Media Partners

 

Aite

 

Aite Group
www.aitegroup.com
Aite Group is an independent research and advisory firm focused on business, technology, and regulatory issues and their impact on the financial services industry. With expertise in banking, payments, securities & investments, and insurance, Aite Group’s analysts deliver comprehensive, actionable advice to key market participants in financial services. Headquartered in Boston with a presence in Chicago, New York, San Francisco, London, and Milan, Aite Group works with its clients as a partner, advisor, and catalyst, challenging their basic assumptions and ensuring they remain at the forefront of industry trends. For more information, visit us on the web and connect with us on Twitter and LinkedIn.

 

Econoday

 

Econoday
www.econoday.com
Econoday is the most comprehensive economic calendar and research database available today. With a decade of detailed announcements and analysis, investors and financial professionals can easily develop informed trading strategies..

Ezra Group LLC

Ezra Group, LLC
www.ezragroupllc.com
We deliver innovative solutions for wealth & asset management firms. Ezra Group has worked with many of the top wealth and asset management firms including Bank of New York Mellon, Bank of America Merrill Lynch, USAA, and Citigroup.

 

MyPrivateBanking

MyPrivateBanking Research
www.myprivatebanking.com
MyPrivateBanking Research is an independent research firm focused on how wealth managers and financial services firms should develop their digital offerings to best serve existing customers and to win new clients. MyPrivateBanking’s research stands out with a clear, threefold focus: Online, Mobile and FinTech as the Technology focus; Wealth Management/Private Banking as the industry specialization and the User’s perspective as the basis for determining our research criteria. MyPrivateBanking offer strategic insights and actionable recommendations in comprehensive reports, available individually or by subscription and as well workshops and presentations. For more information, visit us on the web and connect with us on Twitter and LinkedIn.

 

Publication Partners

 

American Banker

 

American Banker
www.americanbanker.com
American Banker is the leading information resource for the banking industry. Providing exclusive news coverage and commentary, feature and analytical articles, data applications and special reports, American Banker puts information in context both in print and online at AmericanBanker.com.

American Banker

Bank Investment Consultant
www.bankinvestmentconsultant.com
Bank Investment Consultant is the dedicated resource for bank-based financial advisors and wealth managers. As advisors in the bank channel contend with changing fee models, competition from independent and wirehouse firms, and increased compliance guidelines, only Bank Investment Consultant delivers the relevant bank- and investment-related analysis and insights required to make smart investment decisions, better serve retail clients and achieve financial performance goals. As a sibling brand of Financial Planning and American Banker, Bank Investment Consultant is ideally positioned to serve the needs of these professionals, bringing deep resources and an authoritative perspective.

American Banker

Financial Planning
www.financial-planning.com
Financial Planning delivers the essential analysis and insight that independent advisors need to make informed decisions about their business and the clients they serve. The only information resource dedicated to the needs of the independent financial planner, Financial Planning provides analysis and breaking news, opinion and expert advice, and practical business-building ideas. Coverage is sharply focused on what matters most to advisors — their clients (building relationships), their practice (building and managing their business, deploying technology), and managing their client's portfolios. The Financial Planning community is deeply engaged through interactions on social media, comment forums, research panels, and an authoritative network of contributors. As advisors optimize their practices' investment performance and client service in a complex, highly regulated industry, Financial Planning delivers actionable and insightful content.

On Wall Street

On Wall Street
www.onwallstreet.com
On Wall Street is the information resource for financial advisors operating under the banners of the largest and most prominent brokerage firms. In an era of changing corporate strategies and regulatory frameworks, advising affluent investors requires an increasingly innovative mind set.On Wall Street caters to the information requirements of these elite financial professionals, providing critical, actionable content that helps them better serve their wealthy clientele. On Wall Street's unique package of news analysis, insight and best practices digs deep on the most important topics — including advisor compensation, regulatory compliance, new product offerings, firm strategy and consolidation, and the movement of advisors and top executives. On Wall Street delivers exclusive, insightful content on successful investment strategies, wealth preservation, tax planning and regulatory updates; helps advisors manage their practices and careers; focuses on the unique relationship between high-performance advisors and their high-net-worth clients.