Thank you for reading Wealthmanagement.com. Those of you who have been here before will recognize that starting today, we have a brand-new website.
You’ll notice an improved, cleaner layout of the content, a more fluid navigation around the site and an enhanced mobile experience.
Most important, the new site enhances our ability to surface additional content relative to you, whether that comes from our editorial team, our industry contributors or our sponsors.
We hope the new site helps you quickly find information helpful to you, including:
News: The top industry news of import to advisors, driven by our own editorial team, our content partners Bloomberg News and Reuters, as well as aggregation from dozens of content sources relative to you.
Investment Management: Staying away from the “top funds to retire on” articles to focus on trends in investment management, from the drivers behind strategic beta strategies, the rise of ESG investing and the good, and bad, of ETFs.
Wealth Planning: Focusing on the unique needs of advisors to high net worth clients and the advisors who serve them, or aspire to, with a focus on trusts, tax-mitigation strategies, estate planning and more.
Practice Management: How to start, grow and sell a financial advisory practice, find prospects and convert them to clients, change firms and hire when the time comes.
Technology: For the first time we’ve dedicated a content channel to the topic. Going beyond the “Robo Advisor: Good or Bad?” headline, we drill down into what technology is available to advisors, how it is changing the character of a practice and what advisors should look for when choosing a provider.
Trust & Estates: We’ve dedicated a mini-site within a site for content produced by our subscription-based journal, Trust & Estates. The 112-year-old publication is written for the trust and estate planning professional, including estate attorneys, private banking professionals and trust officers.
Research: We’ve collated our in-house research, as well as that conducted with our research partners into one section, with downloadable whitepapers and smaller “bite-size” takeaways that are quicker to consume.
Change is rarely without complications, but I think you’ll find our migration to the new platform a smooth one. Many people on the Penton technology team have been working on it for many months. I’d like to know your thoughts—please feel free to reach out to [email protected].