RESOURCE PARTNER

Marion Asnes

Marion Asnes headshot

Marion Asnes is a nationally recognized financial marketer, editor, writer and speaker with a creative approach to financial information that makes complex business and investment concepts fresh, engaging and accessible. She is the founder and president of Idea Refinery LLC, a strategic marketing and communications consultancy based in Westchester, NY. Idea Refinery’s list of present and past clients includes Envestnet, InvestmentNews, Live Oak Bank, TIAA-CREF and other financial organizations.

Prior to founding Idea Refinery, Asnes was Managing Director, Chief Marketing Officer of Envestnet, Inc., an asset management and financial technology firm headquartered in Chicago. While at Envestnet, Asnes managed marketing, messaging and communication, supervised the firm’s rebranding and relaunch of its website, and supervised public relations during four major acquisitions.

Prior to joining Envestnet, Asnes was Editor in Chief of Financial Planning magazine, the leading professional magazine for independent financial advisors, with a circulation of 115,000. While serving as Editor in Chief, she co-founded the Women Advisors Forum, inaugurated a series of podcasts on emerging financial issues and developed a series of conferences with the National Football League Players Association.

Before joining Financial Planning, Asnes was a Senior Editor at Money magazine, participating in the magazine’s coverage of personal finance, retirement, investing and health care. While at Money, Asnes appeared as an expert on financial and economic topics on national television including CNN, CNN Headline News, NBC’s Today, ABC’s 20/20, PBS’s NewsHour with Jim Lehrer and Fox News’ The O’Reilly Factor. In addition to her regular editorial duties at Money, Asnes co-edited Money for Women, an annual special issue.

Asnes is a Founding Board Member of the Institute for the Fiduciary Standard, serves on the advisory board of the InvestmentNews Women Adviser Summits and was on the Planning Committee for the Financial Planning Association’s 2011 and 2012 Retreats, an annual conference that focuses on emerging issues and techniques for financial planners.

ideaRefinery, LLC - partner logo

Idea Refinery, LLC consults on marketing strategy and messaging, and creates custom content for independent advisors and the firms that serve them. Founded in 2012 by Marion Asnes, well known for her tenure as editor in chief of Financial Planning magazine, Idea Refinery specializes in bringing companies’ best ideas to the attention of the financial advice industry.