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M e d i a P l a n n e r 2014

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2014invested in advisors

2

invested in advisorsFinancial Planning empowers the community of independent advisors with the knowledge and practical information they need to grow their businesses and guide their clients. Financial Planning is the most trusted resource for advisors who know their success depends on helping investors achieve their financial dreams.

Financial Planning has evolved with the changing face of communication into a fully integrated media network of print, digital, online, video, mobile and live events to fully engage our audience of more than 243,000+* independent advisors through the preferred media of their choice.

With its concentration on practice management, investing and client management, Financial Planning is the go-to source of independent advisors who need actionable ideas, information and strategies they can use immediately to manage their businesses, their investors and their investments.

Financial Planning delivers a platform of strategic solutions, media products and custom content to meet — and enhance — your 2014 strategic marketing objectives.

What’s NeW iN 2014?Check out our new, content-driven opportunitiesSee pages 10-12 for details.

*Source: August 2013, Publishers Own Data

March 2013

Vol. 43/N

o. 3Financial Planning

GLENN KAUTTExtreme Performancep. 27

HIGH NET WORTHNew ApproachFor Trustsp. 33

CLIENTDumpingGun Stocks?p. 65

“We would be fools to think that 10 years from now our model is still going to work,” says Brandon Moss, managing director of United Capital’s Dallas-area operations. “It has to evolve.”

2023Is this man the advisor of

the future? And should your practice be more like his?

planning

INVested IN AdVIsors / MArCH 2013

Financial-Planning.com

FP Cover 03-01-13 FP FP030113_Co1 1 2/14/13 9:24:13 AM

March 2013

Vol. 43/No. 3

Financial Planning

GLENN KAUTTExtreme Performancep. 27

HIGH NET WORTHNew ApproachFor Trustsp. 33

CLIENTDumpingGun Stocks?p. 65

“We would be fools to think that 10 years from now our model is still going to work,” says Brandon Moss, managing director of United Capital’s Dallas-area operations. “It has to evolve.”

2023Is this man the advisor of

the future? And should your practice be more like his?

planning

INVested IN AdVIsors / MArCH 2013



EvEnts

E-nEwslEttErs

MobilE ApplicAtions

print/DiGitAl issUE

wEbsitE

viDEo



3

awards & Recognition national silver award

The American Society of Business Publication Editors (ASBPE) honored Financial Planning with a 2013 National Silver Award for Front Cover Photo and a Regional Gold Award for Front Cover Photo.

a look aheadWhen a team wins the Super Bowl or World Series, what do fans expect a year later? Without a doubt, that the team will win again. You don’t hear fans say, “They won last year – it’s not realistic to hope to win two years in a row, so I’ll settle for something less.” The human mindset typically revolves around what-have-you-done-for-me-lately thinking, and Financial Planning is no exception.

With the stock market on a tear through much of 2013, many advisors will have a tough time in 2014 handling “irrationally exuberant” clients. Advisors also will be anticipating the potential of new regulations on wealth managers, and a growing number will undoubtedly be focused on succession planning.

For more than four decades, Financial Planning’s readers have relied on us for news, analysis and commentary to help them best manage their practices and best serve their clients.

On behalf of the entire staff, we look forward to keeping you informed every day.

Regards,Scott Wenger Editor-in-Chief, Financial Planning

Editorial Director, Investment Advisor Group

editorial team

editoRial excelleNce

signature issues

• RIA Leaders

• The FP50: Annual Broker-Dealer Survey

• FP Tech Survey

• Influencer Awards

• Pro Bono Awards

online Features

• E-Newsletters (Delivered daily, weekly, and monthly)

• Social Networks (Twitter, LinkedIn, Facebook)

• Slideshows (Rankings, winner profiles, etc.)

• AdvisorTV (In-depth conversations with industry experts)

58% of subscribers say Financial Planning most influences how they manage their business.

Source: 2013 Lodestar Audience Study

Scott Wenger Editor-in-Chief

Samantha Allen Digital Managing Editor

Ann Marsh Senior Editor & West Coast Bureau Chief

Charles Paikert Senior Editor

Rachel Elson Executive Editor

Paula Vasan Senior Digital Editor

Andrew Pavia Associate Digital Editor



4


setting the standardFinancial Planning consistently expands its editorial platform to meet the changing needs of today’s advisor. We feature in-depth coverage, special reports and expert commentary to address the specific challenges facing independent advisors.


Invested In AdvIsors / jAn. 2013

january 2013

vol. 43/no. 1

Financial Planning

RIA LEADERS

Rob Francais, CEO of Los Angeles-based Aspiriant, which ranked No. 1 for growth and No. 3 by AUM.

HNWData Mining for the Ideal Clientp. 31

Practice8 EssentialApps For RIAsp. 52

PortfolioPaying Less For ETFsp. 58

Our annual ranking of the 50 biggest fee-only firms, plus the 50 fastest-growing and 50 emerging. p. 34

Also, the 15 top custodians. p. 46

FP Cover 01-01-13 FP FP010113_Co1 1 12/5/12 6:39:47 PM

June 2013

Vol. 43/No. 6

Financial Planning


INVested IN AdVIsors / JUNe 2013

america’s BiGGesT iNDePeNDeNT

BrOKer-DeaLers

Slower GrowthThe industry hits a speed bumpafter steady expansion.p. 54

BIG dataAn expanded look at the numbers driving the rankings.p. 64



retirementthe

issue

Glenn Frank, a partner at Lexington Wealth Management in Lexington, Mass., often refers clients to a geriatric care specialist.

Invested In AdvIsors / sept. 2013

inside:

Geriatric Strategists

p. 54

401(k)

Opportunities for Advisors

p. 62

Obama’s

6 Proposals: Winners & Losers

p. 83

september 2013

vol. 43/n

o. 9Financial Planning


OUR ANNUAL STUDY OF ADVISORS’ TECHNOLOGYPRACTICES AND PREFERENCES – FOCUSING ON

MOBILE, SOCIAL MEDIA, ADVISOR PLATFORMSAND MORE. PLUS A FEW SURPRISES. p. 56


Invested In AdvIsors / deC. 2012

decem

ber 2012

vol. 42/no. 12

Financial Planning SURVEY

HigH Net WortHMassive Wealth

Transfer Underwayp. 45

PracticeGetting Clients

To Say ‘Yes’p. 67

clieNtUp-and-Down

Income Challengesp. 79


digital aNd PRiNt FeatuRes

• PRactice: includes reports on managing, staffing, marketing, compensation, profitability issues and more.

• clieNt: Meeting changing needs of clients, planning for retirement, life insurance, iras, small business plans, tax planning and life-stage issues.

• Ria iQ: Focuses on issues specific to registered investment advisors.

• high Net WoRth: Covering strategies and tactics on working with high-net- worth and ultrahigh-net-worth clients.

• PoRtFolio: articles on asset management, investment strategies, mutual funds, etFs, hedge funds and other investment products.

