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Guides/Supplements

  • 14th Independent Broker-Dealer Guide 2011

    Financial Planning's Independent Broker-Dealer Guide is the industry gold standard when it comes to timely data and in-depth analysis. No other print or online resource offers the same access to the level of information and detail offered in our guide.


      This special report will include exclusive coverage:
    • 2011 rankings of the top 50 independent broker-dealers
    • Data snapshots of up and coming broker-dealers
    • Aggregated numbers from the major broker-dealer networks
    • A directory with contact information for all participating firms
    • Enlightening articles on the trends shaping the industry


  • REIT Resource Guide

    In this informational guide we examine advisor strategies for utilizing real estate investment trusts and take a closer look at how different REITs are structured. A supplement to Financial Planning (June 2011).


  • Energy Sector Guide

    Investments in energy can fill different rolls in your clients’ portfolios. A supplement to On Wall Street (May 2011).


  • RIA Products & Services

    New tactics and technologies help advisors and their clients thrive during times of market turmoil and beyond. A supplement to Financial Planning (May 2011).


  • Practice Management & Technology Tools Guide

    Technology providers for financial planners continue to expand and enhance their offerings to meet ever-changing industry needs. The articles in this supplement to Financial Planning explore the evolution of financial planning technology, custodian technology services for RIAs and cloud computing. As the official pre-conference guide to the Technology Tools for Today Conference—the only conference of its kind for financial advisors—a full agenda and conference host information are also included.


  • On Wall Street’s 13th Annual Independent Broker-Dealer Guide

    This comprehensive guide offers original articles on career planning and practice management, multiple tables that outline revenues and services of independent broker-dealers and a resource directory of the leading independents.


  • Insured Retirement Institute Insight

    December 2010 Newsletter


  • Insured Retirement Institute Insight

    October 2010 Newsletter


  • Wealth Management & Family Office Resource Guide

    This digital supplement offers you easy access to information and analysis on topics such as: wealth management planning teams; charitable giving options for high-net-worth clients; and unified managed accounts. A supplement to Financial Planning, On Wall Street and Bank Investment Consultant (December 2010).


  • A supplement to Financial Planning (November 2010)

    The RIA model continues to grow in popularity with advisors, and service providers are doing their best to capture and serve this expanding market.


  • ETFs and Index Funds Resource Guide

    ETFs are giving financial advisors the chance to compete with wirehouses through their liquidity, low cost, sector plays and hedging opportunities. A supplement to Financial Planning (October 2010).


  • The Fiduciary Opportunity

    As the fiduciary debate continues, advisors can seize the moment to adopt the highest standard of client care (October 2010).


  • Third-Party Marketers Resource Guide

    There are many factors that affect the strength of a bank/TPM partnership. We examine the current state of that relationship and suggest paths to improvement. A supplement to Bank Investment Consultant (August 2010).


  • Insured Retirement Institute Insight

    August 2010 Newsletter


  • Financial Planning's 13th Annual Independent Broker-Dealer Guide: Digital Edition

    This year's exclusive guide covers such essential topics as recruitment, the broker-dealer/advisor relationship, succession planning and investment management. In addition, you'll find pages of data on broker-dealer revenues, services, payouts, products and staff, as well as a detailed directory with contact information.


  • Retirement Income Planning Resource Guide

    Helping clients convert their life savings into a steady stream of retirement income requires looking at their financial needs and resources from several different angles. A supplement to Bank Investment Consultant (July 2010).


  • Insured Retirement Institute Insight

    June 2010 Newsletter


  • Insured Retirement Institute Insight

    April 2010 Newsletter


  • Insured Retirement Institute Insight

    February 2010 Newsletter