5 must-read blogs for financial advisors

As companies compete for a piece of cake between college graduates who have just entered the workplace and retirees who want to make the most of their old age, competition in the financial consulting field has become increasingly fierce.

As the competitive landscape continues to change, consultants should focus on online blogs, journals, and news media to keep abreast of the latest industry developments and maintain a competitive advantage. Here are some of the most influential blogs that financial advisors should follow to gain sharp insights.

Key points

  • Financial professionals should always look for new information about the market, best practices, and marketing techniques to build a successful business.
  • Although books and seminars are helpful, the production and publishing process means they may lag behind the latest innovations.
  • On the other hand, blogs written by well-known authors and industry insiders can provide a glimpse of cutting-edge and exciting new developments.

Reformed broker

The Reformed Broker is probably the most watched financial advisor blog in the country. As the CEO of Ritholtz Wealth Management, Joshua M. Brown is a financial advisor in New York City, author of books such as Wall Street Backstage, and an advisor to the board of directors of innovative companies in areas such as Riskalyze. In 2015, he was also selected as one of the top financial advisors in the country under the age of 40 by Investment News.

Abnormal return

Abnormal Returns is a popular investment blog maintained by Tadas Viskanta, a private investor with more than 25 years of experience in the financial markets. In addition to blogs, he is also the co-author of more than ten investment-related papers published in Financial Analyst Magazine and other places, as well as a co-author of a book titled “Abnormal Returns: Winning Strategies from the Frontline”. Invest in the blogosphere. ”

In particular, financial advisors should follow Visaanta’s daily link, which provides daily charts, market news, strategic news, companies to follow, and other information that is highly relevant to all financial advisors. In addition, the consultant can register for free to receive his latest posts via email.

Floating pad

FP Pad is the main source of news, insight, and thought leadership in financial planning technology, and has since expanded to YouTube channels, iTunes podcasts, and other content. In the blog, Bill Winterberg and other contributors discuss financial planning techniques—including topics such as lead generation—making it a must-read for tech-savvy consultants who run their own websites and rely on the Internet to generate traffic.

Although many financial planning blogs are a lot of text, FP Pad provides a lot of video content, which is mixed together and brings more understandable insights to the table. For example, a recent video post reviewed five new technologies that are helpful to so-called position-independent financial advisors who are always on the road.

Consultant’s point of view

Advisor Perspectives is an online publisher dedicated to Registered Investment Advisors (RIA), providing market commentary and industry-related analysis on asset allocation and other topics. In addition to articles, the company also provides email newsletters that contain actionable insights related to investment strategies and the overall economy, as well as interviews with key opinion leaders in the industry.

Unlike many other blogs dedicated to financial advisors, Advisor Perspectives is curated by many different contributors, resulting in a large number of different opinions. Recent posts discuss everything from research aimed at improving conference efficiency to mid-year observations of the state of the high-yield bond industry.

The nerd’s perspective

Michael Kitces founded Nerd’s Eye View as early as 2008 to help financial consultants identify and utilize industry trends, and educate them on more technical aspects of the industry to improve their service quality. As a partner of Pinnacle Advisory Group, Kitces’ insights can help consultants better attract and retain customers through technological and behavioral changes, and ultimately grow their business.

In particular, readers may want to follow Kitces’s weekend posts, which outline some of the most important developments this week. A recent article highlighted a new trust proposal from the Department of Labor, which could have a huge impact on the lives of all financial advisers.

Bottom line

A smart way for financial advisors to keep an eye on important industry trends is to follow what well-known and respected experts are talking about. Blogs, as suggested above, should be designated to read for all consultants who wish to gain more market share.


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