2
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.
2
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.
3
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
3
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
4
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
5
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
JA
NU
AR
YF
EB
RU
AR
YM
AR
CH
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
• On Retirement• On Advice• On Technology• Tax Strategies
2021 Content Calendar: Q1
AP
RI
LM
AY
JU
NE
Issue Date Close Date Special Report/Cover Stories InvestmentNews Events & Webcasts Columns InvestmentNews Research
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
• On Retirement• Washington Insider• Tax Strategies• Investing Insights
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
• On Retirement• Washington Insider• Tax Strategies• Investing Insights
6/28/21 NA No Issue • Retirement Income Summit• Woman Adviser Summit
2021 Content Calendar: Q2
JU
LY
AU
GU
ST
SE
PT
EM
BE
R
Issue Date Close Date Special Report/Cover Stories InvestmentNews Events & Webcasts Columns InvestmentNews Research
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
Top Performing ETFs/Mutual Funds Q2 2021
7/19/21 NA No Issue
7/26/21 6/29/21 Mega RIA Focus • Going Independent Webcast• Women Adviser Summit
• On Retirement• Washington Insider• Tax Strategies• Investing Insights
Advisers on the Move 2021: Q2 Review
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
• On Retirement• Washington Insider• Tax Strategies• Investing Insights
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
Ad Effectiveness Study
2021 Content Calendar: Q3
OC
TO
BE
RN
OV
EM
BE
RD
EC
EM
BE
R
Issue Date Close Date Special Report/Cover Stories InvestmentNews Events & Webcasts Columns InvestmentNews Research
10/4/21 9/7/21 Succession Planning
• On Retirement• Washington Insider• Private Wealth Supplement• Investing Insights
Advisers on the Move 2021: Q3 Review
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
• On Retirement• On Advice• On Technology• Tax Strategies
Top Performing ETFs/Mutual Funds Q3 2021
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
• On Retirement• On Advice• On Technology• Tax Strategies
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
• On Retirement• On Advice• On Technology• Tax Strategies
Ad Effectiveness Study
12/20/21 NA No Issue International Adviser Event
2021 Content Calendar: Q4
10
MARKETING SOLUTIONS
11
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
12
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
12
Note: mock for representational purposes only.
13
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
13
Note: mock for representational purposes only.
14
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
14
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.
15
InvestmentNews conducts benchmarking studies around
compensation and staffing, pricing and profitability, and
adviser technology each year.
Research & Data
15
Note: mock for representational purposes only.
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
16
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
16
Note: mock for representational purposes only.
17
Thought Leadership and Custom Content Solutions
17
Note: mock for representational purposes only.
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.
18
InvestmentNews Events
18
Note: mock for representational purposes only.
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.
19
InvestmentNews Awards
19
Note: mock for representational purposes only.
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.