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The magazine's readership, which extends to 80,000 qualified readers monthly, includes financial planners, registered investment advisors and independent broker-dealers.
The magazine was launched in 2000 [2] and it is headquartered in Shrewsbury, New Jersey. [3] Its articles focus on strategies and management advice for advisors of affluent clients. [ 4 ] Its targeted readership includes financial planners , investment advisors , and broker-dealers .
Kenneth Lawrence Fisher (born November 29, 1950) is an American billionaire investment analyst, author, and the founder and executive chairman of Fisher Investments, a fee-only financial adviser. Fisher's Forbes "Portfolio Strategy" column ran from 1984 to 2017, making him the longest continuously-running columnist in the magazine's history. [2]
In 2006 during Focus’ inception, Wealth Management magazine named him one of its annual "Ten to Watch." [11] He was also named to Investment Advisor magazine's fifth annual IA 25 in 2007 [12] He has been featured in The Wall Street Journal, [9] The New York Times, [13] CNBC, [14] Bloomberg Businessweek, [15] and a 2014 Harvard Business School ...
The post 2023 Roundup of the Best Financial Advisor Magazines appeared first on SmartReads by SmartAsset. Financial services is an ever-changing industry and as an advisor, it's important to stay ...
“For any investment, you need to follow a core rule: Only invest in what you understand,” said Jay Zigmont, Ph.D., certified financial planner and founder of Childfree Wealth.
Commonwealth was named one of Inc. magazine's 500 fastest-growing private companies in the U.S. for three consecutive years. 1991–2005 Investment Advisor magazine named Commonwealth Broker/Dealer of the Year a total of ten times. [4] 1992 Commonwealth acquired Kavanaugh Securities of Dallas, Texas, to expand its national presence. 1999
Raymond Joseph Lucia, Sr. is an American former Certified Financial Planner, [1] former Registered Investment Advisor, [2] author, radio personality and television host. [3] He is host of The Ray Lucia Show, a nationally syndicated radio and television financial talk show on the Business Talk Radio Network and the Biz Television network.
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