About Us

AdvisorOne

AdvisorOne.com is the ultimate online destination, featuring all the news, in-depth analysis, market data, tools and networking opportunities advisors need to transform their business – and their bottom line. Responding to the needs of advisors for a single site source of information, the Website delivers content and data assets from Summit Business Media’s Investment Advisory Group, combined with contributions from industry experts and relevant content aggregated from across the Web.

AdvisorOne is powered by four industry-leading brands

Investment Advisor

Since 1980, independent and independent-minded advisors have turned to Investment Advisor for the unbiased news, information, and analysis that they need to grow and run their practices and to provide the best investment advisory and financial planning choices for their clients. Whether it's wealth management, alternative investments, retirement planning, technology, or practice management, and whether the advisor is a broker/dealer rep or an independent RIA, Investment Advisor remains the leading media valued partner in helping that advisor become and remain successful.

Research

Since its start in 1978, Research magazine has supported the interests of financial advisors nationwide. The publication’s practical columns and features are designed to help advisors boost their client-centric business. The magazine highlights the latest information on financial tools, like ETFs, and important trends that affect today’s advisors and clients, such as compensation and regulation. The publication is full of advice on how advisors can improve their practice, and readers work for both full-service national securities firms and regional and independent firms.

Wealth Manager

Build. Preserve. Endow.  These three words, which epitomize the spirit of wealth management and the progressive stages of financial life for many wealthy families, are also the backbone of Wealth Manager. Created with the most sophisticated group of advisors in mind, the content is specifically geared to the needs of professionals in single- and multifamily offices, independent RIA firms, private bankers and those on the independent broker/dealer side who practice wealth management in its highest form, as well as those who aspire to do so.

Boomer Market Advisor

Boomer Market Advisordelivers real-world case studies and sales and marketing strategies smart advisors need to succeed with the demands of their boomer clients. Our mission is to help comprehensive, independent advisors grow a lucrative practice that results in continued success.