About InvestmentNews · 2020. 11. 12. · 4 Management Team & Campaign Support The InvestmentNews...

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About InvestmentNews

TRUST

InvestmentNews is proudly recognized as the most trusted resource for financial advisers.

Our multi-platform approach consists of quality content, data and information, served to advisers across our premium magazine, digital, research, custom, content marketing, lead-gen, and events.

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INFLUENCE

Our extensive reach includes 700,000 financial services professionals who influence more than $23T in managed assets.

We have built communities in these core areas:

• Retirement Strategies• Mutual Funds & ETFs• Taxes• Financial Technology• Practice Management• ESG• Women Advisors• Diversity & Inclusion• Regulatory Issues• News• Advisers on the move

INNOVATION

Our robust technology-led platforms and intelligence, along with our strong reader engagement, has allowed us to build core communities around important topics in the financial advisory industry, ultimately providing our audience with content, information, tools and research that enable them to excel at their jobs and achieving the highest level of revenue, growth, personal income and industry recognition.

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Source: Signet Audience Study, 2018; Google Analytics, December 2019; *Digital numbers are monthly unique users.

Independent Broker Dealers39%

29% Registered Investment Advisor

18%

9%

5%

Wirehouse & Regional

Dually Registered

Other (Insurance, Bank, Asset Management, etc.)

Audience Details

$176 MillionAverage Personal AUM

$8.1 BillionAverage Firm AUM

50%AUM over $500M

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High Reach & Visibility to FAs

Adviser Firm Affiliation/Breakdown

25 YearsAverage Years of Experience in the Financial Services Industry

63,000+

Premium Magazine Circulation

540,000

Monthly Digital Uniques

125,000+

Social Followers

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Management Team & Campaign Support

The InvestmentNews team is committed to continuing to build our brand and provide unique perspective for financial advisers. In addition, we provide unparalleled support to our clients to ensure campaigns meet our partners’ objectives and deliver metrics that matter.

Ellen BradyDirector,

Audience & Analytics

Christine ShawChief

Executive Officer

Caroline MurphyClient Services

Manager

George MoriartyChief

Content Officer

Shara RichterDirector, Revenue

Operations

Katie DowneyDirector, Brand &

Product Marketing

Shaleah WilsonFinancial

Controller

Mike CharestClient Services

Manager

Thomas MarkleyDigital Campaign

Manager

Management Team

Client Services Team

Kimberly HallDigital AdOps

Manager

Jason TebaldiDigital AdOps

Associate

Gillian AlbertSenior Custom

Project Manager

Carla FloresDigital Operations

Specialist

Dan RubinettiDirector,

US EventsRevenue

Sasha BurganskyDirector,

Event Marketing

Tara MeansDirector,

Event Operations

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InvestmentNews is a destination for advisers to consume trusted content from the leading media company for advisers.

Our platforms include a premium magazine, digital, events, research, video, podcasts, newsletters and more, with the

flexibility to target the right adviser, with the right message, and at the right moment.

A Multi-Platform Approach

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Issue Date Close Date Special Report/Cover Stories InvestmentNews Events & Webcasts Columns InvestmentNews Research

1/11/21 12/29/20 2021 Outlook on Equities & Fixed Income Market Outlook Virtual Event• On Retirement• On Advice• On Technology

1/18/21 1/5/21 Taxes in 2021 Tax Strategies Webcast

• On Retirement• Washington Insider• Tax Strategies• Investing Insights

Advisers on the Move 2021

1/25/21 1/12/21 50 years of Nasdaq (2/4/71) NextGen Event

• On Retirement• On Advice• On Technology• NextGen Supplement

Top Performing ETFs/Mutual Funds 2021

2/1/21 1/19/21 2021 Icons & Innovators Innovation Webcast

• On Retirement• Washington Insider• Diversity Supplement• Investing Insights

2/8/21 1/26/21 ESG 2020 review• ESG Webcast• Women Adviser Summit

• On Retirement• On Advice• On Technology

ESG: What You Need to Know

2/15/21 2/2/21 #Metoo update: Women Advisers• On Retirement• Washington Insider• Investing Insights