• tech tools: anchored by our monthly technology column by Joel Bruckenstein. additional stories on tech planning and what it means for planners.

• iNteRVieW: Q&a with top industry leaders.

• hot toPics: news updates on the independent planning community.

exclusiVe FeatuRes

RetiRemeNt adVisoR coNFideNce iNdex: A composite index of business conditions in the U.S. wealth management and retirement planning sector. A result of Financial Planning's monthly survey of more than 300 financial advisors.

WomeN adVisoRs FoRum: An editorial extension of our Women Advisors Forum multi-city conference series and online networking community.

savvy monthly insight from Financial Planning thought leaders Bob Veres, John Bowen, glenn Kautt and dave grant.



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leading ContriBUtors Financial Planning's contributors include some of the most well respected, renowned industry voices and leaders in the financial planning profession.

the Financial Planning Pro Bono awards recognize the community work of advisors who have contributed their time and talents to helping those in need take control of their finances, in partnership with the Foundation for Financial Planning. Awards are granted to active or retired financial planners, registered representatives or registered investment advisors:

Planner of the YearPresented to a financial planner who has made a significant contribution to a nonprofit organization by offering pro bono financial planning and/or instruction in financial life skills.

team of the YearPresented to a group of financial planners (office, practice, chapter) who have made a significant contribution to a nonprofit organization by offering pro bono financial planning and/or instruction in financial life skills.

Honorees will be announced in August. Please ask about sponsorship opportunities.

Joel BRucKeNsteiN, CFP, is co-creator of the Technology Tools for Today conference series and technology guides for advisors.

allaN s. Roth, MBA, CPA, CFP is founder of the planning firm Wealth Logic in Colorado Springs, Colo. He is also an adjunct faculty member at the University of Denver.

JohN J. BoWeN JR is founder and CEO of CEG Worldwide in San Martin, Calif., a global training, research and consulting firm for advisors.

maRtiN m. sheNKmaN, CPA, MBA, PFS, JD, is an estate planner in Paramus, N.J., and author of 35 books, including Funding the Cure. He runs Laweasy.com, a free legal website.

daVe gRaNt, CFP, is founder of Finance for Teachers, a planning firm, and Fee Only Consulting, in Cary, Ill. He is also the founder of NAPFA Genesis.

ed slott, a CPA in Rockville Centre, N.Y., is an IRA distribution expert, professional speaker and author of many books on IRAs.

cRaig l. isRaelseN Ph.D., is an associate professor at Utah Valley University's personal financial planning program. He is also the developer of the 7Twelve Portfolio.

BoB VeRes is publisher of planning industry website Inside Information, which keeps advisors on the cutting edge of practice management, marketing and client service issues around the profession.

gleNN g. Kautt, CFP, EA, AIFA, is vice chairman of Savant Capital Management, based in Rockford, Ill.




6

Print/Digital Magazine115,100

Duplicated Audience

55,036

Online/ E-Newsletters

182,627

*Source: August 2013 Publishers Own Data

AUDIENCE REACH

57% of readers say that Financial Planning provides the most help in building their business.

Business/industry** method of compensation***

45%78.1%

6.5%accounting Firm

23%

17%

13%Fee only

salary

Commission only

15.3%

independent Broker-dealer Firm

**June 2013 BPA Circulation Statement*** 2013 Lodestar Audience Study

(Pass-along based on a qualified print audience of 115,100 subscribers)

TOTAl UNiqUE AUDiENcE

242,691*indePendent advisors

audieNce

total Print audience with Pass-along 207,065***

100% direct request**

independent Financial Planning Firm/ria/investment advisory

Combination of Fee and Commission

readers have downloaded the Financial Planning app for iPad/iPhone or Android** 47,208FAST FACT

social • 16,477 Twitter Followers • 3,475 LinkedIn Members • 2,284 Facebook Likes * Totals As of September 2013



7

audieNce

AUDIENCE AT A GLANCEsuccessful

experienced• Average age: 50 years old• 20 years industry experience• 96% have a Series 6 or 7• 82% Male / 18% Female• $228,000 average household income• 84% have a college degree or higher

loyal and engaged• 97% say Financial Planning has maintained or increased

it’s value over the past year• 58% say financial-planning.com is the clear leader in providing online information resources*• 50% visit us online one or more times per week*

Recommends Products/services • 66% Life Insurance • 58% 529/College Savings Products • 56% 401(k)s/403(b)s/457s • 55% Mutual Funds - No Load • 52% ETFs • 48% Variable Annuities

Responds to advertisingin the last 12 months, Financial Planning readers took the following actions in response to seeing an advertisement.• 40% visited an advertiser’s web site• 34% Downloaded content• 19% recommended an advertised product/service to a colleague• 18% recommended an advertised product/service to a client

45% of subscribers have purchased or recommended a product/service based on an ad in Financial Planning.

Source: 2013 Lodestar Audience Study *Represents readers who primarily read/access FP through the website, mobile version of the website, or e-newsletter.

Source: Google Analytics, June-August 2013

126average client base

$12.3 millionassets invested annually on

behalf of clients

5.2 years length of readership

$99 million assets managed on behalf of clients

53 minutes average time spent reading each issue

$1.8 million average client account value

engaged online audience of independent advisors

161,428 monthly unique visitors and

815,429 monthly page views.



8

editoRial caleNdaR

issue editoRial Focus editoRial WeB semiNaR BoNus distRiButioN

JaNuaRYsPaCe Close: 11/19Materials dUe: 11/28

SPEciAl REPORT: RiA leaders ranking the top financial advisors in the industry by aUM and aUM growth, plus the top emerging firms and top custodians.

• Best practices & strategies from the top rias

• Fsi onevoice Conference• iMCa nY Consultants Conf.• td ameritrade

FeBRuaRYsPaCe Close: 1/3Materials dUe: 1/9

cOVER FEATURE: Taxessmart ideas to help your clients before april 15 and year-round.

• savvy strategies to help your clients

• td ameritrade• iri Marketing Conference• t3 technology tools

For today

maRchsPaCe Close: 1/30Materials dUe: 2/6

SPEciAl REPORT: compensation From solo practices to the biggest rias, a closer look at compensation levels in the independent universe.

• the best compensation model for you

• asPPa 401(k) summit• MMi sales & Marketing

leadership summit

aPRilsPaCe Close: 2/21Materials dUe: 2/27

cOVER FEATURE: Regulation & compliance the rules and laws that will shape the way independent advisors do business.

• Preparing your practices for regulatory changes

• tiburon Ceo summit XXii• iMCa annual Conference• Capital link Closed-end etFs

Forum

maYsPaCe Close: 4/4Materials dUe: 4/10

cOVER FEATURE: Fighting Fraud how advisors can protect themselves and their clients from new, highly sophisticated scams.

