Advisor Perspectives

Advisor Perspectives

Entity Type
Industry
Location
Founding Date
2007
Parent Entity

Advisor Perspectives is the premier digital publisher for financial professionals. Among its many digital-first offerings for financial professionals are award-winning email newsletters packed with investment and practice management insights, market commentaries from leading asset managers, and much more. The publisher also offers an exclusive database of investment information showing how high- and ultra-high net worth investors allocate their assets, and which mutual funds they hold. Founded in 2007, the publisher has become the leading interactive publisher for registered investment advisors, wealth managers, and financial planners. In 2022, Advisor Perspectives became the latest addition to the VettaFi universe.

ADVISOR PERSPECTIVES & VETTAFI

  • Established in 2007, Advisor Perspectives has become a prominent source in the advisory industry.

  • The company has been consistently recognized for its contributions to the financial advisory community, providing high-quality, unbiased content that supports financial professionals in making informed decisions.

  • In 2022, the company was acquired by VettaFi, a data, analytics, and thought leadership company, enhancing its reach and capabilities.

  • VettaFi's platform integrates Advisor Perspectives' content with advanced analytics, enhancing the ability of financial professionals to access comprehensive market insights and make data-informed decisions.


CORE OFFERINGS

  • Email Newsletters. 

Advisor Perspectives delivers award-winning email newsletters that provide actionable insights on investment strategies, economic trends, and practice management.

  • Market Commentaries. 

The platform hosts a diverse range of market commentaries, allowing fund companies, wealth managers, and financial advisors to share their perspectives on market developments and investment strategies.

  • Premium Membership. 

The platform offers a subscription-based premium membership that provides additional features, including premium content, personalized library of articles, access to exclusive webinars and events, and personalized branding options.