2/22/21 2/9/21 FinTech Fintech Event

• On Retirement• On Advice• On Technology• Tax Strategies

Fintech Study Update

3/1/21 2/16/21 2021 Best Places to Work

• On Retirement• Washington Insider• Private Wealth Supplement• Investing Insights

Practice Management Workplace Quality

3/8/21 2/23/21 WFH Adviser: A year after the pandemic• On Retirement• On Advice• On Technology

3/15/21 3/2/21 Annuities (one year post Secure Act) Women Adviser Summit• On Retirement• Washington Insider• Investing Insights

• Annuities Study• Ad Effectiveness Study

3/22/21 3/9/21 Succession Planning Annuities in 2021 Webcast


2021 Content Calendar: Q1

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4/12/21 3/23/21 Financial Literacy Financial Literacy Event• On Retirement• Washington Insider• Investing Insights

Advisers on the Move 2021: Q1 Review

4/19/21 3/30/21 ESG & Impact Investing: Earth Day• On Retirement• On Advice• On Technology

Top Performing ETFs/Mutual Funds Q1 2021

4/26/21 4/6/21 M&A


5/3/21 4/13/21 Eldercare/Older Americans Month Financial Advice Week

• On Retirement• Washington Insider• Women Adviser Community

Supplement• Investing Insights

Adviser Technology Study

5/10/21 4/20/21 Special Needs Planning• On Retirement• On Advice• On Technology

5/17/21 4/27/21 State of Wirehouses• On Retirement• Washington Insider• Investing Insights

5/24/21 5/4/21 Advising Veterans Fintech Event

• On Retirement• On Technology• Tax Strategies• On Advice

6/7/21 5/11/21 2021 40 Under 40 • RPA Broker Dealer• Women to Watch Think Tank

• On Retirement• Washington Insider• Investing Insights• Diversity Supplement

Largest RIAs

6/14/21 5/18/21 Retirement Innovation Summit & Awards• On Retirement• On Advice• On Technology

Ad Effectiveness Study

6/21/21 5/25/21 Mid-Year Outlook Retirement Income Summit


6/28/21 NA No Issue • Retirement Income Summit• Woman Adviser Summit


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7/5/21 NA No Issue

7/12/21 6/15/21 Asset Allocation Research

• On Retirement• On Advice• On Technology• Retirement Income Summit Recap• Retirement Plan Adviser Supplement


7/19/21 NA No Issue

7/26/21 6/29/21 Mega RIA Focus • Going Independent Webcast• Women Adviser Summit



8/2/21 NA No Issue

8/9/21 7/13/21 2021 Diversity & Inclusion Awards Diversity in Finance Webcast

• On Retirement• On Advice• On Technology• Fintech Supplement

8/16/21 NA No Issue

8/23/21 7/27/21 Research Feature: Clearing & Custodial Firm


Largest Clearing & Custody Firms

8/30/21 NA No Issue

9/6/21 NA No Issue

9/13/21 8/17/21 20th Anniversary of 9/11 Preparing Clients for Unexpected Events Webcast

• On Retirement• On Advice• On Technology• ESG Supplement

Compensation & Staffing Study

9/20/21 8/24/21 College Planning Guide Diversity & Inclusion Summit and Awards• On Retirement• Washington Insider• Investing Insights

9/27/21 8/31/21 ESG Ratings and Greenwashing • RPA Record Keeper Event• Women Adviser Summit

• On Retirement• On Advice• On Technology



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10/4/21 9/7/21 Succession Planning

• On Retirement• Washington Insider• Private Wealth Supplement• Investing Insights


10/11/21 9/14/21 Fintech Fintech Event• On Retirement• On Advice• On Technology

Pricing & Profitability Update

10/18/21 9/21/21 Social Security• On Retirement• Washington Insider• Investing Insights

TAMPS Directory

10/25/21 9/28/21 TBD Women Adviser Summit



11/1/21 10/5/21 2021 Women’s Issue

• On Retirement• On Advice• On Technology• Women Adviser Community

Supplement

11/8/21 10/12/21 Innovation Issue• On Retirement• Washington Insider• Investing Insights