• Protect your practice and your clients

• iCi general Membership Meeting

• naPFa national Conference• Women advisors Forum (dallas)*

JuNesPaCe Close: 5/2Materials dUe: 5/8

FP50: The 29th Annual Survey of independent Broker-Dealersour rankings of the top firms by revenue, payouts, production, clients and accounts, and high-end accounts, as well as the top networks.

• inside the FP50 survey • Pershing insite• Morningstar investment

Conference• Women advisors Forum

(new York)*

iN eVeRY issue columNists

ê Practice: how to best manage and build your practiceê client: attracting, retaining and managing your clientsê Portfolio: analysis and insight on investment concepts, mutual funds, etFs and annuitiesê RiA iq: news for the registered investment advisor communityê HNW: strategies and tactics on working with high-net- worth and ultrahigh-net-worth clients

industry insight - Bob veres

elite advisor - John Bowen

Practice consultant - glenn kautt

Tech Tools - Joel Bruckenstein

New generation - dave grant

ê interview: Q&a with top industry leadersê Women Advisors Forum: insights for women advisors and details on upcoming forumsê Retirement Advisor confidence index: our monthly index on business conditions for wealth managersê My Wordê FP.comê Editor’s Viewê calendarê cE quiz

editorial Coverage subject to Change. Please contact your sales manager for the latest schedule.*sourceMedia events and conferences

FRee ad testiNg



9

editoRial caleNdaR

issue editoRial Focus editoRial WeB semiNaR BoNus distRiButioN

JulYsPaCe Close: 5/23Materials dUe: 5/29

cOVER FEATURE: Fix Your Practice Now smart strategies and new ideas to upgrade your practice.

• leading ideas on upgrading your practice

augustsPaCe Close: 7/2Materials dUe: 7/9

cOVER FEATURE: Pro Bono Awardsrecognizing advisors who help others – and help the industry.

• how advisors can help

sePtemBeRsPaCe Close: 8/1Materials dUe: 8/7

SPEciAl REPORT: Retirement Solutions smart strategies on maximizing client assets for retirement.

• top retirement solutions • iri insured retirement institute

octoBeRsPaCe Close: 8/21Materials dUe: 8/27

cOVER FEATURE: influencer Awardsrecognizing advisors who are leaving their mark on the industry.

• Build your influence in the industry

• FPa annual Conference• sri Conference• naPFa Fall Conference• Women advisors Forum (Chicago)*

NoVemBeRsPaCe Close: 10/2Materials dUe: 10/8

SPEciAl REPORT: Standout Schoolsthe best schools for the new generation of planners – and the firms that want to recruit them.

• Best schools to recruit planners • schwab iMPaCt• Women advisors Forum (southern Ca)*

decemBeRsPaCe Close: 10/31Materials dUe: 11/6

cOVER FEATURE: FP Tech Surveyidentifying the trends, software and gadgets that advisors need most.

• leading planning technology trends

FRee ad testiNg

editorial Coverage subject to Change. Please contact your sales manager for the latest schedule.*sourceMedia events and conferences

iN eVeRY issue columNists

ê Practice: how to best manage and build your practiceê client: attracting, retaining and managing your clientsê Portfolio: analysis and insight on investment concepts, mutual funds, etFs and annuitiesê RiA iq: news for the registered investment advisor communityê HNW: strategies and tactics on working with high-net- worth and ultrahigh-net-worth clients

industry insight - Bob veres

elite advisor - John Bowen

Practice consultant - glenn kautt

Tech Tools - Joel Bruckenstein

New generation - dave grant

ê interview: Q&a with top industry leadersê Women Advisors Forum: insights for women advisors and details on upcoming forumsê Retirement Advisor confidence index: our monthly index on business conditions for wealth managersê My Wordê FP.comê Editor’s Viewê calendarê cE quiz



10

exclusiVe sPoNsoRshiP oPPoRtuNities

Financial Planning’s 30 days/30 Ways is a new, interactive media vehicle delivering to advisors daily tips, insights and guidance from industry experts on how advisors can take their practice to the next level of achievement and growth.

through a multi-media platform, 30 Ways/30 days, attracts, engages and instructs a highly insightful audience of advisors every day, for a complete month, by providing exclusive “building block” content and the “tip of the day” on our microsite and daily e-mail, with content originated by top advisor coaches.

PRogRam iNcludes:

• Website advertising: Full take-over of all advertising below the brand

header on the micro-website and “Sponsored By” logo treatment.

• daily “tip of the day” email: Delivered for 30 Days to 93K opt-in

subscribers. Includes exclusive 300x250 sponsor ad and “Sponsored

By” logo treatment.

• Pre-roll ad: Positioned on all “30 Days” topic videos

(1 per/week minimum).

• exclusive 300x250 ads: Located within the mid-month and month

end slide shows.

• social Feeds: Sponsor twitter handle mentioned three times (3x) per

week in the brand tweets with the Hashtag “#30Days30Ways.”

• logo Placement: “Sponsored By” logo treatment included.

• ability to add: Videos, whitepapers, article links.

ask about exclusive sponsorship opportunities.

wEbsitE

sPonsor sUPPlied

video

sPonsor sUPPliedContent

E-nEwslEttEr

sPonsor ad300x250

sPonsor ad300x250

sPonsor ad 970x90

For sponsors, 30 Days/30 Ways is the pinnacle of targeted audience reach and retention, with your messaging being seen and recalled by these returning advisor viewers each and every day, for 30 straight days.



11

digital Web Seminars: communicate live, online or on-demand with key prospects and promote your thought leadership position in the market. we host the event, provide a full marketing package, and supply you with a database of all leads.

White Papers: post your white paper on our site, and we market it to our audiences, then provide you with a weekly lead report of those who downloaded it.

Micro Sites / Landing Pages: includes content from archives, repositories and custom information. Micro sites are hosted for a 1-year minimum and include a full marketing package.

eBooks: ebook sponsorship programs incorporate a complete marketing package to drive your audience to a required registration page for visitors. You get these leads as part of this powerful program.

Podcasts: Engage potential customers with a monthly series using our editorial team to record interviews and discussions with content experts and client case studies.

Digital Dialogue: transcription and editing of a web seminar recording, combined with your branding and company description, delivered to you with optional deployment to a targeted segment of our audience and archived online.

sMartsCore Our new SmartScore (Behavioral Lead Scoring) is an integral part of your lead generating programs including web seminars, eBooks, podcasts and white papers. By tracking attendee behaviors and web activity, we can determine their level of interest in your topic/solution (engagement) in addition to your interest in them (demographics). Ask about our Lead Elevation program for optimal lead conversion.

Partner insights Deliver your relevant content and insights directly to the our audience via our homepage module and digital media platforms. Post up to 10 assets at any given time, including: article headline/links, whitepapers, web seminars and video. Content is updateable and can be refreshed throughout the lifetime of your campaign

Content storM The Content Storm is a “hovering microsite” served over existing content and is designed to integrate sponsor, editorial, social and rich media content into one holistic experience, providing a real time “deep dive” into a particular topic. Articles open in a new window.

retargeting Retargeting enables your ad to be marketed to our online audience, not only on our web sites, but on additional web sites within our partner ad network that they visit after they leave our sites. This leads to higher visibility, frequency and impressions for your online advertising.

