Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Retirement Planning > Retirement Investing


Your article was successfully shared with the contacts you provided.

The mark of a healthy organism is the ability to grow–to evolve over time, adapting to changes in itself and in the environment in which it lives, while maintaining a solid, principled core. Change is not a sign of weakness, it’s a sign of strength. Investment Advisor has changed, in case you haven’t noticed from our new logo, color palette, and design. It’s not superficial, though appearance is important–good design draws in the reader, while compelling content makes the reader stick around. That’s what our redesign of the magazine–the first since 2000–is meant to accomplish. Using the design talents of our sterling art director, Scott Valenzano, with guidance from the entire editorial department, we’ve hit the mark, I’d argue.

It’s not all about the design. We’ve shifted and strengthened our focus as well. You’ll find a new column by JP Morgan’s Susan Hirshman on wealth management, a new department tracking independent broker/dealers edited by Staff Editor Kate McBride, a doubling to four pages of space committed to retirement planning edited by our Washington Bureau Chief Melanie Waddell, and a monthly Insurance Update. Dotted throughout the magazine is a more liberal use of infographics–short graphics and text boxes that allow you to pick up valuable information without draining your time. We’ll also point you to for additional interviews and reports that expand on what we print in the magazine. At our core, though, we’ll keep reporting on the RIA world, covering those companies that partner with you (or would like to) while continuing to showcase the unparalleled practice management insights of Mark Tibergien, the Money Psychology guidance of Olivia Mellan, the wry wisdom of Bob Clark, the multigenerational observations of Angie Herbers, and our industry-leading directories.

We’ve added an Expert’s Corner, a monthly guest column where folks like Dan Sullivan of the Strategic Coach (this month) and securities lawyer Tom Giachetti will share their unique expertise. Finally, I’m honored that some of the most thoughtful, forward-looking advisors in the business have agreed to share their thoughts with us–and you–on a regular basis as part of our Investment Advisor Leaders’ Council (see page 31). These folks reflect our entire readership–they are fee-only RIAs and broker/dealer reps; they serve the high-net-worth and the middle class; they are experts in retirement planning and marketing; they hold CFP and CPA designations; they are regulated by the states and the feds; they have billions under management and tens of millions in AUM; they are in their 30s and nearing traditional retirement age. They will point us in the right direction as we strive to give you the information and analysis you need, as Dan Moisand, a member of our Council and the IA25, describes it simply yet eloquently, to put the clients’ interests first. Our new tag line–the Voice of Independents–reflects that same ethos, since regardless of your affiliation or compensation method, you’re reading this magazine since you are–or strive to be–independent. That independence is a reflection of your own entrepreneurial streak as well as the way you meet the planning and investment needs of your clients. We always welcome your input: e-mail me at [email protected].



© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.