Reuters AdvicePoint

How is the Reuters AdvicePoint web site different than other investment
web sites?
Most investment-related web sites are focused on the "do-it-yourself" investor. They provide investment information and financial planning tools with the message: "investing is easy, you can do this yourself." The Reuters AdvicePoint web site is specifically focused on the "advised investor," who want expert advice and guidance on financial matters.

The information and tools included in Reuters AdvicePoint are focused on connecting you with financial advisers.

What can an investor do with the Reuters AdvicePoint web site?
Investors will be able to efficiently find financial advisers of all types, in every specialty, and from every geographic region. Investors will be able to search a robust database of advisers and other wealth experts, create a trusted network of financial advisers, research mutual funds, and join in on discussion groups.

What is the Reuters AdvicePoint Expert Network?

The Expert Network is a network of wealth experts who have been designated as experts on a particular topic in their field. Each expert is provided with their own forum topic where the expert can host a threaded discussion group to answer questions posed from investors or other advisers.

The Reuters AdvicePoint Expert Network will be launching soon. Please check back for details.

Is there a cost or membership fee to join reutersadvicepoint.com?
No, there is no cost to join reutersadvicepoint.com.

Top Advisers

What is Reuters AdvicePoint Top Advisers?
Top Advisers recognizes the best financial professionals across America. Rankings will be based on quantitative factors such as assets under management. Top Advisers will also spotlight niche categories that reflect advisers' primary client focus.

Advisers will be ranked on a regional basis and in each niche category, so you can showcase your experience, client focus, and investment capabilities in your local market.

Who determines who ranks as a Top Adviser?
To be eligible for ranking as a Reuters AdvicePoint Top Adviser, an adviser must complete a brief survey. Rankings will be based on quantitative factors such as assets under management. The survey results will be analyzed using a quantitative methodology that allows us to showcase advisers based on dozens of criteria that matter most to investors.

An adviser can be nominated by clients, colleagues and/or product and service providers.

What are the criteria to be a Reuters AdvicePoint Top Adviser?
Criteria include quantitative factors such as:

Total assets under management
Growth of assets under management
Average assets per client
Median assets per client
Number of clients
Product expertise
Client focus
Location

What makes Top Advisers different from other industry adviser lists?
The depth and breadth of the client experience of the selected financial advisers makes the Reuters AdvicePoint Top Advisers list unique. Sole practitioners as well as advisers who are part of large firms all have the opportunity to be showcased as Top Advisers nationally or in a particular region.

Top Advisers will also spotlight niche categories that reflect advisers' primary client focus. Categories may include clients' career focus, such as the medical or legal professions, as well as cultural and language specialties. Quantitative criteria will be used to rank advisers on a regional basis and in each niche category.

Online Help

I joined on the website, but I am unable to Sign-in.

1- Message says “Sign-in is not Active”:

This message occurs when a Member has joined, but has not clicked on the URL in the confirmation registration email (this email is auto-generated when you submit a registration).
In order to ensure you receive all communication emails, please be sure you have added the support@reutersadvicepoint.com and info@reutersadvicepoint.com to your list of approved senders.
If you did not receive the registration confirmation email, please be sure to check your SPAM Inbox first, and then email support@reutersadvicepoint.com to request the confirmation URL be sent to you again. Please include your member id and email address that you joined with.

2 – Message saying “Sign-in is invalid”:

This message occurs when a Member has not yet joined reutersadvicepoint.com.
Please visit reutersadvicepoint.com and click on the Join link on the top right hand corner of the page.
Complete the membership process, confirm your membership by activating the account via the email that will be generated and then log into reutersadvicepoint.com

3 - I tried to join but I got a message that my email is already in use:

This message occurs when a Member has not completed their registration by clicking on the URL in the confirmation registration email (this email is auto-generated when you submit a registration).
In order to ensure you receive all communication emails, please be sure you have added the support@reutersadvicepoint.com and info@reutersadvicepoint.com to your list of approved senders.
If you did not receive the confirmation registration email, please be sure to check your SPAM Inbox first, and then email support@reutersadvicepoint.com to request the confirmation URL be sent to you again.

How do I edit my profile information?

Sign-in, Go to My Home, then My Public Profiles section.
Click on arrow to the left of the “M” icon and expand the section.
Use the pencil icon to edit sections or use the additional arrows to expand the subsection.

How do I add my photo to my profile?

To upload your photo to the “My Documents” section, please follow the following steps:

Go to “My Home”
Click on add files under the “My Documents” section
Select and upload your photo

To edit the profile you wish to attach your photo to, please follow the following steps:

Expand your profile by clicking on the arrow to the left of the profile you would like to edit
Click on the pencil icon to the right of the profile image
Select your photo from the available list
Click on “Add to Profile”

Reuters AdvicePoint Events

What are the Reuters AdvicePoint™ Forums?

Reuters AdvicePoint Forums are full-day educational events designed for advisers who know that managing the day-to-day operations of a high net-worth investment advisory practice is hard work. The Forums help advisers keep up with the latest strategies and best practices in all phases of wealth management. Reuters AdvicePoint Forums were created for advisers who want to access sophisticated, institutional grade strategies for their high-end clientele and the product and service providers who want to engage with advisers.

Who is the targeted audience?

The target audience includes: RIA, RR, CFP and other financial service experts who are actively committed to or interested in the field of wealth management, particularly where it concerns the growing advice needs of high-net-worth clients.

What is the cost to attend the Reuters AdvicePoint Forums?

There is no cost to advisers or registered investment advisers. A registration or sponsorship fee is required for product & service provider participation.

For more information on sponsorship opportunities, please contact Fred Abberley, Sales Director, at 914.989.5271 or via email at frederick.abberley@reutersadvicepoint.com