11/15/21 10/19/21 Retirement Plan Advisers Future of Financial Advice


11/22/21 NA No Issue Retirement Plan Adviser Aggregator Think Tank

11/29/21 NA No Issue

12/6/21 11/9/21 2022 Tax Outlook • ESG Summit & Film Festival• Retirement Plan Adviser CIO Think Tank

• On Retirement• Washington Insider• Investing Insights• RPA Supplement

12/13/21 11/16/21 2022 Market Outlook



12/20/21 NA No Issue International Adviser Event


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MARKETING SOLUTIONS

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Overview

InvestmentNews reaches 60,000 advisers who influence over $23T of assets under management with weekly distribution. Advisers can receive the magazine as a physical copy in the mail, or in their inbox as a digital edition with immediate delivery.

Advertising in the premium magazine allows partners to align with industry news, in-depth analysis, industry opinions and latest market trends that help advisers navigate every facet of their practice.

Marketing Opportunities

• High-impact units include: coverwrap, full page spread, full page, back cover, half page

• Enhanced digital only units: presentation ad opposite front cover, interstitial, menu ad with company name & URL, digital ticker ad (persistent slim banner at bottom of page)

• Ad effectiveness studies included in select issues

Premium Magazine

Physical Copy

Digital Edition

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Targeted DisplayAdvertising:

InvestmentNews offers a wide variety of digital display sizes, share of voice and

targeting options to help you effectively deliver your brand’s unique message to the

most relevant audience.

All standard display ad positions are designed to load only when the units are in

view, ensuring your campaign meets or exceeds IAB viewability standards and

generates the most efficient

click-through rate.

Targeting options:

• High-Impact

Interstitial, homepage, microsite takeover

• First-party userdata

Firm type, job function, AUM, RIA, etc.

• Behavioralactivity

Pages or content visited

• ContextualAlignment with topics such as: retirement, RIA, mutual funds, ETFs, insurance, etc.

• Programmatic

Segments available via the ADX exchange

Digital Solutions

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Note: mock for representational purposes only.

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Leverage your thought leadership—and thought leaders—in campaigns designed to provide your business development teams with qualified leads. With your target criteria in mind, InvestmentNews will align your thought leadership with content and topics that ultimately provides a self-selected list of interested leads.

Featured White Papers

The “Thought Leadership Partners” positions your white papers and research within the most widely read stories, columns and blogs appearing on InvestmentNews.com each month.

Webcasts

InvestmentNews partners with our clients to identify key themes. Strategically position your executives or clients on a panel as thought leaders and subject-matter experts and promote the webcast through a dedicated marketing campaign.

The Adviser Data Center

The Adviser Center is an all-in-one career hub that integrates company data from our research and unique databases into a print and digital platform where advisers can find in-depth research and download your resources to help inform their decisions to transitions.

Lead Generation

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InvestmentNews eNewsletters

Newsletter Frequency Day of Week

IN Daily Pulse Daily Monday – Friday

Digital Edition Weekly Tuesday

Market Intel Bi-weekly Tuesday

Tech Connect Bi-weekly Tuesday

BD C-Suite Bi-weekly Wednesday

ETF Report Bi-weekly Wednesday

Retirement Plan Adviser Bi-weekly Thursday

Tools for Transition/The Adviser Center

Bi-weekly Thursday

Featured Intel Bi-weekly Friday

Your Wealth Matters Weekly Saturday

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Connect your message with our highly engaged audience of subscribers who request our daily, weekly or topical newsletters to stay in tune with the industry and improve their practice.

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InvestmentNews conducts benchmarking studies around

compensation and staffing, pricing and profitability, and

adviser technology each year.

Research & Data

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Our in-house researchers and analysts can work with you to provide

competitive intelligence that will resonate with your targeted audiences.

Our experienced team will develop, deliver and analyze custom surveys

that can be translated into presentations, reports and full -length research

papers that your firm can own, or co-brand with InvestmentNews.

