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. To be the advertiser s partner and vehicle by which they engage, educate, and inform the advisor community.

4 OUR PARTNERS

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

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

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8 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.

9 AUDIENCE PROFILE Financial Advisors, Managers & Licensed Personnel 89% Wirehouse 21%, Regional 22%, Independent 25%, RIA s 21% Active 500,000+ monthly page views generated by over 150,000 unique visitors Social AdvisorHub has access to over 150,000 financial professionals through LinkedIn networks, Facebook and Twitter. Engaged 54% of our audience actively attends webinars AUM 50% have over $100 million in assets under management Producers 55% have an annual production greater than $500,000, including 31% greater than $1,000,000 Licensed 86% Series 7 or 65 licensed for 10 years or more. 80% are also insurance licensed Sources: 2017 Clientize User Survey; Google Analytics, May 2017

10 AUDIENCE SEGMENTATION CAPABILITIES AdvisorHub can segment its readership - via dedicated s and newsletters - by many dozens of subsets, but here is a list of the segments that likely will be of immediate interest: - WireHouse - Regional - Independent Broker-Dealer - Registered Investment Advisor The above segments can be sub-segmented by the following criteria: - Firm Name (Merrill Lynch, Morgan Stanley, LPL, up to 4,000 firm names) - Geography including City, State, Zip Code - Assets Under Management - Clearing Platform/Custodian Optimal segmentation available for dedicated s, newsletters, events, webinars, and surveys/research.

11 PARTNER INTEGRATION

12 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.

13 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.

14 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.

15 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.

16 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; 100K per send, 3x daily. Looping restricted to three cycles, standard rich media permitted.

17 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; 100K per send, 3x daily. 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.

18 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.

19 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

20 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).

21 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.

22 AdvisorHub Content Studio Turnkey solution for partners who would like to take advantage of native content opportunities to promote their business, but may have limited internal resources. AdvisorHub will facilitate the process from topic ideation to draft coordination to completed piece. Content can be used in various ways across AdvisorHub including dedicated s, custom partner microsites, and integration within our Resources section. Partner will then own this content to be used in AdvisorHub promotions and all of their marketing initiatives. Consultancy - Concept Ideation - Content Creation Media Strategy - Media Placement Audience Engagement - Audience Data Analysis Pricing available upon request.

23 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

24 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.

25 FEATURED CONTENT

26 AdvisorHub FinTech AdvisorHub FinTech allows organizations to highlight their FinTech products to our elite audience of financial advisors and position their organization as a leader in financial advisor technology. Advisors will be able to search our database of partner products and find a solution that fits their needs. Fintech product pages give your organization the opportunity to showcase your solutions with descriptions, contact information and additional content such as: - Articles - Whitepapers - Webinar replays - Video - Blog posts - Product testimonials

27 AdvisorHub Markets AdvisorHub Markets Market Headlines Market Data & Analysis Top Movers Sector Performance Markets Sponsorship 50% SOV 728x90 50% SOV 300x % SOV Sponsor Logo Sponsor content featured in 2 nd slot, once per week

28 AssetLink Powered by AdvisorHub AssetLink is a dynamic online resource that allows financial advisors, asset management firms and their wholesalers to more efficiently connect through our on-demand exchange platform. Wholesalers can increase visibility and stay top of mind when a financial advisor needs a proposal fulfilled or guidance on adding a particular investment vehicle to their portfolio. AssetLink is the right place to put your firm s products in front of our audience of financial advisors at the right time. Asset Link Company Page Position your organization as a leader with financial advisors. Have your wholesalers claim their profile by listing their professional bios, specialties, skills and contact information. Partner wholesalers are alerted to projects or inquiries that are posted by FA s. Wholesalers then respond through a private messaging system by which advisors and wholesalers can communicate. Integrate original content from your organization.

29 CONTACT US Bob Edmunds SVP, Sales & Strategy (917) Jon Kneifl Director of Sales (240) Joe Van Scyoc Director of Sales, Northeast (917)