DELIVERING MAxIMUM RESULTS ACROSS ALL MEDIA PLATFORMS

What’s NeW FoR 2014?

stRategic maRKetiNg

iNdicates a lead-geNeRatiNg PRogRam



12

n Web site Advertising: Align your marketing message with our sought-after online content and reach decision-makers as they seek out information on the latest news, trends, and innovations in the industry.

n Rich Media Units: post your white paper on our site, and we market it to our audiences, then provide you with a weekly lead report of those who downloaded it.

n eNewsletter Advertising: enewsletter advertising is an easy way to get your message in front of our thousands of opt-in subscribers. Your ad appears alongside content from our editorial team.

n eAdvertorials: Guide our subscribers to the specific benefits of your products and services. written with our editorial assistance, we help you shape your message and distribute to our audience.

n Mobile Applications: take advantage of this growing platform and integrate your marketing campaign into a mobile application that will be promoted to our valuable audience.

n Email list Rentals: Email marketing to decision-makers is easy when using our rental list. our readers are highly targeted, top-level executives.

n Custom eNewsletters: co-branded with original and syndicated content. includes your ad, company description and distributed to a targeted audience.

n Video: our editorial team will record a compelling segment in a studio, for broadcasting on demand. it’s a great branding opportunity with logo placement and a video clip pre-roll opening.

PRiNtn Display Advertising: Align your marketing message with our trusted editorial content and reach a targeted group of senior-level

decision-makers.

n Custom Pieces: From inserts, coverwraps, and bellybands, to special reports, we will work with you to create a custom piece that speaks to our audience.

n Reprints: custom reprints complement existing marketing programs and are a valuable communication tool. they are high quality reproductions designed to meet customized marketing needs.

n Classified Advertising: A cost-effective way to reach a high volume of potential customers and generate significant responses from one small message. Generate leads, test elements of larger display advertisements, build prospect databases and generate direct contact.

n Postal List Rentals: postal marketing to decision-makers is easy when using our rental list. our readers are highly targeted, top-level executives.

iN-PeRsoN Custom Roundtables: we host a number of exclusive roundtables geared to the c-level client. they are by invitation only and consist of

senior executives who share their successes, challenges and ideas in a confidential environment.

n Conference Sponsorships: we deliver the highest quality information, speakers, presenters, networking opportunities and venues to help our readers make sound business decisions and achieve outstanding results.

stRategic maRKetiNg

iNdicates a lead-geNeRatiNg PRogRam

SourceMedia's Marketing Solutions Group is a turn-key resource for full-service digital and print campaigns, built using our arsenal of custom products. We structure a unique, targeted program to meet your goals and objections and deliver results.

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BenchmarkingCorporate Health and WellnessBest-in-Class vs. Industry Average & Below Average Performers

CLASS PERCENTILE KPI PERFORMANCE

Best-in-Class Top 25%

4:1 average ROI$167.44 average per-employee costAverage of 14 wellness program activities

Industry AverageMiddle 50%

3:1 average ROI$317.79 average per-employee costAverage of 9 wellness program activities

Below AverageBottom 25%

.7:1 average ROI$484.14 average per-employee costAverage of 3.5 wellness program activities

BottomBottom 25% $484.14 average per-employee costam activitiesAverage of 3.5 wellness program activities

solUtions sEriEs sourceMedia research provides complete custom b2b research solutions for strategists, marketers, agencies, and others seeking in-depth insight into select segments of the industry. our research programs combine a strong technical competency in market research with deep market knowledge and focus.

With our fully integrated programs we deliver:

As a result, we deliver cost-effective, turn-key solutions tailored to meet clients’ needs.

key Driver Analysis: these studies help you assess current product development and marketing efforts and identify areas of opportunity based on customer needs. they measure customer and prospect perceptions and are ideally suited for assessments of brand attributes, features and functionality performance.

Market Segmentation: At the center of our market segmentation approach are studies that probe your target markets across multiple dimensions relevant to your business. this data is then used to analyze, categorize and describe key market sub-segments.

Brand Awareness: An essential component of your marketing plan, brand Awareness studies enable you to define tactics, establish baselines and track success over time while measuring customer familiarity with your brand. our studies include both brand recognition and brand recall testing.

Consumer Sentiment Analysis Research: these studies look to measure consumers’ real-time reactions to trends and issues in the related market surrounding significant events, specific company campaigns and strategy changes.

Buyer Persona Profiles: learn more about the specific behavior patterns, goals, preferences, and pain points of potential buyers of your products and services. the profiles provide you with the necessary insights to better relate to your buyers while building and fortifying your relationship.

Research Business Activity and Confidence indices: this solution helps measure your industry’s business conditions over time to aide in the forecasting of future conditions. it also measures the impact that individual sub-indicators have on broader market conditions.

instant Feedback Research: Get instant feedback on how satisfied your end-users are with the usability and perceived value of your online tool or website. it also measure how different user segments use the tools, allowing you to provide a customized experience for them.

Benchmarking Analysis: benchmarking studies identify best practices and critical success factors of top companies in like industries and markets. peer insights captured through our benchmarking studies enable you to optimize processes, identify opportunities for improvement and maintain a competitive edge.

Key Driver Analysis5.0

4.0

3.0

Perf

orm

ance

WEAK PURCHASE DRIVERDivert Resources

WEAK PURCHASE DRIVERDo not Focus on Improvement

STRONG PURCHASE DRIVER Focus on

Improvement

STRONG PURCHASE DRIVERMaintain

Performance

Importance

2.0

1.00.0 0.5 1.0

Training Education

Market Leader

Integration

Customer References

PricingTechnical Support

Service Quality

Market SegmentationMASTERS

37%

MOBILEOFFERINGS

MOBILEMARKETING

DRIVERS

CHALLENGERS28%

FOLLOWERS35%

MOBILESTRATEGY

Has mobile roadmapfor next 12 months

(59%)

Has dedicated mobileproject team (68%)

Mobile check deposit (65%)

Customer demand

Cross-selling otherservices (48%)



Customer demandand competitive

pressureCompetitive pressure






(35%)


(27%)

