A Trusted Destination for Financial Advisors

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Why Financial Advisors Read AdvisorHub

AdvisorHub is the definitive and trusted source of news and information for Financial Advisors who are

looking to advance their practice — from evolving affiliation models, to enhanced products, solutions

and services for their clients and to the technology and tools to support client engagement.

Client’s Financial Wellness

- Timely Market News and Investigative Journalism

- Expanding MF and ETF coverage

- Content from Asset Managers

- Boutique Section

- FinTech Section

Financial Advisor’s Business & Career

- Wirehouse/RIA/Broker-Dealer News

- Recruiting Deals

- Compensation Data

- Industry Commentary

- AH Institute Library

- Podcast Center

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Award Winning Editorial & Award-Winning Financial Marketing Partner

Neal Award - Journalistic Excellence

Engaged Audience - Reader Comments/Interaction

Audience: +25%; Page views: +70%

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AdvisorHub is Expanding!

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AUDIENCE PROFILE

Financial Advisors, Managers & Licensed Personnel – 89%

Wirehouse – 21%, Regional – 22%, Independent – 25%, RIA’s – 21%

Active: 600,000+ monthly page views generated by over 180,000 unique visitors

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.

Engaged: 54% of our audience actively attends webinars

Licensed: 86% Series 7 or 65 for 10 years or more.

Insurance: 80% are insurance licensed.

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AUDIENCE SEGMENTATION CAPABILITIES

AdvisorHub can segment our readership - via dedicated emails and custom 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 emails, events, webinars, and surveys/research

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PARTNER INTEGRATION

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AdvisorHub Partners – Advertising and Content Marketing

Thought-Leadership Opportunity: Native/Content Program

Client’s Content Marketing can be featured in AdvisorHub Newsfeed.

Program includes:

- Content embedded within Newsfeed for 48 hours – starting from the

lower left brick and moving right (Brick 4 through 7)

- Content lives on within Resources section

- Content promoted within daily newsletters

- Potential Vehicle for Lead Generation/Acquisition Campaigns.

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Thought-Leadership Opportunity:

Native/Content Program

Promotion: “From Our Partners”

Content Marketing sent directly to 75,000

Financial Advisors

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Thought-Leadership Opportunity – Special News Report Newsletters

Content marketing, or “Insights”, anchor a newsletter focused on a

mutually-agreed upon topic that’s relevant to Financial Advisors.

Program Consists of:

- 1-2 Client - created content pieces

- 3-4 AdvisorHub - created content pieces

- Client’s content displayed in AdvisorHub newsfeed and archived in Resources

- Display ads on newsletters (300x250, 728x90)

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AdvisorHub Special News Report Calendar - Topics for 2020

Closing Date: 4 Weeks Prior to Issue Date.

Health & Wealth

Retirement Planning

ETF/Mutual Funds

Practice Management

RIA Outlook

Clearing and Custody

Model Portfolios

Cryptocurrency

ESG/Sustainability

FinTech

investing in Volatile Markets

Fixed Income

Philanthropy

Active Investing

Factors

Cybersecurity

Broker/Dealer Outlook

Defined Contribution

Insurance

Women in Wealth Management

Recruiting Outlook

2020 Investment and Wealth Management Outlook

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Lead Generation Opportunity: Dedicated Emails

Direct Messaging to Key Prospects.

Program Consists of:

- Email sent to 130,000 Financial Advisors

- Client supplies HTML.

Example of Data Collection in conjunction with Discovery Data

- Name

- Firm Name

- Email

- CRD Code

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Newsletter Roadblock

Own both display ad units on email to 75,000 FA’s.

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InterstitialsBest – Performing Ad Units

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728x90 Leaderboard

• Appear at the top of all pages.

300x250 Rectangle

• Appear above the fold on most pages.

300x600 Half Pages

• Larger space for advertisers to display their

• message and can offer users rich engagement.

970x250 Billboard

• Heighten brand awareness and drive landing page

visits via high-awareness billboard units. These eye

catching placements allow for a larger, more

interactive, and more memorable execution.

FlyGuy

• When a user enters a page, “The FlyGuy” slides onto

the screen, from the lower right hand side, and will

display both branding and/or content. Upon clicking,

visitors will be taken to a unique landing page.

Display Advertising Units

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Audio Marketing Opportunity: Podcasts

Client’s Podcasts featured in the newly-created AdvisorHub Podcast Section.

Program includes:

- Custom Podcast page with listing of client’s Podcasts

- Promotion of every new Podcast within our Daily Newsletters

Sponsorship of AdvisorHub Podcast.

- Tony Sirianni, CEO of AdvisorHub, hosts a Podcast series

featuring industry leaders in wealth and asset

management.

Webinars

Share your thinking with AdvisorHub’s audience of top advisors.

Co-present with AdvisorHub.

Webinar completely facilitated by AdvisorHub, from registration to post-

meeting communications.

Potential topics include but not limited to:

Factor-Based Investing

ETFs

Tax - Planning

Fixed-Income

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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 emails, 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.

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Deals and Comp – Your Recruiting Headquarters

“Money in Motion” is the Premise behind AdvisorHub’s most unique offering

Our Deal and Comp, Recruiting Wire and Advisor Moves sections have been specifically

designed to capture the attention of Financial Advisor’s who are researching their options when

considering transition.

All firms looking to recruit, and all asset managers hoping to capture “Funds in Transition” ,

should be top of mind at this critical point when a Financial Advisor is “in motion”

and ready to move their clients’ assets

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Customized Deals Page

Our Deal Page Microsite provides Wirehouse, Independent, Regional

and RIA firms 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

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AdvisorHub Partners – Deals and Comps Partners

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FinTech Page

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 - Video

- Whitepapers - Blog posts

- Webinar replays - Product testimonials

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4th Annual AdvisorHub ”Industry in Transition” Summit: November 18, 2020

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