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Wealth Manager Magazine

"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.

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39,655 Total Universe / Universe Rate $160.00/M
39,655 Former Business address Subscribers $160.00/M

DESCRIPTION

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

 

PROFILE

  • 
     		
    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 		  

 

ORDERING INSTRUCTIONS

 

SELECTS

Job Title $20.00/M
Bus/Industry Type $20.00/M
SCF $15.00/M
State $15.00/M
Zip $15.00/M

ADDRESSING

Key Coding $3.50/M
EMAIL $100.00/F
P/S LABELS $10.00/M
RUN CHARGE $10.00/M