Advisors and their clients are doing more and more work online, as are the publications that support them. It simply makes good sense for business.
In the spirit of this transition, Research — which has been published for 38 years (many of them on a monthly basis) — is set to become a quarterly publication, starting in October.
Our online news reporting on the wirehouses and other employee firms will continue, along with our conference coverage, at ThinkAdvisor.com. Plus, I will be writing a monthly column on employee advisors for our sister publication, Investment Advisor, starting in August. In addition, ThinkAdvisor will begin sending out bimonthly Special Report electronic newsletters about the broker-dealers we cover, their business strategies and challenges, as well as the latest recruiting and retention news.
Despite all the shifts in the industry, the employee broker-dealers continue to help their advisors maintain the highest yearly fees and commissions, as well as assets under management, in the business. To stay ahead of the pack, top employee-advisor firms are investing heavily in technology, portfolio platforms, social media and other advisor-focused infrastructures.
To reflect the elite nature of the advisors we serve, the quarterly version of Research is set to be published as Research on Wealth. It aims to remain a trusted industry resource both online and in print — with an emphasis on trends in investment products, technology, retirement and practice management.