Modern American Advisor

Newsroom

Beyond the portfolio. Inside the story.

The latest news, perspectives and media resources from Modern American Advisor, where financial intelligence meets business, leadership, culture and life beyond the office.

For journalists, editors and producers, find company announcements, connect with our executives and explore the people and ideas shaping modern financial advice.

Three Modern American Advisor magazine editions displayed side by side on a desk

Modern American Advisor - Print Editions

Inside the Magazine

Editorial Design & Layout

Representative spreads from Modern American Advisor - premium editorial design, long-form features and visual storytelling for the advisory profession.

Magazine spread featuring a feature story with the headline 'Trust Is Your Greatest Asset' alongside portrait photography and body copy
Feature spread: Trust Is Your Greatest Asset
Magazine spread showing a feature titled 'The Question Every Prospect Wants You to Ask' with black and white photography and pull-quote design
Feature spread: The Question Every Prospect Wants You to Ask

Press

Latest News

September 2, 2026

Beyond the Portfolio: Modern American Advisor Reimagines Financial Media

Think GQ for financial media: Modern American Advisor brings a premium editorial lens to business, leadership, culture and experiences, reflecting the full lives of the people behind financial advice.

Company

About Modern American Advisor

Modern American Advisor is a design-led media, intelligence and influence platform created for the people and businesses shaping the future of advice in America.

MAA brings together premium editorial, primary-sourced audience intelligence, cinematic media, podcasting, newsletters, research, webinars, print, events and private-access experiences serving one of the most valuable professional audiences in U.S. financial services.

The platform was created by Alex Sullivan, a financial-media entrepreneur with more than two decades of experience building specialist publishing platforms for advisers, wealth managers, asset managers and investment professionals, including IFA Magazine and Wealth DFM.

MAA exists because the advisory industry is being remade in real time. RIAs are becoming more influential, wealth managers are consolidating, technology and AI are reshaping how firms operate, and succession, acquisition and talent pressures are rising. Leadership, culture, client communication and the role of women in finance are climbing the strategic agenda.

“The GQ of financial media.”

Ecosystem

The Platform

The major Modern American Advisor properties and initiatives.

Editorial

Modern American Advisor's premium editorial and media platform serving the independent advisory ecosystem, with named section leads, contributors and thematic issues.

Private Members Club

An invitation-led network for RIA founders, CEOs, principals and senior leaders - executive dinners, roundtables and boutique reports.

Build To A Billion

MAA's platform focused on helping advisory businesses grow, scale, plan succession and build enterprise value.

Leadership Development

Programs, research and initiatives focused on building and leading the next generation of financial-services businesses.

Advisor Intelligence / PlayVerto

Research and intelligence focused on advisor and client sentiment, behavior and market insight.

MAA Talent

Talent and recruitment resources serving the independent advisory industry, including market mapping and succession intelligence.

MAA Podcast

Hosted by Derrick Kinney, focused on advisor growth, client acquisition, communication and performance.

WealthTech & AI

Coverage and structured programming on artificial intelligence, technology and automation across the advisory landscape.

Audience Intelligence

Our Audience

A premium editorial platform combined with a proprietary audience intelligence layer - built around the firms, people and decision-makers shaping modern advice.

28,000+

RIA firms

360,000+

Registered reps & advisory professionals

4,000+

Broker-dealer firms

20,000+

Mapped wealth teams & team structures

3,500+

Family offices

600,000+

Verified wealth, advisory & family-office profile records

A deliberately conservative planning universe - not a claimed subscriber list. MAA’s intelligence layer supports segmentation, research and editorial strategy across the advisory ecosystem.

Publishing

Modern American Advisor Editorial

MAA operates a premium editorial platform focused on the issues shaping independent advice, wealth management and the businesses being built around the industry - with named section leads, contributors and thematic issues.

Editorial Sections

  • §Advisor Brief
  • §Industry Leadership, M&A & Strategic Insight
  • §WealthTech & AI
  • §Leadership Development
  • §Data, Research & Market Intelligence
  • §Markets & Investment Strategy
  • §Life & Style · Private Members Club
  • §MAA Podcast · Growth & Performance
  • §Compliance, Risk & Governance
  • §Behavioral & Socioeconomic Insight

Editorial Calendar

  • June 2026Women, Power, Influence & Leadership In Modern Finance
  • July 2026The Advisor & Sport Issue - Performance, Teamwork, Discipline
  • August 2026The Independent Advisor Issue - Freedom, Ownership, Boutique
  • September 2026The WealthTech & AI Special Report - Future Proof
  • October 2026Build To A Billion - Growth, Scale, Succession
  • November 2026The Client Experience Issue - Trust, Culture, Behavior

Press Directory

Leadership & Experts

Executives, editors and subject-matter experts available for interviews and commentary.

