Overview

Financial Advisor IQ (FA-IQ) is a fast-growing advisor resource from the Financial Times. FA-IQ informs, educates, and connects advisors with daily news focusing on practice management and a network of industry content from leading fund firms.

Daily news emails cover trends in practice management, managing client relationships, technology and operations, legal and compliance and more. FA-IQ is produced by a team of in-house journalists and is shaped to help advisors build their practices by reporting through the lens of the advisor-client relationship. 

FA-IQ’s ThinkTank connects advisors with white papers from 350+ asset managers. ThinkTank offers one central location for advisors to discover, read, and share intelligence on a range of topics, including investing, financial planning, retirement plans, tax planning and more. CFP® professionals can earn continuing education credits by reading these accredited white papers on-site. 


    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 our guide to the policies and processes of the Complaints Commissioner here.

    If you wish to request a clarification or correction, or make a complaint about any of our editorial content or journalistic activity, please email Group Managing Editor Hannah Glover hglover@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

    Glenn Koch
    Glenn Koch

    Glenn Koch is Financial Advisor IQ's Associate Editor. He previously spent 20 years at American lawyer Media, where he was most recently its editor-in- chief for Verdict Search. Before that, he was also an editor-in-chief at Ticker Magazine.

    Sam Del Rowe
    Sam Del Rowe

    Sam Del Rowe is a Reporter for Financial Advisor IQ. He covers the broker-dealer beat. He is based in New York. He joined Financial Advisor IQ in 2021. Before that, he was an Associate Editor at CRM Magazine. He has a Bachelor of Arts in English from New York University and a Master in Arts in Journalism with a concentration in Business and Economic Reporting from NYU.

    Michael Taffe
    Michael Taffe

    Michael is a Washington-based data reporter for FT Specialist publications, FundFire and Financial Advisor IQ. In this role, he analyzes and visualizes data trends relevant to the asset management and financial advising industries. Michael studied statistics and economics at UNC-Chapel Hill and has previously reported on campaign finance and higher education in North Carolina.

    Greg Saitz
    Greg Saitz

    Greg is Investigations Editor for Money-Media. He oversees and assists with in-depth investigations across all the company's publications. He is based in New York and started at Money-Media in 2011, working at FundFire and most recently BoardIQ as managing editor. Before joining the company, he was a business writer for The Star-Ledger in New Jersey, covering securities fraud, Wall Street, bankruptcy and other topics. Earlier in his career he wrote about criminal justice and, on occasion, celebrity divorces during stints at newspapers in Florida. He holds a BS in Journalism from the University of Florida.

    Jonathan E. Braunstein
    Jonathan E. Braunstein

    Jonathan E. Braunstein is the Director of Sponsored Content. Jonathan is responsible for overseeing all sponsored content at Money-Media, serving as the project leader and working closely with marketing, advertising and editorial teams, as well as with counterparts at the Financial Times. He was previously editorial director for webcasts and has produced written and interactive editorial content across nearly all of Money-Media’s publications. Prior to Money-Media, Jonathan worked as a television news producer and writer for Boston’s NBC and Fox affiliates. Originally from New Jersey, he is an alumnus of Brandeis University in Waltham, Mass.

    Kemal Okudo
    Kemal Okudo

    Kemal is the Producer of Sponsored Content for Money-Media. In this role, he develops and delivers sponsored content initiatives which includes assisting the client acquisition process, writing articles, overseeing webcasts, and more. He is currently based in Maryland. He joined Money-Media in 2022 after graduating with an MA in Conflict Resolution in Divided Societies from King's College London. He also holds a BA in international Studies from Washington University in St. Louis.

    Hannah Glover
    Hannah Glover

    Hannah Glover is a Group Managing Editor at Money-Media, overseeing several asset management and governance titles including Ignites, FundFire, BoardIQ, Agenda, Financial AdvisorIQ, Ignites Europe and Ignites Asia. She joined the FT Specialist unit as a reporter in 2007 and has worked as managing editor at Ignites and sister publication GatekeeperlQ. Prior to covering the world of asset management, she worked as a legislative investigator for the New York City Council and as a reporter at the Meriden, Conn. Record-Journal.

    Sales and Marketing

    Catlin Sweeney
    Catlin Sweeney

    Catlin Sweeney is the Group Marketing Director. Catlin oversees the marketing team responsible for driving marketing efforts across Money-Media’s suite of products. Catlin joined Money-Media in June 2013 as the Research Team Captain and managed the off-site marketing research team. Catlin worked as a Marketing Associate from 2014–2016, executing marketing campaigns for numerous Money-Media publications, including Ignites, Ignites Asia, Ignites Europe, and Ignites Research. Catlin graduated with a BS in Advertising and Marketing Communications from the Fashion Institute of Technology.

    Jillian Torre
    Jillian Torre

    Jillian is the Marketing Manager. She responsible for all advisor facing marketing efforts, including sponsored content projects and marketing and communications for ThinkTank’s publishers. Jillian holds a BA in Public Relations and Journalism from Mount Saint Mary College.

    Renewals and Reprints

    Christopher Howell
    Christopher Howell

    Christopher Howell is the Client Service Manager & Reprints Manager. Chris is primarily focused on proactive efforts to help increase reader engagement and strengthen relationships with key contacts. He is also handles reprints for all Money-Media publications . Prior to Money-Media Chris worked for the New York District Council of Carpenters. He received his BA in Sociology from SUNY New Paltz in 2005 and his master's degree in Public Administration from CUNY John Jay in 2015.

    Advertising

    Dennis Asselta
    Dennis Asselta

    Dennis Asselta is the Group Head, Financial Advertising for the Financial Times. Dennis is responsible for managing the financial advertising team as well as working with partners on integrated advertising solutions across both the Financial Times and FT Specialist. Dennis graduated from Syracuse University in 2005 with a degree in Policy Studies.

    Jessica Truglia
    Jessica Truglia

    Jessica is the Senior 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, 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 in Business Administration: Concentration, Marketing from Monmouth University.

    Emily Robbins
    Emily Robbins

    Emily Robbins is the Account Director of Asset Management for the Financial Markets Advertising Team. Emily is responsible for selling advertising solutions across the Financial Times and Money-Media portfolio, including print, digital, mobile and bespoke opportunities. Prior to joining the team, Emily worked in client management at advertising agencies in New York and Washington D.C. She helped clients develop marketing strategies and oversaw creative development and execution of fully-integrated campaigns. Emily graduated from Towson University with a degree in Business Administration and Mass Communication.

    Dorothy  Von Ahnen
    Dorothy Von Ahnen

    Dorothy is an Account Executive for Money-Media. In this role, she is selling advertising solutions across the Financial Times and Money Media, including print, digital, mobile and bespoke opportunities. Dorothy joined the New York team in August 2022 with previous advertising sales and software sales experience. She graduated with a B.S. in Marketing from W.P. Carey School of Business at Arizona State University in 2017.