When It Comes to Financial Advisors, We Know Them All

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

Wealth Audience

435,000+

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

Producing Advisors

0 K

Wealth Planners

0 K

Plan Advisors

0 K

Avg Monthly Page Views

0 M

Unique Monthly Visitors

0 K

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

Branding

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

Thought Leadership

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

Lead Generation

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

Research

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

Our Experts

  • Kelly Lambert
    Kelly Lambert Senior Program Manager

    As part of the Informa Engage team, Kelly and her team of program managers, develop, execute and deliver simple to complex marketing programs. She has a specialized focus in thought leadership and lead generation campaigns.

    • David Armstrong
      David Armstrong Editor-in-Chief

      David Armstrong is editor-in-chief of WealthManagement.com. He’s a longtime business journalist who spent 10 years at Forbes magazine, and previously held reporting positions at Foxnews.com and McGraw-Hill.

      • David Bodamer
        David Bodamer Executive Director of Content & User Engagement for NREI

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

        • Christian Webb
          Christian Webb Digital Product Manager

          With over 25-years of advertising and marketing experience in the B2B space, Christian serves as Digital Product Manager, setting product vision and strategy for WealthManagement.com and NREI.

          • Marianne Rivera
            Marianne Rivera Publisher

            Marianne is a results oriented publisher with 20+ years’ experience. She works closely with William O’Connor to identify new business opportunities and works with clients to provide solutions to implement their marketing campaigns. She represents NREI and WealthManagement.com

            • Kristina Niemi
              Kristina Niemi Head of Sales

              Kristina is the Head of Sales for Wealth Portfolio publishing suite. She oversees the team that develops and executes custom marketing programs for our clients. Kristina has been in advertising for 30 years and has been focusing on the financial vertical for 20 years.

              • Susan Lipp
                Susan Lipp Editor of 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.

                Our Brands

                wm-site-logo

                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 435,000 financial advisors and planners across all advisory channels.

                nrei-logo

                Long recognized as the leading authority on major trends in the commercial real estate markets—providing top-level executives with in-depth insights and analyses of important developments in the industry.

                Serving  CRE corporate executives and senior-level managers.

                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.

                Start typing and press Enter to search