Media Kit 2021

WealthManagement.com is the digital resource of all things wealth management for financial advisors, estate planners, and real estate professionals.

<strong><strong>Media Toolkit 2021 <br>

Who We Are / What We Do

WealthManagement.com is the digital resource of all things wealth management for financial advisors, estate planners, and real estate professionals.

Leverage our platforms, marketing solutions and audience data to communicate your message, promote products and services for measurable ROI

Audience Services Digital Magazine

YOUR GOALS: OUR SOLUTIONS

SERVICES
(Click the category headers for more information)

LEAD SERVICES	RESEARCH	CONTENT MARKETING	ADVERTISING	EVENTS
Lead Generation	Custom Research Programs	Custom Content Development	Website ROS
Guaranteed Lead Programs	Editorial Research Programs	White Papers	Content Channels	Industry Awards
Email Services	Investment Trends Monitor	Infographics	Embedded Video	Wealthies
Lead Touch	Brand Study	Videos/Podcasts	Native Content	Inside ETFs
Ebook Sponsorships	Custom Polls	Content Engagement Centers	Audience Extension
Webinars		eNewsletters	Social Media
Whitepaper Syndication		Fast-chats	Targeted eNewsletters
			Magazines

Reach & Audience

^{Audience Profile:}
WealthManagement.com

WealthManagement.com and Trusts & Estates are the leading information sources for wealth management professionals —including investment advisors, RIA firms, financial planners, estate planning attorneys, trust officers, accountants, key counselors at non-profit institutions and foundations, and decision makers in the broker dealer, asset management, and technology community.

Our community of 441,000+ leverage our content and tools to grow and improve their practices, business solutions, and communicate more successfully with their clients.

Content includes all areas of the daily activities of a wealth professional and their firms, including:

Investment Ideas and News
Wealth and Retirement Planning Strategies
Tax law, family businesses, charitable giving
Client Prospecting and Presentations
Practice Management Tips
Technology Solutions
Industry research and resources

** New for 2021: See section on WealthManagement.com Real Estate

Audience Profile:

WealthManagement.com <cont'd>

Wealth Planning
Estate Planners/Attorneys	26,000
Family Offices	2,300
CPA Accountants	13,800
Bank Trusts	6,900
Product Distribution	9,770
Other	10,500

Engagement & Circulation
Monthly Page Views	1,280,000
Monthly Visitors	484,000
Newsletters	241,000
Wealth Management Magazine	180,000
Trust & Estates Magazine	89,000

Audience Profile:

WealthManagement.com <cont'd>

Reader Demographics
Average Age	50
Gender mix	80.8% male 19.2% female
Average Years in Business	17
Average Account Size	$847,638
Average Client Age	56
Average Number of Clients	213
Member of Team or works Solo	46.1/54.9

Average total assets managed by Team
Under $200M	39%
$201-500M	32%
Over $500M	29%

Average total assets Managed Personally
Under $200M	84%
$201-500M	11%
Over $500M	5%

Audience Profile:

WealthManagement.com <cont'd>

Advisor Profiles

3,524 Broker Dealer Firms
Total Advisors	380,926
Bank	41,901
Boutique	6,240
Discount	31,566
Independent	102,782
Insurance	90,376
Regional/Traditional	43,527
Wirehouse	62,958
Institutional	1,631

37,795 RIA Firms
Total Advisors	321,094
RIAs - Independent	76,119
RIAs - Dually Registered	244,975

* Click here for audience definitions

Audience Profile:

Wealth Management Real Estate

(formerly NREI)

The new Wealth Management Real Estate brand will provide commercial real estate firms and financial advisors with a potent new avenue to share information and build stronger relationships with each other.

*Counts reflect contact information for digital or print communication. See Reach & Audience section for online traffic, newsletters, print circulation, etc..Call for specific counts for e-blasts, sponsored posts, social, print. Breakouts include CRD, job type, etc..