MOBILEMARKETING




Brand Awareness

Perc

ent o

f Res

pond

ents 86%

66%62%

UNAIDEDAWARENESS

AIDEDAWARENESS

FAVORABLEBRAND PERCEPTION

47%

32%

55%

70%

41%39%

30%

45%

12% 12%

BRAND A BRAND B BRAND C0

20

40

60

80

100

PURCHASEINTENT

BRANDPROMOTERS

38%

18%

Real Time Report

Filters

Your Logo here

User Groups

Demographics

SourceMedia Research InstantFeedback Portal

Reports

Metrics

Charts/Maps

Participation statistics

Data summaries

Verbatims

Importance/Performance

Importance scores

Satisfaction scores

Gap scores

Weighted average

IPA QuadrantGap Analysis

Importance/Performance Report

5.0

4.0

3.0

Perf

orm

ance

WEAK PURCHASE DRIVERDivert Resources



Improvement

STRONG PURCHASE DRIVERMaintain

Performance

IPA Quadrant

2.0

1.00.0 0.5 1.0

Training Education

Market Leader

Integration

Customer References

PricingTechnical Support

Service Quality

4.5

3.5Scor

e

IMPORTANCE PERFORMANCE



Improvement

Gap Analysis

2.5

Feature Importance scores Performance scores Gap scores Weighted average

Company image 3.3 3.12 -0.1 10.26

Integrated products 2.9 2.7 -0.2 7.83

Customer service 3.2 3.6 0.4 11.52

Product reliability 4.3 3.4 -0.3 14.62

ReseaRch solutioNs

Member

• proprietary communities of influential decision-makers

• A dedicated team of in-house experts

• Editorial expertise

• research expertise and experience

• project management



14

PRiNt Rates

shoRt Rateadvertisers will be short-rated if, within a 12-month period from date of first insertion they do not use the amount of space (frequency) upon which their billings have been based. advertisers will be rebated if, within a 12-month period from date of first insertion, they have used sufficient additional space to warrant a lower rate than at which they have been billed. rebates will be offered as a credit toward future advertising scheduled or as a cash reimbursement.

caNcellatioNCancellations accepted only before final date for reservation and must be in writing. 90-day advanced notice is required for preferred positions. Cover positions are non-cancellable. advertisers will be responsible for late cancellations.

all PRiNt Rates aRe gRoss uNless otheRWise Noted Rates aRe suBJect to chaNge

FReQueNcY oPeN 3x 6x 9x 12x 18x 24x 36x

Full Page $16,860 $16,522 $16,023 $15,603 $15,109 $14,608 $13,873 $12,977

2/3 Page $14,760 $14,464 $14,027 $13,660 $13,228 $12,789 $12,145 $11,361

1/2 Page islaNd $13,707 $13,433 $13,027 $12,685 $12,285 $11,877 $11,279 $10,550

1/2 Page $12,610 $12,421 $12,172 $11,984 $11,614 $11,302 $10,873 $10,325

1/3 Page $9,926 $9,776 $9,581 $9,433 $9,141 $8,895 $8,558 $8,126

FReQueNcY oPeN 3x 6x 9x 12x 18x 24x 36x

Full Page $14,376 $14,087 $13,661 $13,305 $12,884 $12,456 $11,828 $11,066

2/3 Page $12,276 $12,030 $11,667 $11,361 $11,002 $10,638 $10,101 $9,449

1/2 Page islaNd $11,223 $10,998 $10,666 $10,386 $10,058 $9,725 $9,234 $8,639

1/2 Page $10,126 $9,973 $9,774 $9,623 $9,325 $9,075 $8,731 $8,291

1/3 Page $7,475 $7,362 $7,215 $7,103 $6,884 $6,698 $6,445 $6,120

tRim size: 7 7/8" x 10 1/2" liVe aRea: 7" x 10"

dimeNsioNs NoN-Bleed (WiDTH x HEiGHT)

Full Page 7" x 10"

sPRead 15” x 10”

2/3 Page VeRtical 4 1⁄2" x 10"

1/2 Page islaNd 4 1⁄2" x 7 1⁄2"

1/2 Page hoRizoNtal 7" x 5"

1/3 Page VeRtical 2 1⁄8" x 10"

1/3 Page sQuaRe 4 1⁄2" x 4 7⁄8"

dimeNsioNs Bleed (WiDTH x HEiGHT)

siNgle-Page (Full Bleed) 8 1/8" x 10 3⁄4"

sPRead (Full Bleed) 16" x 10 3⁄4"

any ad unit that measures in excess of the non-bleed requirements is considered to be a bleed unit and is subject to a 15% bleed charge.

FouR coloR

BlacK & White

mechaNical ReQuiRemeNts

coVeR Rates NET RATE

coVeR tiP $45,000

coVeR 2 $26,000

coVeR 3 $22,000

coVeR 4 $28,000

PRemium PositioNs

To visualize ad sizes, please visit media.financial-planning.com

61%of media users think that print magazines will stay constant or grow in importance over the next five years.*

*The 2013 ABM Value of B-to-B Report



15

co-BRaNded email (YOUR HTMl cONTENT)

oPt-iN audieNce Rate

75,722* $350 per 1,000 with 5,000 minimum

*Source: Financial Planning’s opt-in print and web users

adVisoRtV

iNcludes oNe moNth

Pre-roll advertising on select editorial clips or posted video asset within sponsored programming

video Pre-roll: 640x480, max file size 2MB

$4,000

aPP sPoNsoRshiP (FOR iPAD, iPHONE AND ANDROiD)

iNcludes oNe moNth

app launch screen (shown every time the app loads), 3 sizes of banner ads, video inclusion option and logo branding in any house advertising

$6,000 6 month minimum

FiNaNcial-PlaNNiNg.com

high imPact details & sPeciFicatioNs cPm Net Rate

PaRtNeR iNsights 3-month minimum - $10,000/month

coNteNt stoRm 3-month minimum - $10,000/month

slideR970x90, max file size 60k expanded 970x550, max file size 110k

- $7,500

seaRch sPoNsoR (logo) 150x48, max file size 20k - $7,000

Peel BacK

initial Unit 125 x 125, max file size 40kexpanded 700 x 700, max file size 80k

- $6,500

Wall PaPeR/PillaR188x1050 (left & right panels) max file size 50k or1280x1024, max file size 100k

- $5,800

slideshoW300x250, max file size 50k, overlay, 330x50 or 450x50, max file size 100k

- $4,100

slideshoW loWeR 1/3Rd 300x60, max file size 50k - $1,600

Welcome ad 640x480, max file size 40k $130 -

PushdoWN

initial Unit 970 x 90, max file size 60k expanded 970 x 415, max file size 100k

$150 -

staNdaRd Ros sPeciFicatioNs cPm Net Rate

leadeRBoaRd 728 x 90, max file size 40k $115 -

RectaNgle 300 x 250, max file size 40k $115 -

FilmstRiP 300x600, max file size 110k $125 -

toP Right headeR BaNNeR

230 x 90, max file size 20k $100 -

chaNNels

• annuities

• estate Planning

• etFs

• high-net-Worth

• insurance

• investment Products

• life insurance

• Mass affluent

• Mutual Funds

• Philanthropy

• Practice Management

• retirement

• reits

• roth Conversion Center

• Washington

iNcludes oNe moNth

• exclusive 300x250 and 728x90 units on the channel of your choice

• Company logo (88x31) on top of channel page

• dedicated email to opt-in subscribers

$3,5006 month minimum

chaNNel sPoNsoRshiPs (inquire about other topics)

e-NeWsletteRs FReQueNcY deliVeRY Flat Rate*

FP dailY Mon-Fri 93,000 $6,050

FP WeeKeNd sat 93,000 $6,050

hNW Monthly 69,000 $5,775

RetiRemeNt PlaNNiNg Monthly 66,000 $5,775

FP FiRst looK Monthly 60,000 $4,725

What You missed Monthly 60,000 $4,725

WomeN adVisoRs FoRum twice Monthly 58,000 $4,725

BReaKiNg NeWs varies 49,000 $3,350

PRactice maNagemeNt Monthly 34,000 $2,350

RegulatoRY twice Monthly 25,000 $2,425

FP Ria iQ Weekly 24,000 $2,100

techNologY twice Monthly 21,000 $2,000

*Rate is per e-newsletter per banner unit. Text ad pricing available upon request.

