AdvisorHub AdvisorHub AdvisorHub

Transcription

1 2017 MEDIA KIT

2 AdvisorHub expands upon traditional trade industry coverage. In addition to investigative journalism and sophisticated commentary on the wealth management industry, we provide recruiting deals and compensation information crucial to advisors business and careers. With a team led by a former Advisor, industry CEO and thought leader, AdvisorHub produces content that is of great value to this coveted, loyal audience. AdvisorHub consistently breaks national news stories that are subsequently covered by the nation s leading news organizations such as The Wall Street Journal and NY Post.

3 MISSION STATEMENT To be the financial advisors advocate and voice by providing a definitive source for breaking news, relevant products and services, critical compensation data, and a safe forum for them to share best practices and growth strategies.

4 OUR PARTNERS

5 IN THE NEWS AdvisorHub is regularly quoted and linked to by top publishers.

6 IN THE NEWS And there is one site covering the wealth management ops of the big banks like no other it s called AdvisorHub and it s become a must-read throughout the industry." AdvisorHub, an insider tips and news website for the brokerage industry, has become such a part of brokers' daily reading routine that some call it the New York Post of financial news." AdvisorHub, a website launched to follow broker compensation and interwirehouse FA moves, has managed to turn itself into an industry story." Josh Brown thereformedbroker.com Reuters reuters.com Financial Advisor IQ financialadvisoriq.com

7 EDITORIAL TEAM Mason Braswell, Managing Editor A New York University graduate, Mason has been covering Wall Street and wealth management for several years. He was previously a reporter for InvestmentNews, where he focused on wirehouses and registered investment advisors. Jed Horowitz, News Editor Jed Horowitz is a veteran financial journalist, having spent more than three decades covering brokerage firms, commercial banks, equities and futures exchanges, investment banking and regulation as a reporter and editor. He has worked at Reuters, Dow Jones, Bloomberg, McGraw-Hill, American Banker and Investment News, and edited magazines for financial advisors, corporate treasurers and investors.

8 AUDIENCE PROFILE Financial Advisors, Managers & Licensed Personnel 89% Wirehouse 40%, Regional 20%, Independent 16%, RIA s 24% Advisor Revenue 48% have an annual production greater than $500,000, including 24% greater than $1,000,000 Demo 32% of the AH audience are between 45-64, 80% male. Engagement Over 500,000 page views per month. 61% desktop / 39% mobile. AUM 53% have over $100 million in assets under management. Tenure Our audience has an average of 21 years industry experience. Licensed 85% of our reader have been licensed from years. Sources: 2016 Clientize User Survey; Google Analytics, December 2016

9 AUDIENCE PROFILE Active Title Financial Advisor 63% Senior Manager 12% Branch Manager 9% Support Staff 6% Licensed Team Member 4% Money Manager 2% Mutual Fund Manager 1% Length of Service Less than 5 years 4% 5-9 Years 8% Years 24% 20 or more years 51% Source: 2016 Clientize User Survey

10 AUDIENCE PROFILE Percentage of production < 250k 15% $250k - $499k 24% $500k - $1mm 25% > $1mm 24% 0% 6% 12% 18% 24% 30% Hundreds Source: 2016 Clientize User Survey

11 AUDIENCE PROFILE Percentage of assets < $50MM $50MM - $99MM 23% 23% $100MM - $149MM 14% $150MM - $250MM 10% > $250MM 17% 0% 6% 12% 18% 24% 30% Hundreds Source: 2016 Clientize User Survey

12 AUDIENCE PROFILE Firm tenure Never switched firms 23% Switched 1-2 times 56% Switched 3-5 times 19% More than 5 times 2% Source: 2016 Clientize User Survey

13 PARTNER INTEGRATION

14 728x90 Leaderboards 728x90 leaderboards will appear at the top of all pages. Up to 120K, looping restricted to three cycles, standard rich media permitted. Additionally, these placements are mouse over or click to video capable.

15 300x250 Large Rectangle 300x250 large rectangles will appear above the fold on most pages. Up to 120K, looping restricted to three cycles, standard rich media permitted. Additionally, these placements are mouse over or click to video capable.

16 300x600 Half Pages 300x600 half page provides a larger space for advertisers to get their message across and can offer users rich engagement. This banner can be up to 120K, looping restricted to three cycles, standard rich media permitted. Additionally, these placements are mouse over or click to video capable.

17 Partner Dedicated This vehicle will get your message in front of our substantial financial advisor audience of 150K+. We support both HTML and text and can work with partners if customizations are needed; HTML creatives may be up to 120KB. Landing page Creatives must be received at least 2 business days prior to the scheduled delivery date. Suppression lists must be received at least 5 business days prior to the scheduled delivery date.

18 Newsletter Sponsorship Newsletter sponsorships are at the top of the and will be featured several times per month, based on impression delivery. 6,000,000+ newsletters sent per month. Looping restricted to three cycles, standard rich media permitted.

19 Newsletter Deal of the Day Module Deal of the Day placement will appear below the fold on newsletters. 6,000,000+ newsletters sent per month. The size of the placement will be a 300x250 medium rectangle and up to 120K file; looping restricted to three cycles, standard rich media permitted. This placement appears as content among the day s news features.

20 Custom Interstitial Placement A standard IAB compliant (1150x860 or 640x480) ad placement can be served into this position. It is a takeover; the user sees the ad for a period of five seconds or until it is closed. A custom interstitial placement allows an advertiser to own 100% of a targeted audience on a contextual or geographic basis.

21 Customized Deal Page Our deal page/microsite will give wire houses, independent, regionals and RIA s an opportunity to showcase their firm and how they differ from the competition. Recommended items to include in the microsite are below but not limited to: Videos Deal Calculator Content Integration Recruit Deal Terms Comp/Payout

22 Custom FinTech Microsite Custom FinTech Microsite Promote your Fintech solution to AdvisorHub s audience as a way to better serve their clients. Microsite part of AdvisorHub s FinTech section; part of main navigation Position your organization as a leader in financial advisor technology Integrate original content from your organization Articles Whitepapers Webinars Video Design is for presentation purposes only.

23 Custom Standalone Video Placement Partner video will be published as an article. The control buttons allow viewers to turn on the sound, replay, pause or stop the video at any point of viewing. HTML5 code required, the size may be up to 800kb (including HTML, JavaScript, CSS and all images).

24 Whitepapers & Articles Use this opportunity to present your company as a top solution provider with your content. Embedded on the main page initially and later within our Resources section, your content directs the attention of your potential customers straight to your scope of services. Position your firm as a thought leader within the advisor industry.

25 Co-sponsored webinar Opportunity for your client to be in front of AdvisorHub s audience of top producers. Co-present with AdvisorHub. Webinar completely facilitated by AdvisorHub, from registration to postmeeting communications. Potential topics Practice Management Market Intelligence Recruiting DOL Regulations Legal & Compliance Industry Trends

26 Co-sponsored Event Cocktail hour/after work event $1MM+ producers in attendance. Partner to have attribution in invitations, signage at event and promotional items given to attendees.

27 CONTACT US Bob Edmunds SVP, Sales & Strategy (917) Alleen Delpierre Director of Corporate Sales (571) Jon Kneifl Director of Sales (240)