Audience Profile:

Wealth Management Real Estate

(formerly NREI - cont'd)

WMRE provides unmatched access to the industry’s most powerful audience of c-level and senior executives—the industry’s key decision makers—across every major property type

Audience Targeting

We can target your marketing efforts based on a variety of demographics, business profiles and behaviors. Featured on the right are the most requested selection criteria, however, we are constantly adding new data elements on a daily basis

Firm Type / Advisor Channel
Firm Name
Licenses / Designations Held
Assets Under Management
Gross Annual Production
Advisory Services
Primary Method of Compensation
Fee Only
Commission Only
Fee & Commission / Hybrid
Years lndustry Experience
Products Recommend / Sell
Type of Group Retirement Plans
AUM Group Retirement Plans
Geo / Region
Age

Gender
lnvestment Strategy
Accounts at Firm
Brokerages
Builders / developers
Building owners / managers
Construction/general contractors
Corporate real estate / holding company
HNW investment advisors
Investment bankers
Leasing/investment sales/brokers
Lenders
Mortgage bankers
Pension funds / institutional investors
Private real estate investors/syndicators
REITs
Retailers
Call for additional selects

Newsletter and Magazine Circulation

Newsletter	Frequency	Circulation	Open Rate
Morning Memo	Daily	126,188	35%
Daily Memo	Daily	99,876	32%
Investment Strategies	Weekly	43,168	41%
Estate Planner	Weekly	44,247	49%
High Net Worth	Weekly	77,370	22%
Practice Management	Weekly	50,092	40%
ETF Strategies	Weekly	50,747	29%
Retirement Plan Advisor	Bi-Monthly	19,995	28%
FinTech	Weekly	92,972	28%
WMRE Daily	Daily	89,600	40%
WMRE Distressed Real Estate Strategies	Monthly	77,000	47%
WMRE Weekender	Weekly	53,000	39%

Wealth Management.com Circulation:
260,000 print and digital edition
View the editorial calendar
View print specs and guidelines

Trusts & Estates Circulation:
89,000 print and digital edition
View the editorial calendar
View print specs and guidelines

Wealth Management Real Estate Circulation:
75,628 print and digital edition
View the editorial calendar
View print specs and guidelines

Lead Services

Lead Generation Guaranteed Lead Program Email Lead Nurture E-books Webinars White Paper Syndication

Lead Generation

To generate high-quality leads, you need to know the priorities of your Wealth Management and Commercial Real Estate audience. When you can employ a support team that understands your client’s business needs but is also expert in the latest marketing strategies and has access to behavioral data, conversion rates will soar. We excel in a variety of custom lead programs for your business through webinars, whitepapers and other forms of content.

Business Professionals rely on WealthManagement.com for information that will help them manage their practice and grow their business. Our lead generation programs can distribute your valuable thought leadership content to targeted audiences with keen interest in your message.
Registration is required to view the content so you receive regular reports with contact information for each qualified lead.

LEAD GENERATION PROGRAMS INCLUDE:

Guaranteed lead programs
Research sponsorships
Webinars
White papers
Ebooks
Email

Guaranteed Lead Program

Our guaranteed lead program allows you to connect with targeted segments across the Wealth Management industry.

In short, you determine the parameters and pay a fixed price-per-lead delivered.

FIELDS COLLECTED
Contact name, company name, title, full business address, email and phone.
CUSTOM QUESTIONS
We allow up to three (3) custom questions per offer.
TARGETING
Achieved at a brand level, as well as through custom questions.
VALIDATION
The network validates business address, email and phone.
DELIVERY
Leads are delivered in real time, daily feeds or weekly feeds

Custom Email Services

Leverage the power and scale of our audience database. Based on your objectives and goals, we can set up and deploy targeted email campaigns that engage business professionals you want to reach.

DEMOGRAPHIC TARGETS INCLUDE:

Age
Gender
Advisor channel
Assets under management
Region
Years of experience
Licenses
Job titles
Product Usage
Sales Volume
... plus 84 other selects

Lead Nurturing

Looking to promote your thought leadership content and brand while pulling in high qualified leads? Our Lead Nurturing program is a targeted email nurturing program designed to engage and promote key thought leadership content to the needs of your prospects at key buying stages.

