When It Comes to Financial Advisors, We Know Them All

Leverage our marketing solutions and audience data to grow your business.

Explore Our Audience

Wealth Audience

450,000+

Wealth Management Professionals — Including 100% Penetration of the Financial Advisory Community

Advisors

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Wealth Planners

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Plan Advisors

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Monthly Page Views

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Monthly Visitors

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Driving measurable business results

and buying insights through marketing program development and targeting to guide prospective buyers from discovery, to consideration, to purchase.

Leveraging deep behavioral data

and sophisticated marketing technologies for customers to engage audiences with relevant, informative and timely content.

Marketing Solutions

Research

Guide your strategy, gain insights, stay ahead of the competition.

Research

Lead Generation

Engage target audiences, generate and qualify leads through behavioral scoring to shorten the sales cycle.

Lead Generation

Branding

Reach a large or hyper-targeted audience via display, newsletters, programmatic, native, and print options.

Branding

Thought Leadership

Fuel content marketing strategies with visual storytelling, content creation services and lead conversion programs.

Thought Leadership

Our Experts

  • David Armstrong
    David Armstrong Director of Editorial Strategy & Operations for the Wealth Management Group

    David Armstrong oversees editorial operations for the Informa Wealth Management Group including WealthManagement.com, Trusts & Estates and WMRE. Dave also develops the content strategy for RIA Edge, RPA Edge, WealthStack, Inside ETFs and WMIQ Research.

  • David Bodamer
    David Bodamer Executive Director of Content

    David is a well-known expert in commercial real estate investment. He has won multiple awards from the National Association of Real Estate Editors and is a past finalist for a Jesse H. Neal Award.

  • Susan Lipp
    Susan Lipp Editor in Chief, Trusts & Estates

    Susan R. Lipp is editor in chief of Trusts & Estates magazine, the WealthManagement.com Journal for estate-planning professionals. She oversees both the print and online version of T&E, as well as the monthly e-newsletter articles.

  • Shannon Rosic
    Shannon Rosic Director of WealthStack Content & Solutions

    Shannon supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry.

  • Davis Janowski
    Davis Janowski Senior Editor, Technology Columnist

    Davis oversees technology coverage as a senior editor and also contributes stories and columns. Over the years he has spoken at numerous industry conferences, and his work has also appeared in The New York Times.

  • Diana Britton
    Diana Britton Managing Editor

    Diana covers asset management and independent broker/dealers from all angles. She’s also the host of The Healthy Advisor, a podcast focused on advisor health and wellbeing.

  • Marianne Rivera
    Marianne Rivera Publisher

    Marianne is a results oriented publisher with 20+ years’ experience. She specializes in identifying new business opportunities and works with clients to provide solutions to implement their marketing campaigns. She represents WMRE and WealthManagement.com

Our Brands

wealthmangement_com_4c4x_2022

Provides investment ideas, insights and analyses for wealth management professionals looking to stay knowledgeable about the industry, build stronger relationships, improve their practice and grow their business.

Serving 450,000 financial advisors and planners across all advisory channels.

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trust-and-estates_rgb

Trusts & Estates was conceived by top practitioners who wanted to air their views, share best techniques, and promote understanding of government policy and legal decisions.

Trusts & Estates is the leading information source for advisors.

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