Website of the Month: AdvisorOne

Susan B. Anders, PhD, CPA

AdvisorOne.com offers news, investing guides, directories, company fact sheets, newsletters, and other resources targeted to professional investment advisors. Most of the website's materials are unique offerings from AdvisorOne contributors, but useful links to outside sources can also be found throughout the site. In addition, the website offers summary reports on its annual surveys of top wealth managers and top women in wealth management, as well as helpful practice management information. The site's main menu focuses on its major sections: home, the portfolio, wealth, retirement, the practice, continuing education center, blogs, and e-newsletters. Secondary menus on these main topic pages organize the resources available in each section. The homepage highlights a variety of resources, such as news and analysis, blogs, and investor fact sheets, along with market data and links to articles and blogs from external sources, found in the “Around the Web” section. The bottom portion of the homepage and main pages promotes an alternating selection of four featured topics and articles.