Program benefits include:

Co-branded email, developed by Wealthmanagement.com
Customizable options to include a storyboard of up to 3 audience touchpoints along with the ability to build your own registration form.
Leads prioritized based on engagement and packaged with actionable data from our best in class reporting platforms.

E-Books

Leverage the our experienced team in creating a custom e-book destination for your targeted audience.

Custom sponsored content distributed by email to a targeted list. Content can also be supplied by you or created by WealthManagement.com — or both
E-books use electronic “page-turning” technology that displays content in a magazine-style format
Content is interactive and can be comprised of photos, graphs/charts, research, advertisements, video and custom written copy
Lead generation registration capabilities
Engagement tracking based on behavioral activity

Ask your sales representative about our Advisor Playbooks....

Webinars

Elevate your experts, generate qualified leads and maximize ROI

Your best prospects are individuals who are actively looking for solutions and education. Our webinars allow you to generate hundreds of qualified leads while aligning your company with industry experts.

PROMOTIONS

Targeted marketing promotion / email deployed a minimum of 3 - 4xs
ROS banner ads promoting the webinar
Exclusive sponsorship: logo branding on marketing promotions and registration page
Hosted on WealthManagement.com or WealthManagement.com/real-estate for one year (includes on-demand version)
MP4 file of webinar available
Highly detailed summary reporting at the close of the program.

View the latest Webinars

White Paper Syndication

White papers are a great way to establish subject-matter expertise and thought leadership while generating qualified leads. White papers are promoted in special spotlight emails to 120,000+ producing advisors or commercial real estate professionals along with placements in one of our flagship newsletters. You receive weekly leads from white paper download registrations.

Useful For:

Positioning your company as an expert in your industry
Educating and persuading your prospects without selling
Helping decision makers and influencers evaluate your approach to solving issues to help them grow their business
Generating demand and motivating prospects to contact you
Accelerating the decision-making process
Providing your sales team with a powerful tool to help move prospects through the sales funnel

Research

Custom Research Editorial Research (Sponsorship) Investment Trend Monitor (Sponsorship)

Custom Research

Designed to address research objectives across the Wealth Management and Real Estate industries, our research programs can be designed to fuel content marketing initiatives, drive business strategy or even obtain market feedback on product concepts. We have a highly accredited research team and editorial experts that are happy to collaborate with you on a custom research study tailored to meet your goals

Leverage our 1st party data to field:

Online Surveys
Focus Groups (virtual or in-person)
In-depth-interviews (virtual or in-person)

Editorial Research (Sponsorship) WealthManagement

Reveal the latest trends in key practice management and investment areas for financial advisors and planners across all advisory channels – independent B/Ds, RIAs and wirehouses.

By partnering with WealthManagement you secure a place for your research spotlight by gaining the following benefits:

Co-branded turnkey white paper report
Report hosted on branded registration series page on WealthManagement.com
Marketed for lead generation (contact information from all registered downloads)
Option to include full page ad in report
Option to run white paper report in WealthManagement magazine

View our complete research capabilities

2021 Topics

Advisor Tech

Investment Trends

Business Growth

Industry Evolution

HNW Wealth Planning

Future of Financial Advice

Recent program success: 365 leads

Editorial Research (Sponsorship)
Wealth Management Real Estate

Influence the industry's most powerful audience of CRE executives by sponsoring one of these essential real estate investment topics.

