Welcome to Financial Advisor IQ
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Overview

Financial Advisor IQ (FA-IQ) is one of the fastest growing advisor resources. FA-IQ informs, educates, and connects you with daily news, a network of peer-reviewed industry content, and CFP and CIMA certified webcasts. Specifically:


  • Daily news that focuses on practice management and the client relationship. FA-IQ’s coverage is produced by a team of in-house journalists and is shaped to help you build your practice by reporting through the lens of the advisor-client relationship.

  • FA-IQ’s ThinkTank connects you to the industry content you need, and adds value with peer ratings and advanced filtering tools. With content created by a wide array of top asset managers, ThinkTank provides one central location for you to discover, read, and share intelligence on a range of topics, including investing, financial planning, retirement plans, compliance, and practice management.

  • FA-IQ Education offers you convenient and high-quality webcasts to fulfill CE requirements. The courses are available on demand and for free to all FA-IQ readers. Each presentation is preapproved by The CFP Board and CIMA and meets the requirements of the Editor.




Our commitment

It is fundamental to the integrity and success of the Financial Times (FT) that we uphold the highest possible standards of ethical and professional journalism, and that we are seen to do so. 

As a subsidiary of the Financial Times, FA-IQ and its journalism are subject to a self-regulation regime under the FT Editorial Code of Practice: www.ft.com/editorialcode


Our actions

In September 2014 the Financial Times Limited (FT) appointed Greg Callus as its editorial Complaints Commissioner. The role will ensure a continued means of dealing with reader complaints following the closure of the UK Press Complaints Commission. His remit is to support the FT’s existing framework for handling editorial complaints, independent of the editor. 

Read about the role here .

Find out more about the Complaints Commissioner and the Appointments and Oversight Committee

If you wish to request a clarification or correction, or make a complaint about any of our editorial content or journalistic activity, please email managing editor Bruce Love blove@FinancialAdvisorIQ.com .

Where any complaint under the FT Editorial Code is unable to be resolved by FT’s senior editors, the Complaints Commissioner will review the matter and recommend any appropriate redress.


Editorial

Bruce Love Bruce Love

Bruce Love is the Managing Editor of Financial Advisor IQ. He is a journalist with more than 15 years in the field. Bruce worked for many years on Fleet Street at daily newspapers and investment publications in London before moving to New York in 2013. In 2008, he founded UHNW publications Campden Family Business and Campden Family Office for a London-based global wealth publishing business. Bruce holds a bachelor of arts in Politics and English from the Australian National University and a master’s in Law from the University of London’s Birkbeck College.

Thomas Coyle Thomas Coyle

Thomas Coyle is the Associate Editor of Financial Advisor IQ. He has been writing about financial advisors for more than a decade. Before joining Money-Media, he was a senior columnist with The Wall Street Journal. In 2005, he founded Family Wealth Report, a trade journal for wealth managers, which he sold in 2009. Now living in Maine with his wife and children, Thomas has been a correspondent and editor in New York, Washington, D.C., Frankfurt and Rome.

Murray Coleman Murray Coleman

Murray Coleman is a Reporter for Financial Advisor IQ. Before joining Money-Media, he was a staff writer at The Wall Street Journal covering wealth management and investment strategies. Murray is based in the San Francisco Bay Area and has covered financial service-related industries for more than 20 years. He has also served as a financial reporter at Barron’s, MarketWatch, and ETF.com.

Rita Raagas De Ramos Rita Raagas De Ramos

Rita Raagas De Ramos is the Special Projects Manager of Financial Advisor IQ. She joined Money-Media in 2010 as Managing Editor of Ignites Asia before moving to New York in 2015 as US Research Manager of Ignites Research. Her more than 20 years of journalism experience includes covering the asset management industry in Asia from Hong Kong for Dow Jones Newswires and AsianInvestor. Before that, she was the Bureau Chief at United Press International and an investigative reporter at BusinessWorld in Manila. She has a B.S. in Economics from the University of the Philippines.

Jonathan E. Braunstein Jonathan E. Braunstein

Jonathan Braunstein is the Director of Sponsored Content at Money-Media, responsible for the development and execution of all collaborative content with sponsoring companies. He was previously editorial director for webcasts and has produced written and interactive editorial content across all of Money-Media’s publications. Prior to Money-Media, Jonathan worked as a television news producer and writer in Boston at WHDH, an NBC affiliate, and WFXT, a Fox affiliate. Originally from New Jersey, he is an alumnus of Brandeis University in Waltham, Mass.

Gregory Shulas Gregory Shulas

Greg Shulas is Director of Business Development at Money-Media. He is responsible for finding and researching opportunities for Money-Media to grow its business. Shulas also helps edit the Research Vault database for Money-Media publications and column submissions for Financial Advisor IQ and Ignites Asia. He previously served as Money-Media’s interactive editor, a company innovation catalyst, a senior reporter at Agenda and the FundFire wealth management reporter. Before joining Money-Media in March 2006, he was a staff writer for the Connecticut Post. Shulas has a BA in History, with a concentration in Journalism, from the University of Delaware.

Loren Fox Loren Fox

Loren Fox is Director of Research at Money-Media, where he oversees original research content. Previously, he was a senior research analyst at Strategic Insight, producing market intelligence on the mutual fund industry. Loren was a business journalist for many years, having worked at Institutional Investor, Business 2.0, and other publications, and he is the author of the book Enron: The Rise and Fall (2002). He earned his BA from Johns Hopkins University and his MS from Columbia University.

Advertising

Chris Pini Chris Pini

Chris Pini is the Senior Vice President of Sales and Business Development for Money-Media. In this role he oversees the global sales teams responsible for subscription, advertising and job listings sales. He is also the co-manager of the business development team that works on new product launches and enhancements. Previously, Chris worked for 15-plus years in various sales roles at a leading asset management company and financial data providers. Chris holds a BA in Business Management from Saint Peter’s College.

Dennis Asselta Dennis Asselta

Dennis Asselta is the Director of Asset Management for the Financial Markets Advertising Team. Dennis is responsible for selling advertising solutions across the Financial Times and Money Media portfolio, including print, digital, mobile and bespoke opportunities. Previously, Dennis worked for Institutional Investor and Thomas Publishing Company in advertising sales roles. He graduated from Syracuse University in 2005 with a degree in Policy Studies.

Jessica Truglia Jessica Truglia

Jessica Truglia is the Account Director of Asset Management for the Financial Markets Advertising Team. Jessica is responsible for selling advertising solutions across the Financial Times and Money Media portfolio, including print, digital, mobile and bespoke opportunities. Jessica has held many sales roles. Most recently at Usablenet, where she was responsible for selling mobile platform solutions. Jessica holds a bachelor of science degree in Business Administration with a concentration in Marketing from Monmouth University.