How To Choose The Best Newsletters For Your Financial Advisory Business

by Finance Published on: 26 September 2022 Last Updated on: 20 December 2022

Best Newsletters

It should come as no surprise that not all financial newsletters are created equal. In these times of digital marketing, bringing the top financial and business stories to professional financial advisors in a short, concise, easy-to-read online newsletter has become an art form in itself.

But how can you distinguish between one newsletter and the other? What are the best newsletters for financial advisors? And isn’t the macro and micro financial news the same no matter what news source you go to? The answer is a resounding yes and no.

According to a new financial report, in the 2020s, financial newsletters are the favored option by busy professionals who wish to be updated daily on current events and ahead of the markets in the hyper-digital age. Most newsletters that you subscribe to are emailed to you on business mornings, either daily or weekly.

Experts agree that following the markets as closely as possible is an absolute necessity for those who wish to become financial advisors and experienced professional financial advisors alike. But here’s the rub: time. Time is a commodity, meaning not everyone has enough of it to read through every page of the Financial Times or the Wall Street Journal.

This is why financial newsletters have become so important. They are engineered for financial advisors who are short on time and attention spans. By reading the best newsletters, they can stay informed and not miss one minute of evaluating their online charts.

Checkout Four Best Newsletters For Your Financial Advisory Business:

Best Newsletters For Your Financial Advisory Business

Here are some of the best financial newsletters for your advisory business. Which ones you choose is up to you and your individual needs.

1. Dan Primack—Axios Pro Rata

Formerly the senior editor of Fortune’s Term Sheet, Dan Primack is said to be one of the most well-known and trusted columnists from Silicon Valley to Wall Street.

His Axios Pro Rata newsletters provide financial advisors with comprehensive business deal coverage, which can range from private equity (PE) to venture capital (VC), plus mergers and acquisitions (M&A).

2. Liquidity–Exec Sum

Founded by the anonymous financial-meme group liquidity, which came to light during the COVID-19 pandemic and the surge in retail investing, Exec Sum is fast becoming one of the most popular newsletters in the financial industry.

Experts say the newsletter’s content strikes a delicate balance between injecting humor and curating the top daily news headlines. This novel approach is most definitely practical, as evidenced by Exec Sums ballooning the audience.

The newsletter’s “direct writing approach” is said to set Exec Sum apart from its competitors. It’s been described as a shorter version of Pro Rata and a much more entertaining read. Because of its lightheartedness and concisely presented information, Exec Sum is a good newsletter to read over your morning coffee or tea.

3. The Daily Upside

Founded by a former successful investment banker, The Daily Upside has rapidly gained a following among financial advisors all over the world. The issues are written in a minimalistic, compact format for easy reading. The tone is said to be witty.

Regardless of its simple, easy-to-read style, the Daily Upside is said to be filled with engaging content on the day’s top financial headlines. It is also not afraid to tackle “complex topics.” But these topics are broken down into “bite-sized” bits, which provides a stunning contrast to more traditional media outlets that thrive on bombastic prose. ASR or the Australian Stock Report is also another investment newsletter worth checking out if you are based in Asia.

4. Hubspot–The Hustle

Aptly named, The Hustle is a financial newsletter that was founded by Sam Parr six years ago. Its elevator pitch is thus: Today’s top financial stories in a five-minute roundup.

Covering a wide range of industries, The Hustle’s audience is professional financial advisors who have a particular interest in the tech vertical. But the newsletter’s writing style is easy to read, if not conversational. This is said to make it easy to comprehend for a wide range of readers, professional and amateur alike.

During the business week, The Hustle’s briefing on the top financial news of the day, along with market trends, is delivered to your email inbox in the morning. On Sundays, when you have more time, you’ll get a deeper dive into the most important stories affecting financial markets, as well as a specific case study.

It should be noted that HubSpot bought out The Hustle in 2021, which is said to reflect a new trend of established software companies looking to acquire modern, independent media outlets. Something to keep in mind if you’re thinking about starting your own financial newsletter.

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Arnab is a Passionate blogger. He loves to share sentient blogs on topics like current affairs, business, lifestyle, health, etc. If you want to read refulgent blogs so please follow RealWealthBusiness.

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