Access and Browse Financial Articles and Insights

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Updated 2026-02-17 12:02 IST
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---
id: KB-BLOG-001
module: blog
sub_module: blog
title: Access and Browse Financial Articles and Insights
category: how-to
applies_to:
- user_type: advisor
- role: all_advisors
products:
- IFANOW Platform
platform_area: dashboard
related_workflows:
- content_consumption
- client_education_resources
depends_on: []
access_level: advisor
source: code_extraction
source_files:
- repo: ifanow-futurewise
  files:
  - BlogController.java
  - BlogService.java
  - BlogDao.java
last_extracted: '2026-02-17'
confidence: medium
version: 1
tags:
- articles
- insights
- financial content
- market updates
- client resources
- educational content
- industry news
- featured articles
- popular content
---

```

## Overview

The IFANOW platform provides access to a comprehensive library of financial articles and market insights to help advisors stay informed and educate their clients. This feature organizes content by popularity, recency, and category, making it easy to find relevant information for client conversations and professional development.

• Browse featured articles handpicked for current market relevance
• View the most popular articles based on advisor readership
• Access the latest financial insights and market updates
• Filter content by specific categories like investment strategies or market analysis
• Track article popularity through view counts that update automatically

## Prerequisites and Access

All advisors with active IFANOW platform access can use the articles feature. No special permissions or subscription tiers are required. Navigate to the main dashboard and look for the "Insights" or "Articles" section in your platform menu.

## How-To Steps

### How to View Featured Articles

Access the most important and timely financial content selected by the editorial team.

1. Navigate to the Articles section from your main dashboard
2. Click on "Featured Articles" or look for the highlighted content area
3. Browse through the curated list of up to 4 featured articles
4. Click on any article title to open the full content

The system automatically displays the most recent articles as featured content. These update regularly to reflect current market conditions and trending topics.

### How to Find the Most Popular Articles

Discover what content other advisors are reading most frequently.

1. Go to the Articles section
2. Select "Most Viewed" or "Popular Articles"
3. Use the pagination controls to browse through different pages (3 articles per page by default)
4. Click on any article to read the full content

View counts update automatically each time someone reads an article, so popularity rankings reflect current advisor interest.

### How to Read a Specific Article

Access the full content of any financial article or insight piece.

1. Click on the article title from any article list
2. The full article opens with complete content, author information, and publication date
3. The system automatically tracks that you've viewed this article
4. Use your browser's back button or platform navigation to return to the article list

**Important:** Each time you open an article, it increases the view count, which affects the article's ranking in popular content lists.

### How to Browse Articles by Category

Filter content to find articles about specific financial topics or areas of expertise.

1. Navigate to the Articles section
2. Click on "Categories" or look for the category filter options
3. Select the specific category you're interested in (such as "Investment Strategy" or "Market Analysis")
4. Browse through the filtered results using pagination controls
5. Click on any article title to read the full content

Categories help you quickly find content relevant to specific client needs or areas of professional focus.

### How to Access the Latest Articles

Stay current with the most recently published financial insights and market updates.

1. Go to the Articles section
2. Select "Latest Articles" or "Recent Content"
3. Browse through articles ordered by publication date (most recent first)
4. Use pagination to see older articles (3 articles per page by default)
5. Click on any article to read the full content

The latest articles section updates automatically as new content is published to the platform.

## Rules and Limits

• Articles display 3 items per page by default, but you can adjust pagination limits
• Featured articles are currently showing the 4 most recent articles instead of manually curated content
• View counts increase by 1 each time someone opens an article, even if it's the same person
• Only published articles with active status appear in any article listing
• Category filtering requires selecting a valid category from the available options
• Articles include author information, publication dates, and category classifications
• Content is sorted by different criteria depending on the view: recency for latest, view count for popular, and editorial selection for featured

## Common Questions

**Q: Why don't I see any articles in a particular category?**
A: Some categories may not have published articles at the moment, or content may be in draft status. Try browsing other categories or check the latest articles section for new content.

**Q: How often do featured articles change?**
A: Featured articles currently show the most recent content and update automatically as new articles are published to the platform.

**Q: Can I see how many times an article has been viewed?**
A: Yes, view counts are displayed with each article and update in real-time as advisors read the content.

**Q: What happens if I click on an article multiple times?**
A: Each time you open an article, it counts as a new view and increases the total view count, which affects the article's popularity ranking.

**Q: How do I know when new articles are published?**
A: Check the "Latest Articles" section regularly, as it automatically displays the most recently published content first.

## Troubleshooting

**Problem:** No articles appear in any section
**Cause:** There may be no published content available, or there could be a temporary system issue
**Fix:** Refresh the page and try again. If the problem persists, check other sections like "Latest Articles" to confirm content is available.

**Problem:** Article content doesn't load when clicked
**Cause:** The article URL may be invalid or the content may have been unpublished
**Fix:** Return to the article list and try clicking a different article. If multiple articles won't load, refresh the page and try again.

**Problem:** Category filter shows no results
**Cause:** The selected category may not have any published articles currently available
**Fix:** Try selecting a different category or browse the "Latest Articles" section to see all available content regardless of category.

**Problem:** Pagination doesn't work properly
**Cause:** There may not be enough articles to fill multiple pages, or there could be a temporary display issue
**Fix:** Try refreshing the page, or adjust the number of items displayed per page if that option is available.

## Related Features

This articles feature operates independently and doesn't depend on other platform modules. However, the content may be useful when working with client portfolios, preparing for client meetings, or researching investment strategies that connect to other IFANOW tools and workflows.
Edit Article
Changes from Previous Version
--- 
+++ 
@@ -1,129 +1,123 @@
 ```
 
