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Advanced Markets AdvisorFX Shows the Way for Financial Advisors and Insurance Professionals to Create New Value for Their Clients

Robust technology and content delivery system allows users to quickly identify the specific information they need to address client questions


News provided by

Summit Business Media

Feb 28, 2011, 11:36 ET

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NEW YORK, Feb. 28, 2011 /PRNewswire/ -- Reaffirming its role as the primary online source of practice-building and client-management tools for financial advisors and insurance professionals, Summit Business Media has just enhanced its popular AdvisorFX online resource with a new name – Advanced Markets AdvisorFX – as well as a new editorial leader and valuable new content from its proprietary Tax Facts publications.

(Logo: http://photos.prnewswire.com/prnh/20100316/SUMMITLOGO )

Rick Kravitz, Vice President & Managing Director of Summit Business Media's Reference Division, said, "Advanced Markets AdvisorFX's sophisticated online platform provides advisors with targeted content that is easy to access, dynamic and addresses the challenges they face in their practices every day.  Advanced Markets AdvisorFX gives you resources to attract new clients, grow your business and serve more markets."

Advisors can try Advanced Markets AdvisorFX FREE for 15 days by going to http://www.advisorfxinfo.com and clicking on the "Free Trial" button to get started.

Advanced Markets AdvisorFX also provides subscribers with access to more than 1,500 key tax questions asked and answered in Summit Business Media's Tax Facts, a unique, Q&A-format tax reference that has been the industry standard for over half a century.  

Mr. Kravitz also noted that Summit Business Media has invested in an all-star editorial team for Advanced Markets AdvisorFX led by William H. Byrnes, head of the international wealth management team at Thomas Jefferson School of Law and a former Coopers & Lybrand expert in international law.  

Professor Byrnes said, "Advisors and producers are swamped every day with too much information, both online and offline.  The technology and content delivery system of Advanced Markets AdvisorFX allows users to quickly identify the specific information they need to address client questions while gaining access to valuable practice development insights.  Our easy to understand narrative style takes even the most complex estate planning techniques and presents them in a way that a producer can use to explain to his client in order to close a sale."

Advanced Markets AdvisorFX offers users these key features:

Subject Matter Coverage:

  • Family Wealth Transfer
  • Business Succession Planning
  • Estate Planning
  • Retirement Planning
  • Wealth Management
  • Trusts, IRAs and 401(k)s

Content Delivery System:

  • Multiple methods for searching for and drilling down to the information needed.  
  • Relevant search results are ranked and highlighted for efficient searches.
  • An online virtual workspace called myFX to enhance productivity.

Search Power:

  • An intuitive and easy-to-use search engine offers control options for refined search results.
  • Search results are returned within the category where they appear.
  • Results are ranked based on relevancy to the search term within each category.
  • Within the article, the search terms are highlighted in red text.
  • A "Next Hit Button" links to the next instance of the search term within the document.

Topic Drilldown:

  • List of all of the questions that are relevant to a particular subject in Tax Facts as well as the most commonly referred-to questions for reference on major topics.
  • Topic-by-topic breakdown of the major subject areas covered within AUS Main Libraries.  

About Summit Business Media

Summit Business Media is the leading B2B media and information company serving the insurance, investment advisory, professional services and mining investment markets through a variety of channels, including print, online and live events.  Summit provides breaking news and analysis, in-depth practice management strategies, business-building techniques and actionable data to the markets it serves. Through its Media and Reference Divisions, Summit publishes 16 magazines, 20 websites and 150 reference titles. Summit's Event Division hosts a dozen conferences across the spectrum of markets the company services.  Summit's Data Division is the leading data provider of financial, marketing and benefits information on corporations, insurance companies and life, benefits and property-casualty agents.

Summit employs nearly 400 employees in ten offices across the United States.  For more information, please visit summitbusinessmedia.com.

SOURCE Summit Business Media

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