Custom Research Editorial Research (Sponsorship) Investment Trend Monitor (Sponsorship)
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:
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:
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Recent program success: 365 leads
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:
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.
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