-### Section 1: Overview
+## Overview
 
-The blog feature in IFANOW provides financial advisors with access to educational articles and industry insights that can be shared with clients or used for professional development. This content management system helps advisors stay current with market trends and provides valuable resources for client communications.
+The IFANOW platform provides access to a comprehensive library of financial articles and market insights to help advisors stay informed and educate their clients. This feature organizes content by popularity, recency, and category, making it easy to find relevant information for client conversations and professional development.
 
-• Browse featured articles selected by the platform's editorial team
-• View the most popular articles based on reader engagement
-• Access the latest published content sorted by publication date
-• Filter articles by specific categories relevant to financial services
-• Track article popularity through view counts
-• Read full article content with author information and publication details
+• Browse featured articles handpicked for current market relevance
+• View the most popular articles based on advisor readership
+• Access the latest financial insights and market updates
+• Filter content by specific categories like investment strategies or market analysis
+• Track article popularity through view counts that update automatically
 
-### Section 2: Prerequisites and Access
+## Prerequisites and Access
 
-All IFANOW advisors have access to the blog content feature as part of their standard platform subscription. No special permissions or additional setup is required.
+All advisors with active IFANOW platform access can use the articles feature. No special permissions or subscription tiers are required. Navigate to the main dashboard and look for the "Insights" or "Articles" section in your platform menu.
 
-**Navigation:** Access blog content through the main dashboard or content section of your IFANOW platform interface.
+## How-To Steps
 
-### Section 3: How-To Steps
+### How to View Featured Articles
 
-## How to View Featured Articles
+Access the most important and timely financial content selected by the editorial team.
 
-Access curated content highlighted by the editorial team for its relevance and quality.
+1. Navigate to the Articles section from your main dashboard
+2. Click on "Featured Articles" or look for the highlighted content area
+3. Browse through the curated list of up to 4 featured articles
+4. Click on any article title to open the full content
 
-1. Navigate to the blog section in your dashboard
-2. Select "Featured Articles" from the content menu
-3. Browse the list of up to 4 featured articles displayed
-4. Click on any article title to read the full content
+The system automatically displays the most recent articles as featured content. These update regularly to reflect current market conditions and trending topics.
 