By partnering with Wealth Management Real Estate you secure a place for your research spotlight by gaining the following benefits:

Distribution in Wealth Management Real Estate magazine and the real estate section of WealthManagement.com
Full-page, four-color ad adjacent to research content
Qualified leads (contact info from all registrations and downloads) — Branding (logos on marketing for driving downloads)
Optional channel takeover sponsorship opportunities

View our complete research capabilities

2021 Topics	Sector
Private Real Estate Investing Trends (Fund Administration)	Industrial
Proptech	Office
Pensions & Institutional	SFRs
Net Lease	Hospitality
REIT Trends	Multifamiy
Financing	Seniors Housing
Broker Trends	Retail
HNW Investment

Investment Trend Monitor
(Sponsorship)

Couple this research with analysis from a subject-matter expert around an industry hot-button issue. The resulting 25-30-page report dives deep into the heart of the topic to help wealthmanagement.com readers understand the forces at play and gain intelligent insights for smart decision-making.

View our complete research capabilities

2021 Topics

Advisor Top Trends for 2021

Alternative Investments

Drivers of Portfolio Construction

Marketing Support

Advisor Views on Wholesalers

ESG/Diversity/Thematic Investing

Advisor Use of Model Portfolios

Value Add Programs

Product Usage

Variable Annuities

Social Media & Technology

Content Marketing

White Papers

White papers are a great way to establish subject-matter expertise and thought leadership while generating qualified leads. We can provide writing, editing and design services before posting your finished white paper PDF in our online white paper library. White papers are promoted in special spotlight emails to 200,000+ producing advisors along with placements in our flagship newsletters. You receive weekly leads from white paper download registrations.

End-to-end program management including topic discovery, content development, design and production
Our experienced subject-matter experts work closely with you during content creation process to ensure messaging is on target
Can include text, images, graphs/charts, embedded links, and sidebar with existing client content (e.g. testimonials or case history)
Own the content asset and use across various content marketing initiatives.

Infographics

Infographics are one of the most popular forms of content on the web today, driving more traffic than most traditional content due to their highly-visual and easy-to-digest format that helps advisors translate data into meaningful insights. Infographics draw a wider viewing audience into information that might otherwise be hidden in long-form content. And they also encourage social sharing of your content

Custom design based on content by our subject-matter experts and designers
Optimized images for sharing, social media and organic search
Own the asset and use in parallel marketing programs

Podcasts

With over 850,000 podcasts and over 30 million episodes in the market, now is the perfect time to align your brand and thought leadership with our podcasts.

Some of our more popular podcasts:

Celebrity Estates (Will Preparation/Estate Planning): 25K Downloads | 53K Engagements
Transparency with Diana B (Well Being and the Challenges that Financial Advisors Face) 2K Downloads | 5K Engagements
Wealth Management Real Estate (Commercial Real Estate in Client Portfolios): 9K Downloads | 17K Engagements

Partner with us and launch your thought leaders into the world of podcasting where they are joined by senior editors across to cover trends and analysis, product innovations, career movements and M&A activity.

Check out our latest podcasts

Fastchat Video

Gain visibility through video on trending topics or events. Fastchats allow the client to sit down with an editor or SME and discuss the topic at hand. These video segments are particularly useful in educating your target audience, brand positioning and sharing best practices/strategies in a fast and easy medium.

10-15 minute executive interview video with a brand content leader
Single video or packages together as series of 2-3 videos
Remote video capture
Interview consists of 3-5 questions
Dedicated landing page to house the program (live for 12 months)
Marketing promotion campaign (1 month promotion period per interview)
Client may include up to 3 related assets
Includes speaker & moderator bios
Includes written summary of video
Includes client logo & call to action

NEW FOR 2021: WMTV

Video marketing is quickly becoming a staple across the wealth management industry.

81% of Business use video as a marketing/sales tool.
Mobile video has shown growth of 100% every year.
By 2022, online videos will make up more than 82% of all consumer internet traffic — 15 times higher than it was in 2017.
WMTV is Wealthmanagement's brand new video hub, providing coverage in areas of Investing, Practice Management, Real Estate, Wealth Planning, Technology and much more. As a valued partner, you will receive targeted banners, dedicated email campaigns and video pre & post roll to assist in driving video traffic to your marketing message.