e-NeWsletteRsuNits: 468x60 (top and bottom positions available) or 300x250, max file size 40k. JPeg or giF file. digital magaziNe

add-oNs

• Cover Wrap

• Blow-in

• Belly Band

• newsletter (logo and 50/Word)

Call for Pricing

• logo on navigation Bar

• Multimedia

• additional links to Print ad

• embedded video

oNliNe & digital RatesN

eW

!

custom e-NeWsletteRs

iNcludes Net Rate

Create an original e-newsletter on the subject of your choice. Written with our editorial assistance, we help you shape your message and distribute to our audience.

Call For Pricing


Please see Pages 10-12 FoR additioNal oPPoRtuNities.

all Rates aRe Net uNless otheRWise Noted Rates aRe suBJect to chaNge



16

BaNNeR PlacemeNts(taBlet/moBile/NeWsletteRs)

htMl5 resPonsive designA new immersive and innovative experience for readers to engage with our quality content

TableT only:

Leaderboard 728x90 (max expansion 728x270) $115 CPM

Rectangle 300x250 (max expansion 300x380) $115 CPM

Billboard 970x250* $150 CPM

Load Screen (Interstitial) 1024x768 $130 CPM

Logo entitlement (next to poll) 216x36 $75 CPM

Video pre-roll 640x480 $1,000/Month

e-newsleTTers:

468hx60w, max file size 40K (Top and bottom positions available)

300hx250w, max file size 40K

216x36

640x480 pre-roll

320x50

320x50

1024x768

468x60468x60

300x250

300x250

Mobile only:

Leaderboard 300x50 or 320x50 (max expansion 300x380 or 320x380) $115 CPM

In-content ad placement 300x250 $115 CPM

Video pre-roll 640x480 $1,000/Month

Logo entitlement (next to poll) 216x36 $75 CPM

*Notes a Rising Star ad unit A 300x250 rectangle may rotate with a 970x250 Billboard (tablet only)

Accepted File Formats for Tablet Rich Media Ads: HTML5; JavaScript, Animated GIF, PNGOnly those sizes with noted max expansions can be expanded

Creative for Rich Media would need to be delivered to SourceMedia 7-10 days inadvance of the campaign start date

970x250

216x36

300x250

728x90

connect your impactful ad campaign to our audience, across all screens with out compromising creative quality, delivery, or mesaurable results.




17

A.

G.

D.

E.

F.

G.

H.

B. C.


a leadeRBoaRd (728 x 90 ros), Max. File size: 40K

B toP Right headeR BaNNeR (230 x 90 ros), Max. File size: 20K

c PeelBacK initial Unit 125 x 125, Max. File size: 40K Expanded 700 x 700, Max. File size: 80K

d oPa PushdoWN initial Unit 970 x 90, Max. File size: 60K Expanded 970 x 415, Max. File size: 100K

e medium RectaNgle (300 x 250 ros), Max. File size: 40K

F FilmstRiP (300 x 600), Max. File size: 110K

g WallPaPeR/PillaR 188 x 1050 (left & right panels), Max. File size: 50K or 1280 x 1024, Max. File size: 100K

h seaRch sPoNsoR (logo) (150 x 48 ros), Max. File size: 20K

BaNNeR PlacemeNts

i.

J. Expanded

J. initial

i Welcome ad 640 x 480, Max. File size: 40K

J slideR ad Ask your sales manager for details and a sample. initial Unit 970 x 90, max file size: 60K Expanded 970 x 550, max file size: 110K

(WeBsite)



18

classiFied adVeRtisiNg

ACCELERATE YOUR BRAND IN 2014Financial Planning classifieds are a perfect vehicle for marketing on a limited budget. reach a total

unique audience of 242,691* independent advisors looking to research, reach out and buy your company’s products or services.

sPeciFicatioNs iNcludes

headliNe two lines of text (50-60 character max)

BodY 10 pixels (170-200 character max)

comPaNY logo 88x31 pixels

oPtioNs oPeN 3x 6x 12x

headliNe, text aNd logo $880 $860 $830 $770

220x200 BaNNeR uNit, 40K max giF oR JPg

$3,000 $2,000 $1,500 $1,000

maRKetPlace message ceNteR (PeR moNth)

Benefits• Company logo included as part of the print ad

at no additional charge.

• No additional charge for 4-color ads.

• Agency commission of 15% of gross billing is allowed on classified advertisements ¼ page or larger.

• Classified ads are included in Financial Planning’s Digital Edition. (When provided, ads are linked to your web site and/or to an email address.)

ALL RATES ARE NET

FoR moRe iNFoRmatioN, coNtact:

Sheila Sullivan-Alyskewycz Classified Advertising Manager Phone/Fax: 631.659.3370 [email protected]

ad sizes oPeN 3x 6x 12x

2.2” x 2.6” $405 $390 $375 $350

2.2” x 9” $1,470 $1,435 $1,350 $1,200

3.4” x 2.15” $460 $450 $420 $400

4.52” x 2.15” $580 $550 $535 $500

3.4” x 4.3” $800 $750 $700 $650

4.5” x 4.5” $1,050 $1,035 $1,010 $950

6.8” x 4.5” $2,200 $2,000 $1,875 $1,700

maRKetPlace/RecRuitmeNt zoNe (4-coloR, PeR issue)

*August 2013, Publishers Own Data(115,100 print/digital subscribers, 55,036 duplicated audience,

182,627 online/e-newsletter subscribers)

September 2013 Financial Planning 111Financial-Planning.com

For more information, contact Sheila Sullivan Alyskewycz at 631-659-3370

Start Planning!Reach the largest audience

of Independent Advisors Today with SourceMediaRecruitment & Classified

Please contact:Sheila Sullivan Alyskewycz

at 631-659-3370

Software

Easy Money Power PlannerMoney Tree

Golden Years Cash FlowMoney Tree

Silver Financial PlannerMoney Tree

Financial Planning Software

30 Day Free Trialmoneytree.com/FP

877-421-9815

ImmediateResults

Interactive Illustrations

Big-Picture Planning

In-DepthPlanning

CompleteCoverage

Audit TrailVeri�cation

RetirementManagement

YearlyCash Flow

Detailed TaxCalculations

Coming in october…

The Influencers Award….