-The system displays the most recent articles as featured content. If no featured articles are available, you'll see a message indicating no content is currently featured.
+### How to Find the Most Popular Articles
 
-## How to Find Popular Articles
+Discover what content other advisors are reading most frequently.
 
-Discover the most-read content based on community engagement and view counts.
+1. Go to the Articles section
+2. Select "Most Viewed" or "Popular Articles"
+3. Use the pagination controls to browse through different pages (3 articles per page by default)
+4. Click on any article to read the full content
 
-1. Go to the blog section
-2. Select "Most Viewed" or "Popular Articles"
-3. Set how many articles you want to see (default shows 3 articles)
-4. Navigate through additional pages if more content is available
-5. Click on any article to read the complete content
+View counts update automatically each time someone reads an article, so popularity rankings reflect current advisor interest.
 
-Articles are ranked by total view count, helping you identify content that resonates with other advisors and their clients.
+### How to Read a Specific Article
 
-## How to Browse Latest Articles
+Access the full content of any financial article or insight piece.
 
-Stay updated with the most recently published content and industry news.
+1. Click on the article title from any article list
+2. The full article opens with complete content, author information, and publication date
+3. The system automatically tracks that you've viewed this article
+4. Use your browser's back button or platform navigation to return to the article list
 
-1. Access the blog content area
-2. Choose "Latest Articles" from the menu
-3. Scroll through articles ordered by publication date (newest first)
-4. Use the page navigation to see older content
-5. Select any article title to read the full text
+**Important:** Each time you open an article, it increases the view count, which affects the article's ranking in popular content lists.
 
-The system displays 3 articles per page by default, but you can adjust this number based on your preferences.
+### How to Browse Articles by Category
 
-## How to Filter Articles by Category
+Filter content to find articles about specific financial topics or areas of expertise.
 
-Find content specific to particular areas of financial planning or market sectors.
+1. Navigate to the Articles section
+2. Click on "Categories" or look for the category filter options
+3. Select the specific category you're interested in (such as "Investment Strategy" or "Market Analysis")
+4. Browse through the filtered results using pagination controls
+5. Click on any article title to read the full content
 
-1. Navigate to the blog categories section
-2. View the list of available article categories
-3. Select the category that matches your interest or client needs
-4. Browse articles within that category
-5. Use pagination to see additional articles in the same category
+Categories help you quickly find content relevant to specific client needs or areas of professional focus.
 
-Categories help you quickly locate content relevant to specific client situations or areas of expertise.
+### How to Access the Latest Articles
 
-## How to Read Full Articles
+Stay current with the most recently published financial insights and market updates.
 
-Access complete article content with all formatting and author information.
+1. Go to the Articles section
+2. Select "Latest Articles" or "Recent Content"
+3. Browse through articles ordered by publication date (most recent first)
+4. Use pagination to see older articles (3 articles per page by default)
+5. Click on any article to read the full content
 
-1. Click on any article title from any listing page
-2. The system automatically tracks your view and increases the article's view count
-3. Read the complete article content including author details
-4. Note the publication date and category information
-5. Use the article URL for future reference or sharing
+The latest articles section updates automatically as new content is published to the platform.
 
-Each article view is counted toward the article's popularity ranking for other users.
+## Rules and Limits
 
-### Section 4: Rules and Limits
+• Articles display 3 items per page by default, but you can adjust pagination limits
+• Featured articles are currently showing the 4 most recent articles instead of manually curated content
+• View counts increase by 1 each time someone opens an article, even if it's the same person
+• Only published articles with active status appear in any article listing
+• Category filtering requires selecting a valid category from the available options
+• Articles include author information, publication dates, and category classifications
+• Content is sorted by different criteria depending on the view: recency for latest, view count for popular, and editorial selection for featured
 
-• Article listings default to showing 3 items per page unless specifically configured otherwise
-• Featured articles display a maximum of 4 articles at any time
-• View counts are automatically incremented each time an article is opened
-• Articles must have a published status to appear in any listing
-• Category filtering shows all articles within a category unless pagination limits are applied
-• Latest articles are sorted by publication date in descending order (newest first)
-• Most viewed articles are ranked by total view count in descending order
-• If no articles exist in a category or search result, the system displays a "no data found" message
+## Common Questions
 
-### Section 5: Common Questions
+**Q: Why don't I see any articles in a particular category?**
+A: Some categories may not have published articles at the moment, or content may be in draft status. Try browsing other categories or check the latest articles section for new content.
 
