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:
- Distribution in WealthManagement magazine and on 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 |
Advisor Tech |
Investment Trends |
Business Growth |
Industry Evolution |
HNW Wealth Planning |
Future of Financial Advice |
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
Sponsored Content Channels
Content Engagement Center
Newsletters
White Paper Programs
Infographics
Podcasts
WMTV | Video
Fastchat Video
Sponsored Content Channels
WealthManagement.com custom content channels can deliver your content directly to advisors in an exclusive, competitor-free environment.
Achieve your specific marketing goals and objectives with these exclusive benefits:
- 100% SOV for all standard digital display positions
- Custom traffic driver/newsletter to targeted list
- Exclusive, competitor-free environment
- Custom header and color schemes to match your branding
- Include links to information on your website
- Embed your social media feeds
- Compliance language included at foot of the page
- Monthly reporting/metrics
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