Research Magazine

Published by ALM Media. Research Magazine reaches financial professionals who read Research magazine for relevant topics on the investment and financial planning industry. These magazine subscribers are independent or regional financial professionals and national full-service firm brokers who read the magazine for advice on how to better serve clients.

SEGMENTS
59,723 Total Universe / Universe Rate $160.00/M
59,723 Former Subscribers $160.00/M

Description

Published by ALM Media.

 

Research Magazine reaches financial professionals who read Research magazine for relevant topics on the investment and financial planning industry. These magazine subscribers are independent or regional financial professionals and national full-service firm brokers who read the magazine for advice on how to better serve clients. These financial strategists rely on Research Magazine for their coverage of ETF news and data, in depth looks at key retirement trends, information analysis and global financial trends. They have the purchasing power to buy products for business operation including computers, software, business wear, telecommunications systems, electronic devices, office supplies, and office furnishings.

 

These professionals are in the market for accurate news sources, education, and industry events on client business relations, marketing, marketplace trends, and financial product offerings. Research Magazine delivers timely articles for investment professionals seeking information on industry topics as diverse as advisor training, retirement planning, wealth management, investing overseas, financial reform, and financial marketplace volatility.

 

Subscribers are engaged in a variety of industries allied to the financial services including national wirehouses, regional brokerages, and bank brokerages. They are experts in their field and a driving force behind the multi-trillion dollar investment scene. "They control $6.4 trillion for over 30 million investors and direct $1.75 trillion into investment products. They offer investment vehicles like stocks, bonds, annuities, options, and insurance products. They search for the investment that gives clients the greatest ROI to grow their wealth, plan for retirement, fund college tuitions, or purchase major capital expenditures.

 

Professionals on Research Magazine are responsive to marketing offers from retailers, direct mail marketers, industry trade publications, government regulators, insurance companies, mutual fund providers, event coordinators, and continuing education providers. Multi-channel marketing is available.

SELECTS
State / SCF / Zip $15.00/M
Gender $15.00/M
Job Function $20.00/M
Type of Firm $20.00/M
Total Assets $20.00/M
Type of Licenses Held $20.00/M
ADDRESSING
Key Coding $3.50/M
P/S Labels $15.00/M
RUN CHARGE $10.00/M

Profile



		
Job Function   (20.00/M)
Senior Management 	4,853 	
Stock Broker 	2,269 	
Stockbroker/FA/FP/RIA 	24,696 	
Financial Planning 	22,706 	
BRanch Mgmt 	2,471 	
Registered Advisors 	2,885 	

		
Type of Firm   (20.00/M)
National Wirehouse 	15,204 	
Regional Brokerage 	8,314 	
Independent Brokerage 	7,573 	
Registered Investment Advisor 	11,432 	
Other Primary Business 	3,400 	
Financial Planning 	8,996 	
Bank Brokerage 	3,928 	

		
Total Assets   (20.00/M)
$50 million - $99.9 million 	8,819 	
$25 million - $49.9 million 	6,614 	
Under $24.9 million 	6,819 	
$100 million - $249.9 million 	7,697 	
$250 million - $499.9 million 	2,947 	
$500 million or more 	3,183 	

		
Type of Licenses Held   (20.00/M)
Series & NASD 	36,187 	
Series ( & 10 NASD 	4,698 	
Series 24 NASD 	7,009 	
Series 6 NASD 	11,676 	
Series 26 NASD 	2,577 	
Series 65 NASD 	21,009 	
CFP 	10,390 	
CHFC/CLU 	3,603 	
CPA 	2,516 	
Other 	10,568 	


Ordering Instructions

  • 5,000 Name Minimum Order $0.00 Minimum Price
  • Net Name is allowed ($10.00/M Run Charge)
  • Please Inquire about Exchange
  • Broker Commission 20% on base
  • Agency Commission 15% on base
  • Please Inquire about Reuse
  • Cancellation fee at $100.00/F: Orders cancelled prior to merge are subject to a $100/F cancellation fee plus any applicable production charges. Orders cancelled after merge purge are payable in full. All orders are approved on a reciprocal rental.