Mark Rosanes

InvestmentNews

Mark Rosanes

Senior Writer

17+ years experience93,703 Total views on InvestmentNews in 2025

Mark's specialty topics

RIA and advisor practice management Retirement planning Wealth management industry news Practical guidance for financial advisors and RIAs

Mark Rosanes is a journalist and feature writer at Key Media, where he has covered the wealth management industry for InvestmentNews since 2024. He writes guides and in-depth features on RIAs and advisor practice management, retirement planning, and wealth management industry news.

Mark has worked in editorial since 2009. Before joining Key Media, he spent a decade at Global Sources, the Hong Kong-listed B2B sourcing platform and one of Alibaba's largest competitors, where he rose from copy editor to managing editor across industry-specific product verticals and trade magazines. Earlier in his career, he worked as a segment producer in sports broadcasting, covering professional basketball, boxing, volleyball, and regional multi-sport events.

His work focuses on translating complex wealth management topics into practical guidance for financial advisors, RIAs, and retirement planning professionals. He holds a Bachelor of Arts in Journalism from the University of the Philippines.

How I think about writing for this industry…

“I approach every story by asking what an RIA or financial advisor can actually do with this information. The industry produces enormous amounts of noise. My instinct is always to cut through to what matters for practitioners managing real client relationships under real regulatory pressure”

Also published by

Wealth Professional · Insurance Business · Human Resources Director · Canadian HR Reporter · MPA/Canadian Mortgage Professional

Featured content from Mark

30 best books for financial advisors to grow practice and skills First year of Social Security benefits: What happens if you retire midyear? 35 best books on how to be a financial advisor

Previous experience

  • Key Media — SEO Writer
  • Key Media — Global News Writer
  • Cloudstaff — Managing Editor
  • Global Sources — Assistant Editor

Education

  • Bachelor of Arts, Journalism, University of the Philippines

Read the latest stories by Mark

Mark Rosanes
Displaying 65 results
A beginner's guide to buying an investment property
GUIDES FEB 18, 2025
A beginner's guide to buying an investment property

Thinking of purchasing an investment property? Read on to learn key strategies, financing options, and market insights to maximize your returns

First year of Social Security benefits: What happens if you retire midyear?
GUIDES FEB 05, 2025
First year of Social Security benefits: What happens if you retire midyear?

The Social Security first year of retirement rule applies to those who retire midyear. Find out how this special rule can benefit you in this guide

Real estate investment trust: what new investors need to know
GUIDES JAN 28, 2025
Real estate investment trust: what new investors need to know

Learn how a real estate investment trust can boost your portfolio. Explore REIT types, benefits, risks, and key market trends for informed decision-making

Top 10 best REITs to invest in
GUIDES JAN 20, 2025
Top 10 best REITs to invest in

Discover the best REITs to invest in. Explore top-performing companies, key metrics trends, and strategies to maximize returns

Top 10 best books on real estate investing
GUIDES JAN 13, 2025
Top 10 best books on real estate investing

Discover the best books on real estate investing for US B2B professionals. Explore expert insights, strategies, and top titles to scale your real estate portfolio and maximize ROI

Is CCO outsourcing the right move for your RIA firm?
COMPLIANCE DEC 03, 2024
Is CCO outsourcing the right move for your RIA firm?

CCO outsourcing can be a cost-effective way to ensure your firm's compliance. But there are several factors to consider. We'll go through each one in this guide

Taking advantage of RIA compliance software
COMPLIANCE DEC 03, 2024
Taking advantage of RIA compliance software

RIA compliance software enables firms to automate processes and streamline workflows. Learn more about the benefits these tools bring in this guide

BD vs. RIA: Navigating compliance requirements
COMPLIANCE DEC 01, 2024
BD vs. RIA: Navigating compliance requirements

As more advisors transition to RIA firms, compliance can be a stumbling block. This guide explores the different layers of BD vs RIA in terms of compliance

What happens to a remarried widow’s Social Security benefits?
GUIDES NOV 13, 2024
What happens to a remarried widow’s Social Security benefits?

Remarried widows can continue collecting Social Security survivor benefits, but certain rules apply. Learn more about the SSA's requirements in this guide

How to suspend Social Security benefits: what every retiree should know
GUIDES NOV 05, 2024
How to suspend Social Security benefits: what every retiree should know

If you've reached FRA and want to change you claiming decision, this guide on how to suspend Social Security benefits can prove useful