Check out our latest videos

Content Engagement Center

Create a digital hub that encourages user engagement through targeted coverage, thought leadership and high credibility. This all digital destination generates leads by bringing your message to life through visual design. Learn how your organization can leverage its subject matter expertise around a central topic that is critical to those across the Wealth Management industry.

Multi-touch marketing campaign
Single-sign-on approach to help generate quality leads
Always-on nurturing lets prospects choose the time and place in which they engage – leading users to spend more time binging on your content.

Check out our latest CEC

Custom Newsletters

Content for your custom newsletters can consist of materials supplied by you, WealthManagement.com or Wealth Management Real Estate editorial articles on aligned topics — or a combination of both. You choose the target audience and frequency best suited for your custom newsletter.

Sponsor-supplied content can include charts, videos, infographics, etc.
Exclusive sponsorship (all ad units)
Company logo and banner ad
Reporting includes emails sent, emails opened, content clicks, banner ad/logo clicks

Advertising

Digital Display Flagship Newsletters In-article Video Interstitial Native Audience Extension Magazines

Digital Advertising (Desktop or Mobile)

View Digital Specs for available options

Targeting Includes:

WealthMangement.com: 1.2M page views per month, 441,000 average readers. (see audience profile section)
Trusts & Estates: included as a channel onWealthMangement.com
WMRE ( Wealth Management Real Estate): 787,000 page views per month, 220,000 average readers (see audience profile section)

FLAGSHIP NEWSLETTERS

Surround your targeted message with our daily editorial content. These advertising positions ensure that your message is targeted to thought leaders across the industry.

Newsletter	Frequency	Circulation	Open Rate
Morning Memo	Daily	125,000	32%
Daily Memo	Daily	127,000	35%
Investment Strategies	Weekly	41,000	41%
Estate Planner	Weekly	41,000	59%
High Net Worth	Weekly	73,000	50%
Practice Management	Weekly	48,000	43%
ETF Strategies	Weekly	53,000	30%
Retirement Plan Advisor	Bi-Monthly	20,000	22%
FinTech	Weekly	46,000	29%
WMRE Daily	Daily	76,000	39%
WMRE Distressed Real Estate Strategies	Monthly	75,000	40%
WMRE Weekender	Weekly	46,000	50%

In-article video

High-impact video marketing embedded in the heart of our rich editorial content. Capture the attention of advisors by embedding your video directly within the expert content posted on the WealthManagement.com website.

Optimal user experience — Plays when visible on user’s screen, pauses when user can’t see it onscreen; resumes when in view again — Audio starts on user initiated click
Premium environment for short 15-30 second videos – below the fold between two paragraphs for more focused, attentive viewer engagement
Guaranteed viewability — only plays when more than 50% in view on user’s screen

Interstitial

High-impact branding.

Welcome ads that appear when users first visit the site
Advertisers receive 50% to 100% SOV
Average impressions: 25,00 per week (estimated, not guaranteed)
300 x 416 or 300 x 250 (mobile size required)

Native

Distribute articles, infographics or videos to the engaged WealthManagement.com community. Choose from placements in our flagship newsletters like the Morning Memo, Daily Memo and achieve a high engagement rate with our targeted audience segments. Links can drive advisors to content either hosted on WealthManagement.com or your site.

Newsletter	Frequency	Circulation	Open Rate
Morning Memo	Daily	125,000	32%
Daily Memo	Daily	127,000	35%
Investment Strategies	Weekly	41,000	41%
Estate Planner	Weekly	41,000	59%
High Net Worth	Weekly	73,000	50%
Practice Management	Weekly	48,000	43%
ETF Strategies	Weekly	53,000	30%
Retirement Plan Advisor	Bi-Monthly	20,000	22%
FinTech	Weekly	46,000	29%
WMRE Daily	Daily	76,000	39%
WMRE Distressed Real Estate Strategies	Monthly	75,000	40%
WMRE Weekender	Weekly	46,000	50%

Audience Extension

Extend your reach and stay in front of your most valuable prospects with audience-based targeting.

Audience extension campaigns target the wealth managers in our database who match your target criteria. Utilizing trusted business and financial sites, your campaign is displayed multiple times, only to those that fit your targeted profile.

