Industry blogs are a vital source of information, but uncovering the ones that will really help your practice can be daunting. There are probably thousands of blogs in the financial services industry alone, which makes it hard to know where to begin. To help feed your need for accurate information, here is my rundown of blogs that I read on a regular basis to remain up-to-date on industry news and trends. Each of the blogs listed below have a proven track-record within the industry with extensive readership levels. They are known for quality and are ahead of the curve.
1. “Nerd’s Eye View” – by Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL
If you choose only one blog to read in the financial service industry, look no further than the “Nerd’s Eye View.” Michael Kitces, one of the industry’s most sought after speakers and leaders, delivers a consistent stream of relevant and quality content to his readers. I was fortunate enough to see him speak and meet him recently and can attest that his reputation is well deserved. His knowledge of the industry (from advanced financial planning concepts, branding/marketing strategies, as well as advisor technology needs) is second to none. In addition, his weekly post titled “Weekend Reading for Financial Planners” provides resources and recognition to other leaders in the industry as a recap of what he has read throughout the week.
2. “Good Financial Cents” – by Jeff Rose, CFP
One of the most charismatic bloggers in the financial services industry (watch his videos and you’ll see what I mean), Jeff Rose has built an entertaining and informative blog centered on money. His posts appeal to readers of any demographic because his message is delivered in an engaging array of content mediums (video, text, and audio). Talking about money and retirement planning may be a painful task for some investors, but Jeff delivers financial education in a way that invites his audience to have fun during the process.
3. “Above the Market” – by Bob Seawright
This blog continues to receive a significant amount of attention throughout the industry. Bob is a sought after speaker with a wealth of knowledge on advanced financial planning concepts as well as behavioral finance. I have been fortunate enough to work with Bob for the past 8+ years. His posts are thorough and he regularly interviews other leaders in the industry with his “5 Good Questions” posts. If you haven’t been on his blog yet, I highly recommend that you give it a chance.
4. “Retirement Researcher” – by Wade Pfau, Ph.D., CFA
Yet another highly respected blog, writer, researcher and industry expert Wade Pfau delivers exceptional value with his work. As the head of the new RICP (Retirement Income Certified Professional) designation at the American College, he is diligent at educating financial professionals on the complexities of retirement income planning in today’s market environment. His depth of knowledge of the markets and the industry as a whole makes him a valuable resource for any advisor.
5. “All Things Financial Planning Blog” – FPA
I firmly believe that it’s important to give credit to organizations, not just financial advisors and industry experts, for advancing the education of financial planning. With posts dating back to October 2009, this blog, run by the Financial Planning Association, is here to stay. The blog’s format allows readers to easily search topics such as Charitable & Planned Giving, Estate Planning, Investments, and Insurance to name a few. I think you’ll agree that this blog is worth adding to your regular routine of blogs to read.
This is not an exhaustive list; however, in my opinion, if you start with these blogs, you’ll gain knowledge of the industry and learn how to build a successful financial blog of your own. For more information about the blogs I regularly read, feel free to reach out at firstname.lastname@example.org or connect with me on LinkedIn as I share articles I’ve read from my favorite blogs and media outlets.
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