What is a financial planning magazine?


Quick Answer

Financial Planning is a print and digital magazine targeted at independent financial advisors and planners. The magazine also has a website and produces podcasts, newsletters, conferences and custom publications.

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Full Answer

Financial Planning has been in print since 1970. As of 2014, it is owned by SourceMedia, which is an Observer Capital company. Some topics that the magazine regularly covers are practice management, retirement planning, RIAs, insurance, philanthropy, investment products, annuities, ETFs, mutual funds and REITs. It also hosts a series of blogs on its website, such as Ask Ed Slott, Practice Perfect, Thought Leaders, Advisor Intel, The Marketing Maven, The Prosperous Advisor and Rethinking Retirement.

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