Banners or native text placements across web, powered by WealthManagement.com
Targeting options include demographic, firmographic and behavioral data

View specs

Audience Extension: In-feed native ads

Drive your target audience to your rich content. Simple. Smart. Effective.

You’ve made the investment to create high-value content. But, are you getting that content in front of your target audience? In-Feed Native Ads do just that by placing a compelling headline, image and link back to your content seamlessly into a site’s content flow. Native ads on WealthManagement.com can also be placed across the web or on social platforms, where first-party data powers your campaign to help target prospects with precision.

Brand In-Feed Native Ads

In-Feed Native Ads integrate seamlessly within our high- value editorial environments via ROS in-feed spots. More than ever, users are turning to trusted brands for news and information. A perfect way to get your rich content placed in front of financial advisors.

Network AX In-Feed Native Ads

It’s all about audience and targeting. Using the power of WealthManagement.com’s first-party data, you can target In-Feed Native Ads to your selected audience across the web. A perfect way to reach prospects multiple times per week

Social AX In-Feed Native Ads

Put the social giants to work for you. Your content promoted directly in-feed on Facebook and/or LinkedIn, powered by WealthManagement.com’s first- party data. You pick the target segment and that’s who will receive your content post in their feed. Premium location, large image or video, engagement options, social sharing, and more.

Audience Extension: Social Media

Reach your target audience across LinkedIn, Facebook and Instagram. Audience Extension on Social leverages the same first party data critical to reaching your target audience. Ad formats support high impact ads utilizing image or video.

Magazines: WealthManagement

Providing advisors with unbiased insights on trends, regulatory concerns, practice management and investment advice designed to help create successful practices.

WealthManagement Circulation: 180,000 print and digital

*Print ads run in the digital edition – complete with metrics

Click here for the 2021 editorial calendar

Click here for print specs and guidelines

Magazines: Trusts & Estates

The leading information source for estate planning professionals and advisors to high-net-worth individuals, families and institutions.

Trusts & Estates Circulation: 89,000 print and digital

*Print ads run in the digital edition – complete with metrics

Click here for the 2021 editorial calendar

Click here for print specs and guidelines

Magazines: Wealth Management Real Estate

WealthManagement Real Estate focuses on the most important issues, trends and opportunities that inform how investors are approaching the commercial real estate opportunities. Our daily newsletters and regularly-updated podcasts, webinars, exclusive research reports and other content that provides the most important news, insights and tips for making investments in real estate.

WMRE Circulation: 75,628 print and digital

Click here for the 2021 Editorial Calendar

Click here for print specs and guidelines

Driving Conversions

Events

WealthManagement Industry Awards

The WealthManagement Industry Awards recognizes the outstanding companies, individuals and organizations that make a substantial impact in the daily activities of financial advisors. More than 200 companies submitted 625 nominations in 2020 — a testament to the value that firms place in the awards to enhance their reputation, increase their brand recognition and set their organization apart from the competition.

View the 2020 Winners

Advertising Contacts

Publisher

Publisher: MARIANNE RIVERA : 773-531-7218 Marianne.Rivera@informa.com

Business Development Managers

MARC ANGEL (WealthManagement): 914-419-0844 Marc.Angel@informa.com

CHRISTINA GIRARDI (Wealth Management Real Estate):
347-515-1570 Christina.GIrardi@informa.com

AMIE LEIBOVITZ (Wealth Management Real Estate):
773-793-8447 Amie.Leibovitz@informa.com

KEVIN REARDON (Wealth Management): 917-399-8581 Kevin.Reardon@informa.com

BETH RUBINOFF (Wealth Management and Trusts & Estates):
563-265-7289 Beth.Rubinoff@informa.com

Sales Support

KIMBERLY ROGERS: 212-600-3425 Kimberley.Rogers@informa.com

SAMANTHA SZORENTINI: 347-380-2066 Samantha.Szorentini@informa.com