Advisors Who Are leaving

Their Mark!Space Close 8/21



19

A. B.

D. F.

C.

E.

a. Full Pagetrim size: 7 7/8" (w) x 10 1/2" (h)Full Bleed: 8 1/8" (w) x 10 3/4" (h)Full Non Bleed: 7" (w) x 10" (h)

B. 2/3 Page VeRtical4 1/2” (w) x 10” (h)

F. 1/3 Page sQuaRe4 1/2” (w) x 4 7/8” (h)

c. 1/2 Page islaNd4 1/2” (w) x 7 1/2” (h)

d. 1/2 Page hoRizoNtal7” (w) x 5” (h)

e. 1/3 Page VeRtical2 1/8” (w) x 10” (h)

PdF sPeciFicatioNsWe accept digital advertising files in adobe’s PdF format created from an adobe application using the PdF/X-1a:2001 specifications. We do not recommend exporting PdF files directly from Quark and other non-adobe applications. the results of exporting from non-adobe applications can be unreliable and may not meet our specifications.

cReatiNg PdF’s FRom aN iNdesigN Fileadobe PdF Presets menu • Choose PdF/X-1a:2001 • then choose export from the File menu

cReatiNg PdF’s FRom a QuaRK FileFirst you will need to create a Postscript file from Quark and then create the PdF with acrobat distiller using the PdF/X-1a:2001 settings.

PostscRiPt aNd PdF checKlistcheck Page size• Page size should not be larger than the maximum

allowable dimensions. Maximum single page image area is: 11” W X 17” h and maximum spread image is: 22” W X 17” h.

• all pages should be built to trim size. all bleed elements should extend 1/8” or more beyond trim size. Please keep all images and copy within the live area, at least ¼” away from trim. the trim sizes for our publications are detailed in our rate card.

• Crop marks indicating trim size should be placed at least 1/4” or more beyond bleed so they do not appear within that area where images may print.

check colors used• all color are to be defined as process color (CMYk). if a Pantone color is contracted, it must be separated as a spot color.

check Fonts• all fonts are to be Postscript type 1, open type fonts, or convert fonts to outlines in the native program. We do not accept truetype or MultipleMaster fonts.

check images1. all images must be CMYk or grayscale tiFF or

ePs, with a minimum resolution of 200 dPi for newsprint ads& and 300 dPi. for magazine ads.

2. do not nest ePs file into another ePs file. 3. do not embed iCC profile with images. 4. total ink density should not exceed 280% for

magazine ads, or 240% for newsprint.

Proofsall color documents must include a sWoP standard color proof. We will attempt to color-match on press, as closely as possible, to what is provided. all B/W documents must include a composite laser.

Files can be sent on:1. e-mail (file size must be under 10 MB)2. FtP3. Cd/dvd roM

suBmissioN iNFoRmatioNset your FtP application to the following configuration: (with proofs sent to the indicated address) FtP site address: ftpfiles.sourcemedia.com user Name: addrop Password: rainbow upload files to: /dropbox/adMaterials

• When files are uploaded, please notify Manufacturing department.

seNd Files With PRooFs to:SourceMedia/Financial PlanningOne State Street Plaza, 27th FloorNew York, NY 10004Attn: Financial Planning Trafficking

cReatiVe FoRmats & sPeciFicatioNs

PRiNt adVeRtisiNg sPeciFicatioNs



20

SourceMedia uses DART for Publishers (DFP Premium) to serve ads to its websites. DART for Advertisers clients (DFA) are encouraged to send Internal Redirects to expedite the ad traffic process.

staNdaRd BaNNeRs (WeB/taBlet)File Formats:• GiF (static or animated)• JpG (static)• Flash (see instructions below. please note, Flash banners are not viewable

on iphone or ipad)• HtMl5 (supported by ipad, iphone and other mobile devices)• 3rd party tags (from approved 3rd party rM vendors: Atlas, Mediaplex,

pointroll, Eyeblaster, etc.)Dimensions and Specifications (please see the individual charts for standard and rich Media): Creative due 5-10 days in advance of campaign start date

• For e-newsletters we Do not accept 3rd party tags, rich Media, rich Media redirect tags, or Flash files• we can only serve a GiF or JpEG file (static images preferred)• e-newsletters ads are set live for six (6) months**Also note while we accept animated .gif files for newsletters, users of outlook 2007 will not be able to view them correctly. we recommend using static images for newsletters.e-Newsletter Materials are due: 3 business days prior to issue date

Rich media (WeB/taBlet) Standard Rich Media File Formats Accepted 1. Approved 3rd party rich Media (see list of approved 3rd party servers below)2. Flash 3. HtMl4. HtMl5

Approved Rich Media Vendors SourceMedia sites serves using DFp premium but will accept creative served from the following 3rd party ad serversBanner: Doubleclick, Atlas, Eyeblaster, Mediaplex, pointroll, Unicast, viewpoint, bluestreak, Flash, HtMl, HtMl5 Expandable/Out-of-Banner: Doubleclick, Eyeblaster, linkstorm interstitial Floating Ads: Doubleclick, Eyeblaster, Atlas, Mediaplex Lead Time for Rich Media Banners: 7-10 business days prior to campaign start date.Lead Time for Special Rich Media Formats (interstitial Welcome Ads, Peel-Backs, Expandables):Ad Materials due 10 business days prior to campaign’s start date.

Flash Coding Guidelinesplease note that Flash ads must conform to iAb standard ad specs and guidelines—including file size, animation and content-in addition to the specific coding specs noted in the sourceMedia production Guidelines.NOTE: if a third party ad server is used, please follow that vendor’s instructions for coding the Flash clicktag. All the aspects of the ad (i.e. file size, animation, etc.) must be in accordance with sourceMedia ad specifications.

Flash PRoductioN guideliNesFlash version: we support up to Flash version 10

ClickTag with Flashto track when a user clicks within a flash, a clicktag variable MUst be embedded in the .fla file. please follow this example and instruction:

1. Add an invisible button making entire area of the banners clickable.2. Attach the following object action to the button:On (release) {getURL (_level0.clickTag, “_blank”);} in Actionscript 3, the equivalent code would be:function Clicked(e:MouseEvent):void{ navigateToURL(new URLRequest(loaderinfo.parameters.clickTag), “_blank”);}

**this will embed the clicktag variable in the FlA file. this allows the click-through Url to be modified at anytime during the campaign, as opposed to hard-coding the click command in the .swF file.

