Skip navigation

About Us is the digital resource of all things wealth management serving 850,000 financial advisors and estate planning professionals. It’s the home of everything digital from REP. and Trusts & Estates—including websites, enewsletters, webinars, videos, social media and mobile channels. 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. is the only digital resource of its kind to take this holistic approach to serving the broader needs of the industry. 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.

Our 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.

What’s more, 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.