EP 87 The Power of Perspective: How Evan Simonoff Has Shaped Financial Journalism

In the Suite

Evan Simonoff, a titan in financial journalism and a name synonymous with financial advisors and the industry at large.

Evan is editor-in-chief of Financial Advisor magazine and the editorial director of Private Wealth magazine. With over three decades of experience. Evan’s career has spanned some of the most tumultuous and transformative periods in financial history, from the 1987 crash to the Coronavirus pandemic, and most recently, the rise of AI.

As Editor-in-Chief of Financial Advisor magazine, Evan’s sharp insights and visionary leadership have been an indispensable guide for elite financial advisors, providing the clarity and foresight needed to navigate even the most complex market conditions.

In this conversation, Evan brings his unique perspective to the evolution of financial journalism. He shares captivating stories from his storied career, invaluable lessons learned from navigating market upheavals, and his predictions for the future of wealth management.

But this episode goes beyond financial reporting. Evan explores critical topics like succession planning in wealth advisory firms, the rise of mergers and acquisitions in the industry, and how multi-generational strategies are reshaping client relationships.

But that’s not all. We also highlight Invest in Women, FA Mag’s groundbreaking annual event. This isn’t just another industry conference—it’s a forward-thinking movement dedicated to addressing the unique needs of female clients and shaping the future of financial advising. I invite you to join me at the 10th Annual Invest in Women conference, happening April 21-23, 2025, in Boston.

Don’t miss this opportunity to hear from one of the most influential voices in financial journalism as he shares how to stay agile in an ever-evolving landscape and why anticipating trends is crucial for success In The Suite.
Links
Evan Simonoff LinkedIn
Financial Advisor Magazine Website
Invest In Women Conference 2025
Private Wealth Magazine Website

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Rozdziały

1. Introduction (00:00:00)

2. The Evolution of Financial Journalism (00:01:35)

3. Starting in Financial Journalism (00:04:20)

4. 1990s Financial Boom and Bust (00:07:40)

5. Psychological Scars of the Great Recession (00:10:30)

6. Advisors and the Shift in Wealth Management (00:13:00)

7. Succession Planning in Wealth Management Firms (00:15:55)

8. Technology’s Impact on Wealth Management (00:19:00)

9. Private Equity and Financial Advisory (00:22:30)

10. Investing in Women Conference (00:26:30)

11. Generational Wealth and Longevity (00:31:40)

12. Handling Major Illness and Financial Planning (00:36:30)

13. Retirement and the Future of Wealth Management (00:42:20)

14. Health and Wellness Tip from Evan (00:50:00)

15. Conclusion and Closing Remarks (00:54:00)