Newsletters Every Financial Advisor Should Consider Following

The financial services industry is constantly evolving due to regulatory changes, technological advancements and shifting market conditions. To provide the best service to their clients, successful advisors recognize the importance of staying informed on the latest news and trends. Financial advisor newsletters offer one way to keep up with industry news, regulatory developments and emerging trends.

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Newsletters for Financial Advisors Who Want to Grow

Running an advisory business can take up quite a bit of your time. If you have limited room in your daily schedule, it’s helpful to know which finance newsletters are worth reading. Otherwise, you could end up with an inbox full of emails that don’t offer any real value.

With that in mind, here are several financial advisor newsletters and industry resources worth paying attention to:

1. Advisor Perspectives

Advisor Perspectives offers a wealth of information for advisors spanning the latest industry news, investment strategies and practice management tips. You can access articles, commentaries, webinars and white papers, along with regular email newsletters.

Basic membership is free and includes customizable email updates on trending industry topics. Upgrading to a premium membership unlocks more features, including access to free CE ethics training, exclusive webinars and downloadable white-label content. Monthly and annual subscription plans are available for $34.95 per month or $350 per year.

2. Money Stuff

Money Stuff, published by Bloomberg, offers advisors the latest on Wall Street, finance and the markets. Recent newsletters by author Matt Levine have covered banks and private equity, hedge funds and the resurgence of meme stocks. Bloomberg also publishes newsletters covering global markets, technology and politics.

Some newsletters, including Money Stuff, are free while others require a paid Bloomberg subscription to access. New subscribers can sign up for $1.99 for the first month, then $39.99 each month after, or $180 the first year and $399 each year after.

3. Advisor Brief

SmartAsset’s Advisor Brief newsletter offers financial advisors practical insights on running and growing their businesses. It covers a range of topics, including practice management, business growth, client retention, professional development and industry trends.

Articles featured in the newsletter have explored topics such as creating business plans, preparing for client meetings, tracking key performance indicators (KPIs) and strengthening client relationships. Advisors can also find actionable resources, including checklists, templates and guides designed to help them manage their practices more effectively.

4. InvestmentNews

InvestmentNews is an online magazine for independent financial advisors and a trusted source of information on everything that’s happening in the finance industry. You can subscribe to the newsletter, read articles and think pieces, watch videos and listen to podcasts, or get the latest updates on conferences and events for RIAs.

A monthly premium subscription is $19.99 and includes access to Daily Pulse (Investment News’ flagship daily email newsletter), the Weekend Pulse newsletter, all articles and opinion pieces published on the site, and quarterly outlook reports detailing how professional investment managers are approaching the market. If you’d like to receive print editions of InvestmentNews as well, you can sign up for a bundled subscription at $269 annually.

5. ThinkAdvisor

ThinkAdvisor is designed with financial advisors, RIAs and wealth advisors in mind. The site covers a range of topics of interest to advisors, including:

Retirement planning
Portfolio management
Financial planning
Practice management
Regulation and compliance
Technology

There are more than two dozen newsletters you can subscribe to, depending on which topics you’re most interested in. The Compliance Watch newsletter, for instance, covers the latest compliance updates and news for advisors, while Tech Reporter dives into the emerging tech trends that are reshaping the advisory space.

6. AdvisorHub

AdvisorHub is a go-to resource for RIAs and financial advisors who are considering transitioning to an independent model. Here, you can get the latest news and viewpoints on the industry, as well as updates on events and happenings at top advisory firms.

The newsletter is free and provides updates on developments across the advisory industry. You can also submit a tip or idea for a story to the AdvisorHub editorial team.

7. Financial Planning

Financial Planning is an online publication and print magazine for financial advisors and wealth advisors. The site’s principal areas of focus include taxes, investing, practice management, regulation, compliance and tech.

When you sign up for a premium membership, you get access to a suite of specialized newsletters, along with other benefits such as real-time news and analysis, exclusive offers for virtual and in-person events, continuing education programs and both print and digital versions of the Financial Planning magazine.

This is a premium paid newsletter; you can choose between a weekly or monthly plan. An annual subscription costs $6 per week, billed once annually. The monthly plan is $8 per week, billed every four weeks. Discounted subscriptions are available for students and educators.

8. Wealth Management

WealthManagement.com offers comprehensive coverage of investing, wealth management, practice management, trusts and estates, technology, market outlooks and RIA news. In addition to browsing articles online, you can subscribe to more than a dozen topic-specific newsletters.

For instance, WealthStack targets the wealth management audience and focuses its coverage on technology solutions. RIA Edge is geared for RIAs who want to stay abreast of what’s happening in the industry. High Net Worth is designed for advisors who primarily serve high-net-worth clients.

Some newsletters go out daily while others are sent weekly or bimonthly. You can sign up for one of them or all of them, and there’s no paid subscription required.

