Press Releases

Dow Jones Adviser Helps Financial Advisers Improve Client Communications, Market Awareness And Business Development

 

NEW YORK, Jan. 13 /PRNewswire/ -- A new solution from Dow Jones & Company provides financial advisers with the actionable market, investment and practice management news, commentary and analysis they need to better manage their businesses and their clients' portfolios. Dow Jones Adviser combines editorial content from Dow Jones Newswires, The Wall Street Journal and Barron's with sophisticated functionality for search, screening and display across all asset classes.

"In today's business world, financial advisers need to process information quickly so they can focus on advising their clients and running their practices efficiently," said William O'Conor, managing director of Dow Jones's wealth management segment. "Dow Jones Adviser is built for the way an adviser works, with the right market, investing and practice management intelligence delivered wherever they are. As a result, advisers can communicate more effectively with current clients, stay abreast of market and industry movements and productively manage their practices."

Dow Jones Adviser can be accessed through a destination site or via Web services, integrated into an adviser's proprietary desktop application or through their mobile device. It is also available through multiple partner workstations including Interactive Data and FactSet, reaching thousands of financial advisers.

In addition to market-leading news and analysis from global Dow Jones editorial teams, Dow Jones Adviser offers focused news, commentary and analysis on issues facing financial advisers selected or written by a dedicated team of wealth management-focused editors. Coverage includes daily updates on philanthropy, retirement, estate planning, tax strategies, compliance and insight on movement and ideas across the financial services community. Delivery of this intelligence is designed exclusively to help financial advisers stay ahead of their clients' questions and quickly address their financial needs.

Dow Jones Adviser also offers:

  • Talking Points – highly structured and detailed summaries of what is happening in particular markets and securities – giving advisers the ability to quickly communicate the impact of major events to their clients
  • Tools and Analysis – stock and fund screening tools, advanced charting, company fundamentals, earnings, time-based studies, research and visual displays of data allowing financial advisers to analyze market trends and individual security fundamentals
  • Top news headlines and premium stories of the day with advanced data visualization to illuminate hidden trends, unexpected patterns and off-the-radar issues
  • Analytical studies focused on equities, commodities, funds, foreign-exchange and industries

To learn more about topics that are affecting the wealth management industry, visit the Dow Jones Financial Adviser blog at http://blogs.wsj.com/financial-adviser/. For more information about Dow Jones Adviser, visit www.dj.com/wm/djarelease, and to learn more about Dow Jones, visit www.dowjones.com.

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