Advisor Perspectives, Inc, is pleased to announce the launch of our new site and e-Newsletters in conjunction with the rollout of our new corporate branding.
A completely redesigned web site
Our redesigned web site has a cleaner, more organized look and feel that is designed for improved access, security, and performance.
- Take Advisor Perspectives with you everywhere! Our enhanced mobile-friendly design makes it easier to view our website and e-Newsletters on the go.
- Get faster access to specialized content that interests you by clicking on the “Channels” navigation tab or the "Featured channels" area on every page.
- All articles and commentaries now use a single, scrolling page format, improving performance and legibility.
- A new "trending" widget shows you our most popular articles and commentaries.
- Easier access to charts and analysis from dshort, the online economic research resource founded by nationally recognized economist Doug Short.
- Our expanded "resources" drop-down menu offers access to white papers, archived APViewpoint webinar and job listings.
- A "tag cloud" at the end of every article makes it easier to find suggested articles and content topics that interest you.
- Improved search functionality.
- Sample Advisor Perspectives e-Newsletter design
Other enhancements
In addition to our redesigned web site, we’ve also enhanced our other online media and services.
- Our weekly, daily and specialized e-Newsletters have been redesigned to improve legibility, navigation and performance for both desktop and mobile users.
- Replays of all APViewpoint webinars older than 30 days can be viewed by clicking on the “Webinars” menu choice under “Resources.”
- Our upgraded subscription page gives greater control over which of our newsletters and special advertiser offers you wish to receive.
Evolving with an industry in transition
The enhancement of our web site and online services aligns with the evolution in the way advisors use online media. A larger percentage are using mobile devices and all readers expect faster performance, user-friendly navigation, and easier access to specialized content from their online resources.
More importantly, these changes also reflect a transformation in the advisory profession itself. When we started in 2007, our primary audience consisted of registered investment advisers (RIAs) and registered representatives who were primarily focused on selling investment products and managing portfolios. But over the past decade, our research has identified a growing number of advisors who define themselves primarily as financial planners. Many are moving away from “investment only” service models to become trusted life-stage planning partners for their clients, providing advice, strategies and portfolio management services to address their investment, liquidity, retirement and legacy planning needs.
We’ve responded to these changes by expanding our financial planning and practice management coverage from experts such as Bob Veres, Wade Pfau, Joe Tomlinson, Dan Solin, Beverly Flaxington and Dan Richards as part of our roster of regular contributors and webinar presenters and by adding new specialized content channels and newsletters.
And, today, it is with great excitement that we acknowledge this transformation with the rollout of our new corporate branding and tagline:
Helping advisors enable clients to achieve their financial goals
Our new branding redefines Advisor Perspectives to our readers and advertisers. More than just a newsletter and web site, Advisor Perspectives, Inc. is a team of experienced financial industry and technology professionals who share a common commitment to delivering a wide range of educational resources that enable advisors to manage, retain and acquire client relationships more effectively. We believe that the enhancements we’ve launched today—and those we plan on implementing in the future—demonstrate our commitment to providing a superior reader experience and an optimal promotional environment for our advertisers.
In addition to our web site and newsletters, Advisor Perspectives provides a wealth of additional resources for advisors.
Dshort
Founded by nationally known economist Doug Short and acquired by Advisor Perspectives in 2012, the dshort section of our web site has become a go-to source for timely economic and market charts and analysis.
APViewpoint
Since its launch in 2014, APViewpoint has grown to become America’s largest online advisor community. More than 13,000 advisors have joined APViewpoint to gain and share insights on investing, financial planning, practice management and many other topics with their peers and an impressive roster of 60 industry thought leaders, including Bob Veres, Wade Pfau, Harold Evensky, Michael Kitces, Larry Swedroe, Michael Edesess, Dan Solin and Charlotte Beyer. In the coming months we’re planning on adding many new features to make APViewpoint an indispensable resource for advisors seeking advice and strategies to help them manage their clients’ complex financial lives.
APViewpoint webinars
Since APViewpoint became Advisor Perspectives’ webinar platform in 2014, it has hosted more than 30 webinars attended by more than 12,000 advisors. These webinars have featured nationally known investment, financial planning and sales experts such as Bob Veres, Jeffrey Gundlach, Michael Kitces, Dan Solin, Richard Bernstein, Wade Pfau, David Blanchett and Bev Flaxington. If you’re not an APViewpoint member yet, you can view all of our archived webinars in the APViewpoint Events area of the APViewpoint site. But as an APViewpoint member, you can attend live events and discuss their content with the presenter and your peers on APviewpoint. Most webinars offer CE credits for advisors with CFP®, CIMA®, CIMC® and CPWA® designations.
Let us know what you think
We hope that you’ll agree that our new branding and service enhancements support our mission of providing a wealth of resources to help advisors address their clients' ever-evolving financial needs. We invite you to continue to give us your feedback by sending an email to [email protected].
