On the record—Every fact sourced to a primary record·The standard—Advisors never pay for placement·Independent—A publication of AdvisorWorld.com Inc·Verification—Credentials checked with the issuing body·Sourcing—The IRS, state departments of revenue, and the courts·Corrections—When we're wrong, we fix the record and say so·On the record—Every fact sourced to a primary record·The standard—Advisors never pay for placement·Independent—A publication of AdvisorWorld.com Inc·Verification—Credentials checked with the issuing body·Sourcing—The IRS, state departments of revenue, and the courts·Corrections—When we're wrong, we fix the record and say so·
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The Trusted Advisor
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Press room

Press Room

For journalists, researchers, and anyone who needs to reach the people behind the record.

The Trusted Advisor is a publication of AdvisorWorld.com Inc. We are glad to help with reporting on retirement and estate planning — to point you to the primary source behind a figure, to confirm what a page says, or to arrange comment from a reviewer once our bench is in place.

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Expert roster

Our guidance on law and tax is reviewed by qualified professionals, and each reviewer is named on the work they review. The bench of estate attorneys and credentialed planners is being assembled now; no reviewers are listed yet. As reviewers join, their names, credentials, and the areas they cover will appear here.

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