Mark Rosanes

Mark Rosanes is a journalist and SEO writer at Key Media. He specializes in writing guides and feature articles for several of the company’s publications, including its insurance, wealth, mortgage, and human resources titles.

Prior to joining Key Media, he worked as an editor for one of the world’s largest B2B companies, handling industry-specific online product verticals and magazines. He also worked as a segment producer for TV, covering major sports events.

Mark Rosanes
Displaying 64 results
Portfolio management software for advisors: Key features and benefits to look for
TAMPS DEC 01, 2025
Portfolio management software for advisors: Key features and benefits to look for

This guide breaks down what you should consider when searching for the right portfolio management software for your advisory firm

Cloud solutions for financial services: Essential storage and data tools for your firm
PRACTICE MANAGEMENT (GORIA) NOV 21, 2025
Cloud solutions for financial services: Essential storage and data tools for your firm

Find out the top cloud solutions for financial services firms in the US and how these platforms can benefit your business

Series 3 license: Who needs it and how to get one
PRACTICE MANAGEMENT (GORIA) NOV 20, 2025
Series 3 license: Who needs it and how to get one

Find out how earning the Series 3 license can boost your career

Do you need a Series 66 license?
PRACTICE MANAGEMENT (GORIA) NOV 17, 2025
Do you need a Series 66 license?

Find Series 66 license guidelines, requirements, and FAQs to help you meet industry credentials

What is the Series 7 exam, and do you need it?
PRACTICE MANAGEMENT (GORIA) OCT 28, 2025
What is the Series 7 exam, and do you need it?

Get key Series 7 exam guidelines, requirements, and FAQs to help investment professionals succeed

Is claiming Social Security at 70 the best option?
GUIDES OCT 21, 2025
Is claiming Social Security at 70 the best option?

Postponing Social Security benefits until age 70 doesn't suit everyone. Here's what your clients need to know

An investment adviser's guide to the Series 65 exam
PRACTICE MANAGEMENT (GORIA) OCT 14, 2025
An investment adviser's guide to the Series 65 exam

Find out what the Series 65 licensing exam is and why it's important. Get tips and strategies to how to pass the test

Top tax planning software for financial advisors
TECHNOLOGY OCT 14, 2025
Top tax planning software for financial advisors

Get an overview of the key features and capabilities of the best tax planning software for financial advisors in this guide

What are the best tools for your RIA tech stack?
TECHNOLOGY OCT 08, 2025
What are the best tools for your RIA tech stack?

Find out how you can build a complete RIA tech stack with tools for client and portfolio management, workflow automation, and other essential tasks

Asset safeguarding: Protecting client wealth in economic downturns
CUSTODIAN OCT 08, 2025
Asset safeguarding: Protecting client wealth in economic downturns

RIAs need strong asset safeguarding strategies during economic downturns. Find out how to protect client portfolios and manage risk in the US market