Wealth Manager Magazine
|39,655||Total Universe / Universe Rate||$160.00/M|
|39,655||Former Business address Subscribers||$160.00/M|
Published by Summit Professional Networks, an ALM Business
"Build, Preserve, Endow"
Wealth Manager was the essential resource for financial planners, brokers, and investment advisers who managed assets for individuals of high net worth. These were the top financial experts in the country. The site's comprehensive coverage, no-nonsense featured, breaking news, eNewsletters, webinars, podcasts and blogs were designed to assist advisors and planners to build, sustain, and expand their successful practices.
Wealth Manager reached presidents, owners, partners, principals, directors, senior executives, vice presidents, investment and portfolio managers, money/fund managers, CPA's, lawyers, and others allied to the financial planning field.
Most investors, whether they were individuals with a few hundred dollars to invest or large institutions with millions, used securities, commodities, and financial services sales agents when buying or selling stocks, bonds, shares in mutual funds, insurance annuities, or other financial products. In addition, many clients sought out these agents for advice on investments, estate planning, and other financial matters.
These high-income individuals were financially savvy and highly-driven to succeed. This made them very good prospects for a variety of offers. Many of these professionals operated their businesses much like a SOHO.
In addition, they were responsible for keeping their professional licenses current through in-service training and continuing education.
Wealth Manager Subscriber Profile:
64% Are independent advisors, financial planners, investment service providers
27% Are independent, regional and national brokers
80% Have been financial advisors for ten or more years
94% Work at firms with fewer than 50 employees
56% Work at firms with fewer than 10 employees
Average amount of money personally managed is $48 million
Job Title (20.00/M) Investment / Portfolio Manager 8,845 President / Owner / Partner/Principal 17,125 Manager/Director / Vice President 8,803 Sales Assoc 5,450 Financial Planner 10,500 Registered Rep 6,605 Financial Advisor/Planner 11,079 Registered Advisors 6,605 Brokerage 9,778 Producers 2,105 Independent Agent/Advisor 3,214 Insurance Agent/Broker 2,869 Captive Agent 1,288 Other 9,172 Business / Industry Type (20.00/M) Financial Planners 21,075 Independent Brokerage 4,235 Regional Brokerage 10,437 National Wirehouse 1,424 CPA 936 Investment Advisor/RIA 26,972 Securities Brokerage/Broker Dealer 4,808 Registered Rep 6,968 Other 2,033 Residential count (15.00/M) Residential count 7,797