Alex Sullivan, Founder & CEO, Modern American Advisor

Alex Sullivan

Founder & CEO

Modern American Advisor

A financial-media entrepreneur with more than two decades of experience building specialist publishing platforms for advisers, wealth managers, asset managers and investment professionals. Having launched and scaled influential titles including IFA Magazine and Wealth DFM, Alex created Modern American Advisor to bring a more refined, intelligent and commercially useful media platform to the U.S. advisory market.

Kathryn Ficarra, SVP, Brand and Strategic Partnerships, Modern American Advisor

Kathryn Ficarra

SVP, Brand and Strategic Partnerships

Modern American Advisor

SVP of Brand and Strategic Partnerships at Modern American Advisor, leading brand visibility, growth strategy, strategic partnerships and go-to-market initiatives across the company's expanding portfolio of media, membership and advisor-growth businesses.

Ken Boyd, CPA, Editor-in-Chief, Modern American Advisor

Ken Boyd, CPA

Editor-in-Chief

Modern American Advisor

Editor-in-Chief of Modern American Advisor, leading the title's editorial architecture across the sections shaping independent advice, wealth management and advisory business growth.

Michael Willgrass, Advisor Growth Expert, Modern American Advisor

Michael Willgrass

Advisor Growth Expert

An advisor growth expert focused on the practice-building strategies, client acquisition models and performance disciplines driving growth across independent advisory firms.

Ana Marques, Scaling & Enterprise Growth Expert, Modern American Advisor

Ana Marques

Scaling & Enterprise Growth Expert

A scaling and enterprise growth expert covering how advisory businesses build operational infrastructure, expand teams and grow into enterprise-scale organisations.

Derrick Kinney, Strategic Partner, Modern American Advisor

Derrick Kinney

Strategic Partner

Modern American Advisor

A former top-1% financial advisor, Wall Street Journal and USA Today bestselling author and keynote speaker recognised for his authority on advisor growth. Derrick built, scaled and successfully exited one of America's premier advisory firms.

Michael Sani, Data, Research & Market Intelligence Editor, Modern American Advisor

Michael Sani

Data, Research & Market Intelligence Editor

Modern American Advisor

Oversees MAA's data, research and market intelligence coverage, including advisor and client sentiment research.

Caroline Holt, Leadership Development Lead, Modern American Advisor

Caroline Holt

Leadership Development Lead

Modern American Advisor

Leads MAA's Leadership Development platform, spanning research, leadership programming and initiatives focused on building and leading financial-services businesses.

JS

Joe Spiers

WealthTech & AI Editor

Modern American Advisor

Leads Modern American Advisor's coverage of WealthTech, artificial intelligence and the technology reshaping how advisory firms operate.

MJ

Michael Joseph, CFA

Markets & Investment Strategy Editor

Modern American Advisor

Leads markets and investment strategy coverage for Modern American Advisor.

JB

Justin Burse, J.D., LL.M.

Compliance, Risk & Governance

Modern American Advisor

Contributes MAA's compliance, risk and governance analysis for independent advisory firms.

DS

Dr Sarah McLaughlin

Behavioral & Socioeconomic Insights

Modern American Advisor

Leads MAA's behavioral and socioeconomic insight coverage, examining client behavior, trust and communication.

For high-resolution headshots, additional biographies or interview requests, contact Kathryn Ficarra at kathryn.ficarra@modernamericanadvisor.com.

Downloads

Media Assets

Approved logos, magazine covers, headshots and imagery for press use. High-resolution versions are available on request.

Modern American Advisor Logos

Fact Sheet

At A Glance

Company
Modern American Advisor
Industry
Wealth Management · Independent Advice · Financial Services Media
Primary Audience
RIA founders, advisors, wealth managers, executives and financial-services businesses
Founder
Alex Sullivan, Founder & CEO
Editor-in-Chief
Ken Boyd, CPA
Editorial Platform
Modern American Advisor (print & digital magazine)
Channels
Website · newsletters · print magazine · digital magazine · podcasts · video · webinars · research · events · Private Members Club
Platforms & Initiatives
Editorial · Private Members Club · Build To A Billion · Leadership Development · Advisor Intelligence / PlayVerto · MAA Talent · WealthTech & AI
Planning Universe
28,000+ RIA firms · 360,000+ registered reps & advisory professionals · 4,000+ broker-dealer firms · 3,500+ family offices
Industry Experience
20+ years serving financial services

Contact

Media Inquiries

For interviews, commentary, company information, executive access or additional media assets, please contact:

Kathryn Ficarra

SVP, Brand and Strategic Partnerships

Modern American Advisor

kathryn.ficarra@modernamericanadvisor.com

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