd-Frank.
Registered Rep. is working with market analysts Meridian-IQ to track down the latest data on which advisors are joining the RIA ranks and where they’re coming from. RIA Rising will profile advisors with interesting stories that reflect the trends that we see. It will also explore the ins-and-outs of establishing an RIA or joining established firms, what to consider and the pros and cons of the transition. It will also include postings from the RIA Rising blog produced by Senior Writer Jerry Gleeson that can be found on registeredrep.com under the blogs tab.
Look for RIA Rising in your email on the third Friday of every month.
Introducing Registered Rep.’s e-letter, The Wealth Advisor Weekender, which reaches about 130,000 subscribers each Saturday morning. The Weekender features the week's most popular news, features, videos, and advisor forum posts on RegisteredRep.com. To subscribe and to learn more, please see http://www.registeredrep.com/subscribe.
These offerings are in addition to our weekly Wealth Management e-letter, and our monthly The Insurance Letter, The Retirement Letter, The Management Letter (aimed at branch managers and OSJs), and The Practice Management Letter, written by Matt Oechsli, one of the industry’s foremost consultants.