9. Barron’s

Barron’s is a well-known name in the financial space, publishing content for both consumers and financial advisors who are interested in what’s happening in the markets. On the advisor side, you can sign up for one of several newsletters, including:

Advisor Daily, which rounds up the day’s top news
The Way Forward, a weekly newsletter devoted to stories affecting the advisory industry
The Interview, a weekly newsletter Q&A featuring industry experts
Barron’s Advisor: Women’s Edition, a monthly newsletter focused on women in asset management

There’s also an Australian edition that features content to help Australia-based advisors run their businesses more efficiently. Most email newsletters are free, though Barron’s Energy Insider requires a paid subscription. The first four weeks are free, and you’ll be billed $15 every four weeks thereafter.

10. Advisor Upside

Advisor Upside is published by The Daily Upside, an independent digital business brand that covers economics, finance, technology, industries and investments. Newsletters deliver updated, actionable market insights for advisors, along with practice management tips and industry updates.

In addition to newsletters, the site publishes articles on a variety of topics relevant to advisors, including investing strategies, wealthtech and financial planning. There’s also a free calculator tool that you can use to estimate a valuation for your book of business.

11. Cassandra Unchained

Cassandra Unchained is a Substack newsletter written by Michael Burry of “The Big Short” fame. This newsletter might be of interest to advisors who are specifically interested in market critique and macro analysis. Burry shares his personal philosophy on why the market moves the way it does, and what it means. Full access requires a monthly or yearly subscription, priced at $39 and $379 as of October 2026.

12. r/CFP

While not strictly a newsletter, the r/CFP subreddit brings together CFP® professionals and other members of the financial planning community to discuss practice management, professional development, career progression and industry news. The subreddit has approximately 31,000 weekly visitors and 745 weekly contributors, so there’s often something new to read or discuss.

If you’d like to post or engage, there are some rules to follow. The subreddit doesn’t allow marketing or promotional posts, primarily AI-generated posts or low-quality posts. Members must have accumulated a minimum amount of subreddit karma to submit a post.

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How to Create a Financial Advisor Newsletter

Perhaps you’re interested in creating a newsletter, but want to focus on reaching potential clients instead of peers in the industry. Sending email newsletters can help you build stronger connections with prospects and clients.

Creating a newsletter typically involves choosing an email service provider, developing content, establishing a publishing schedule and tracking performance metrics. If you’re looking for a simpler way to get into the newsletter game, SmartAsset AMP’s newsletter creation tool can help.

SmartAsset AMP helps advisors streamline email marketing with automated newsletter creation and scheduling tools. The platform also supports automated email sequences, making it easier to maintain consistent communication with new prospects. Schedule a free demo to learn more.

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Frequently Asked Questions (FAQs)

How Often Should Advisors Send Out Newsletters?

The best newsletter frequency for advisors depends on the intended audience. At a minimum, sharing a quarterly newsletter that features market news, firm updates and timely insights can help you stay connected with clients and prospects. You may experiment with monthly, biweekly or weekly newsletters to see how they’re received by your subscribers.

Are Email or Direct Mail Newsletters Better for Advisors?

Email offers the advantage of instant delivery and the potential for engagement if readers are encouraged to complete a specific call to action after reading. Direct mail newsletters may allow you to share more in-depth thoughts or news with subscribers. Sharing regular email newsletters and quarterly or annual direct mail newsletters may be optimal if you’d like to maintain multiple lines of communication.

What Should a Financial Advisor Newsletter Discuss?

If you’re reading a newsletter that’s written for advisors, typical topics might include the latest market trends or news, regulatory updates, marketing and client acquisition strategies or compliance trends. If you’re creating a newsletter for clients and prospects, focus on topics that address their financial questions, concerns and planning needs.

Bottom Line

Staying informed about industry trends is essential for financial advisors, and subscribing to finance newsletters is just one way to stay updated. Engaging with financial advisor communities on social media, listening to industry podcasts and reading blogs or magazines can also provide valuable insights. The more knowledge you gain, the better positioned you’ll be to manage your business effectively and deliver exceptional service to your clients.

Tips for Growing Your Advisory Business

Having an online presence is practically a must if you want your advisory business to succeed. Digital marketing can include social media accounts, an advisor website or blog, a podcast and email marketing. If trying to create your marketing plan feels overwhelming, you may look to a third-party platform for help. SmartAsset AMP (Advisor Marketing Platform) is a holistic marketing service financial advisors can use for client lead generation and automated marketing. Sign up for a free demo to explore how SmartAsset AMP can help you expand your practice’s marketing operation. Get started today.
Starting an advisor newsletter of your own can help you market your business to current clients and prospects. You can share helpful resources, tips or current news about your firm with your email list and include a call to action encouraging your subscribers to get in touch if they’re ready to discuss their financial situation. Creating multiple finance newsletter email templates can help you tailor your messaging to specific segments of your audience.