-**Q: Why don't I see any featured articles?**
-A: Featured articles are currently showing the latest published content. If the section appears empty, no articles have been published recently or marked as featured.
+**Q: How often do featured articles change?**
+A: Featured articles currently show the most recent content and update automatically as new articles are published to the platform.
 
-**Q: Can I bookmark or save articles for later reading?**
-A: Each article has a unique URL that you can bookmark or save for future reference. The system tracks which articles you've viewed.
+**Q: Can I see how many times an article has been viewed?**
+A: Yes, view counts are displayed with each article and update in real-time as advisors read the content.
 
-**Q: How often is new content added to the blog?**
-A: Content publication schedules vary, but you can always check the "Latest Articles" section to see the most recently published material.
+**Q: What happens if I click on an article multiple times?**
+A: Each time you open an article, it counts as a new view and increases the total view count, which affects the article's popularity ranking.
 
-**Q: What determines which articles appear in the "Most Viewed" section?**
-A: Articles are ranked by their total view count across all platform users. The more times an article is opened and read, the higher it ranks in popularity.
+**Q: How do I know when new articles are published?**
+A: Check the "Latest Articles" section regularly, as it automatically displays the most recently published content first.
 
-**Q: Can I see articles from specific time periods?**
-A: While there's no date range filter, articles in the "Latest" section are ordered by publication date, making it easy to find recent content.
-
-### Section 6: Troubleshooting
+## Troubleshooting
 
 **Problem:** No articles appear in any section
-**Cause:** No published content is available or there's a temporary loading issue
-**Fix:** Refresh the page and check your internet connection. If the problem persists, try accessing different sections of the blog feature.
+**Cause:** There may be no published content available, or there could be a temporary system issue
+**Fix:** Refresh the page and try again. If the problem persists, check other sections like "Latest Articles" to confirm content is available.
 
-**Problem:** Article content doesn't load when clicking on a title
-**Cause:** The article URL may be invalid or the content has been unpublished
-**Fix:** Return to the article listing and try selecting a different article. Clear your browser cache if the issue continues.
+**Problem:** Article content doesn't load when clicked
+**Cause:** The article URL may be invalid or the content may have been unpublished
+**Fix:** Return to the article list and try clicking a different article. If multiple articles won't load, refresh the page and try again.
 
-**Problem:** Category listings show "no data found"
-**Cause:** The selected category may not have any published articles currently
-**Fix:** Try selecting a different category or check the "Latest Articles" section to see what content is available.
+**Problem:** Category filter shows no results
+**Cause:** The selected category may not have any published articles currently available
+**Fix:** Try selecting a different category or browse the "Latest Articles" section to see all available content regardless of category.
 
-**Problem:** View counts seem incorrect or don't update
-**Cause:** The system updates view counts in real-time, but there may be a brief delay
-**Fix:** The count will update automatically - no action needed. Each time you open an article, it counts as one view.
+**Problem:** Pagination doesn't work properly
+**Cause:** There may not be enough articles to fill multiple pages, or there could be a temporary display issue
+**Fix:** Try refreshing the page, or adjust the number of items displayed per page if that option is available.
 
-### Section 7: Related Features
+## Related Features
 
-This blog feature operates independently but complements other IFANOW platform capabilities for client communication and professional development. The content can be used alongside client presentation tools and educational resources available in other platform sections. Article content and insights may reference market data and analysis tools available elsewhere in the IFANOW system.
+This articles feature operates independently and doesn't depend on other platform modules. However, the content may be useful when working with client portfolios, preparing for client meetings, or researching investment strategies that connect to other IFANOW tools and workflows.