Benchmarking Data Custom Research

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Video:

Video consumption across the internet has grown to over 80% of

total web traffic and will only increase in the coming years. Financial

advisers are no exception and are now engaging with more video

content than ever before – especially on mobile and social media.

InvestmentNews’ is uniquely positioned to offer a wide range

of pre-roll and custom opportunities for firms that are looking to

create or distribute video. As the leading producer of editorial

and custom video content in the wealth management industry,

our experienced video team has spent years traveling across the

country telling the stories that need to be told in an entertaining

and educational format.

Podcasts:

Now more than ever, financial advisers are turning to podcasts for

news, education and entertainment. However, creating great

content and achieving a following isn’t as easy as it looks.

Leverage InvestmentNews ’ creative expertise and resources to craft a

unique and compelling original series, advertise around our own

editorial series or distribute a series you’ve already created.

Multimedia

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Thought Leadership and Custom Content Solutions

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InvestmentNews works directly with our partners to develop strategic, turn-key

content-based programs that will engage with our audience and provide you

with insights. Through a range of print and digital publishing platforms, we can

help you and your firm establish your voice and amplify your position as an

industry thought leader and provide you with qualified lead generation.

Featured high impact and branding offerings include:

Sponsored Content and SpecialReports:

Place your firm’s thought leadership directly in front of the InvestmentNews audience

and raise the profile of your thought leaders articles, blogs and sponsored special

reports. Content can also be aligned with topical InvestmentNews editorial

newsletters.

ContentConnection:

Deliver your most engagingcontent to the right adviser at the right time. Using

artificial intelligence technology, powered by Idio, each piece of content matches

and displays the most relevant links to advisers.

White PaperDevelopment:

The InvestmentNews Content Strategy Studio specializes in creatingand

distributing co-branded or private-label white papers and research briefs that are

designed toeducate, engage and inform financial advisers.

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InvestmentNews Events

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InvestmentNews has 25 annual events that serve our niche audience of advisers, including:

Women Adviser Summits

These six events throughout the year are uniquely designed for the sophisticated female adviser

who wants to take her personal and professional development to the next level.

Fintech SummitInvestmentNews’ Fintech Virtual Summit addresses a gap in the market by translating financial technology solutions into the vernacular and showcasing each technology in a way that is relatable for financial advisers.

RPA Convergence Think Tanks

The four RPA Convergence Think Tanks bring together select leaders from across the

Retirement Plan Adviser community. Each event looks to accelerate the growth and

evolution of the retirement plan world..

Retirement Income Summit

This event hosts the industry’s top subject matter experts in retirement planning to help advisers

become leading longevity advisers, and to help them retain clients and gain new ones.

ESG Summit

This event gathers thought leaders and change makers to examine impact investing.

Future of Financial Advice

Senior executives examine the key trends driving the confluence of digital and human advice focused on quantifying and improving investor outcomes through big data, robust ecosystems, artificial intelligence and addressing the fundamental issues of adviser adoption.

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InvestmentNews Awards

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Throughout the year, InvestmentNews has five flagship awards and

recognition lists that are highlighted through content and events:

Women to Watch Think Tank & Awards

For the past five years, InvestmentNews has honored female financial advisers and industry

executives who are advancing the financial advice industry.

Innovation Summit

This event recognizes our Icons & Innovators, and serves as a think tank to discuss

how they turned passion into action and ideas into transformation.

Diversity & Inclusion Summit & Awards

The Excellence in Diversity & Inclusion Awards identify and celebrate individuals, advisory firms,

industry partners and institutions for their dedication to diversity and inclusion initiatives.

Best Places to Work

Each year, InvestmentNews recognizes standout employers in the financial advice

industry. These firms, ranging from small practices with fewer than 20 people to

large companies with hundreds, invest in creating a work atmosphere and culture

that attracts the best employees. The annual list of top firms is compiled by Best

Companies Group through online employee and employer surveys.

40 Under 40 Awards

The InvestmentNews 40 Under 40 program recognizes and celebrates up-and-

comers in the financial advice industry.

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About InvestmentNews · 2020. 11. 12. · 4 Management Team & Campaign Support The InvestmentNews...

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