Explore WealthManagement.com
Q. What is WealthManagement.com
A. WealthManagement.com is the new digital resource of all things wealth management for financial advisors and estate planning professionals. And it’s the new home of all digital initiatives from REP. and Trusts & Estates—including websites, enewsletters, webinars, videos, social media and mobile channels.
What's new on WealthManagement.com
| 1. | The all new design and day-in-the-life site navigation | 2. | The all new Advisor Forums | |
| 3. | Blogs and commentary from financial industry experts | 4. | More industry, people and market news | |
| 5. | High performance search, using multiple keywords to quickly access archived content | 6. | Useful data and tools for the financial and wealth advisor | |
| 7. | Dashboard style pages to quickly glance news, opinions and data | 8. | Quickly view industry events | |
| 9. | Resources and Community to connect with other industry professionals | 10. | Custom RSS feeds based on the issues and topics you care about. | |
Who We Serve
| Firm types | Individuals |
| Accounting firms | Attorneys at law |
| Banks and trust companies | Branch managers |
| Family offices | CPAs |
| Financial planning firms | Financial advisors |
| Independent B/Ds | Financial planners |
| Institutions and foundations (non-profits) | Insurance professionals |
| Investment management/consulting firms | Investment managers and consultants |
| Insurance firms | Registered investment advisors |
| Law firms/law schools | Sales assistants |
| National wirehouses | Senior managers |
| Regional wirehouses | Stockbrokers/registered reps. |
| RIA firms | |
| Trade associations | |
| Universities |
WealthManagement.com FAQs
Q. What is WealthManagement.com
A. WealthManagement.com is the new digital resource of all things wealth management for financial advisors and estate planning professionals. And it’s the new home of all digital initiatives from REP. and Trusts & Estates—including websites, enewsletters, webinars, videos, social media and mobile channels.
Q. Why WealthManagement.com?
A. WealthManagement.com reflects the changing dynamics of the marketplace. Today, the role of the wealth professional is evolving beyond transactional services to include sophisticated portfolio and cash flow management, budgeting, tax planning and risk assessment for clients. It also requires wealth advisors to develop trusted relationships with other professionals that can deliver investment advice, accounting and tax services, and legal and estate planning services. WealthManagemen.com is the only digital resource of its kind to take this holistic approach to serving the broader needs of the industry.
Q. What’s so different about WealthManagement.com?
A. WealthManagement.com is unique in that it provides everything wealth professionals need to know to stay knowledgeable about the industry, build stronger relationships, improve their practice, and grow their business—all from one site. Its distinctive “day in the life” information taxonomy is designed around the daily activities of wealth advisors—covering everything from daily news and opinion to financial planning strategies, practice management, community resources, and business tools and services. And it boasts more than 60 editorial contributors, including leading experts and industry practitioners, who provide content for the broad wealth management community—from the most advanced wealth management practitioners to novice advisors.
Q. Who visits the WealthManagement.com site?
A. WealthManagement.com is designed to serve the 600,000+ community members that the Penton Financial Services Group reaches with Rep., Trusts & Estates and its Meridian IQ database.
Q. How do you know your audience wants this change?
A. As a leading media company, we constantly have the pulse of the market. Our own research showed us that wealth professionals spend more than 50% of their time each day in client-facing activities (like prospecting, presentations and client management) while the rest of their time is taken up by portfolio management, financial planning, market analyses, and managing their practice. WealthManagement.com was designed with these day-to-day activities of our audience in mind.
Q. If this was such a good idea, why didn’t you rename your magazines WealthManagement.com?
A. WealthManagement.com is the digital resource of Rep. and Trusts & Estates, so it serves a much broader audience of financial advisors and estate planning professionals than the publications do individually—from the most advanced wealth management practitioners to novice advisors. REP. magazine has a more measured charter, focusing on the issues facing financial advisors, while Trusts & Estates magazine continues to cover the needs of estate planning professionals serving high-net-worth clients.
Q. How is the new site different from the old Registered Rep. website/Trusts & Estate website?
A. WealthManagement.com is now the new home of both REP. and Trusts & Estates digital products and services, including websites, enewsletters, webinars, videos, social media and mobile channels—and much more. It has a much broader focus on all things wealth management, and as a result, has four times as many editorial contributors—more than 60 leading experts and industry practitioners—providing content for the most advanced wealth management practitioners to novice advisors.
Q. Are the individual magazine editions sill accessible from the site?
A. Yes, magazine subscribers can still find our print content on the new site.
Q. Do visitors need to subscribe or register to gain access to the WealthManagement.com site?
A. WealthManagement.com employs a free, fremium and paid subscription model. Most of the content on the site is un-gated, but some areas do require registration for access, while others (particularly from the editors of Trusts & Estates) are available only with paid subscriptions.
Q. How is WealthManagement.com different from other industry websites?
A. Unlike other websites, WealthManagement.com employs a “day in the life” information taxonomy that’s designed around the daily activities of wealth advisors—covering everything from daily news and opinion to financial planning strategies, practice management, community resources, and business tools and services. What’s more, we’ve quadrupled the size of our editorial contributors to 60 leading experts and industry practitioners—who collectively provide content for the most advanced wealth management practitioners to novice advisors.
Q. What’s new on this site that you didn’t have on your other sites?
A. WealthManagement.com has a much broader focus—in both audience and content—so it has so it provides a number of new features and functions, including actionable investing, planning, and practice management content; a greater number of expert blogs and opinionators; new functionality for topic searches; improved video and mobile access; and expanded social communities and forums providing connections, resources and insight.
Q. Can I contribute content on the WealthManagement.com site?
A. There are a number of ways you can contribute content to the site—including white papers, webinars and videos—along with a new feature called “Topic Pages” that allows you to sponsor content specific to subject searches on the site.