Target=”_blank” is required in the “Basic Actions” to make sure the click thru opens a new window.NOTE: the implementation is different for each version of Flash, please refer to Macromedia documentation for specific instructions and syntax for using clicktag variable and the getUrl action.http://www.macromedia.com/resources/richmedia/tracking/

When submitting Flash banner(s) you must supply:1. A compiled .swf file. For tablet: a compiled HtMl5 or fully rendered Javascript file2. K size for the banner size submitted must adhere to sourceMedia’s specs3. A back-up standard GiF/JpEG image file for non-rich Media enabled browsers – 40K4. A click-through Url

FileNames1. All files should begin with the same file name and may not exceed 12 characters excluding the extension name. (Example: abc300x250.fla, abc.300x250.swf, abc300x250.gif)

The following characters should not be included in the filename: Ampersands: & Asterisks: * slashes: / or \ spaces: Question Marks: ?

The following naming convention for each banner: a. Advertiser name_campaign name_site name_ad size

2. in order to preview the background color of your .swf file in DFp, ensure it is not set in Flash. instead, set the bottom/last layer to have a graphic that spans the complete movie, so no matter what the background color is set to the user will always see the background color.

suBmissioN iNFoRmatioNOne-pixel border: sourceMedia highly recommends inserting a one-pixel border around the ads that have a white background so the user may be able distinguish it from white background areas of the site.Referring URL/link and Tracking: sourceMedia will not schedule any campaigns with inactive referring Url/link (destination page/site).Email or FTP information: send materials and files using the following Ftp. please use the name of the folder or the subject line of the email to specify the name of the product where your ad will run. Email to your online ad traffic coordinator [email protected].

FTP Site Address: ftpfiles.sourcemedia.comUsername: aduserPassword: fulcrum29

oNliNe sPeciFicatioNs (WeB/taBlet)



21

AD FORMAT AD UNiT SizE MAx FilE SizE FilE FORMATS

RicH MEDiA AccEPTED

MAx ANiMATiON lOOPiNG AUDiO/ViDEO

iNiTiATiON FPS

standard Medium rectangle

(also available as interstitial in slideshows)

300x250 40K max GiF, JpG, FlAsH, 3rd party YEs :30

no loop maximum, but total animation time for all loops combined

cannot exceed 30 seconds.

click only 24 fps

standard leaderboard

(also available for print-out sponsorship)

728x90 40K max GiF, JpG, FlAsH, 3rd party YEs :30



click only 24 fps

Filmstrip 300x60060K max

110k (1.5Mb with video)

GiF, JpG, FlAsH, 3rd party YEs :15



User initiated (on click) 24 fps

button 230x90 20K max GiF, JpG, FlAsH, 3rd party no :30



click only 24 fps

button 180x150220x200 20K max GiF, JpG, FlAsH,

3rd party no :30



click only 24 fps

center story inject 1 234x60 20K max logo and

copy only no n/A n/A click only n/A

center story inject 2 234x60 20K max logo and

copy only no n/A n/A click only n/A

wallpaper/pillar

188x1050 (left panel)

and 188x1050 (right panel)

Also available as 1280x1024

50k (left panel)

50k (right panel)

100k for 1280x1024

GiF, JpG, FlAsH, 3rd party

tags acceptedno n/A n/A click only 18 fps

search sponsor Ad container

(non-iAb standard size)

150x48 20K JpG, GiF no n/A n/A click only n/A

overlay Ad

(available in slideshows and video)

300x50, 450x50 100K .swF (Flash)

back up JpEG, GiF

no :30

no loop maximum, but total animation time

for all loops combined cannot exceed 30 seconds.

n/A n/A

Additional Requirements: See Ad Guidelines & Policies and Implementation InstructionsLead Time: 5–10 Business Days

** note that for wallpaper/skins and pillar Ads - these units are available to run on the homepage and slideshow pages only. these units do not animate or rotate. they are served on a time basis and do not rotate with other advertisers’ creative.

** Medium rectangle ads are also available in all slideshows. the ad creative displays after every 4th image. A maximum of 2 ads per slideshow.

staNdaRd ads sPeciFicatioNs(WeB oNlY)



22

AD FORMAT AD UNiT SizE

MAx ExPANSiON

MAx iNiTiAL LOAD

FiLE SizE

ExPANSiON FiLE SizE

FLASH SPECiFiCS

AUDiO iNiTiATiON

MAxiMUM ANiMATiON

LENGTHCONTROLS

Expandable 300x250

300x500 (500x500

also available)

40K max70K

(polite load)24 fps

User initiated (on click)

:15control = “close X” Feature = Enable Mouse-off retraction Feature = Enable Mouse-over Expansion

Expandable 728x90 728x270 40K max70K

(polite load)24 fps



Expandable160x600

(on some sites)400x600 40K max

70K (polite load)

24 fpsUser

initiated (on click)

:15

control = “close X” Feature = Enable Mouse-off retraction Feature = Enable Mouse-over Expansion

in-banner video 300x250

Expansion not allowed for this unit

40K max 2.2Mb for video file load 24 fps


:30

controls = play, pause, Mute (volume control to zero (0) output may be included instead of or in addition to Mute control)

peel back 125x125

700x700 (Depending

on publisher)

40K max

80K (polite load) incremental

1.5 Mb allowed if incorporating video

24 fpsUser

initiated (on mouse over)


pushdown

970x90

(optionally 970x66

is available)

970x415 60k

100k (wi thout video)

2.2 Mb (with video)

24 fpsUser

initiated (on mouse over)

:15control = “close X”Feature = Enable Mouse-off retraction Feature = Enable Mouse-over Expansion

slider Ad

970x90 (width of

publisher page by height of

90px - Active ad content centered

in 970x90)

970x550

60 Kb

subsequent Max polite load 110k

After slider content

initiated 2.2mb

24 fpsUser


:30

click or rollover initiates slider content. Must contain “close X” in expanded slider bar and in slider content. video must include: play, pause, Mute (volume control to zero (0) output may be included instead of or in addition to Mute control)

welcome Ad 640x480 n/A 40K n/A 24 fpsUser


:15

control = “skip Ad button”Feature = interstitial container with “close X” functionAd is on a :10-:14 timer

video pre-roll 640x480 n/A 2Mb n/A n/A


:30

controls = play, pause, Mute (volume control to zero (0) output may be included instead of or in addition to Mute control)

Best PRactices guideliNes: 1. “User initiation” defined: User initiation is the willful act of a user to engage with an ad. Users may interact by clicking on the ad, and/or rolling over an ad (or a portion of an ad). with respect to user initiation for the purposes of these guidelines, a roll-over is defined as a willful pause of the user’s cursor on the target portion of the creative (the “hot spot”), such pause lasting at least 1-second in duration, before an action may be initiated by the ad (i.e. trigger an expand, etc.). this pause/ delay prevents unwanted user initiated actions, and false reporting of user engagement.2. percentage of cpU usage is based on the publisher defined benchmark end user-cpU for its audience. For sourceMedia this complies with iAb standards best recommendation of 33%.3. note: rising star ad units are designed to be the only rich media ad unit displayed on a webpage. because of increased file load size, displaying a rising star ad unit with any other rich media unit may compromise page-load performance.

exPaNsioN diRectioNs: 1. creative pixel sizes include banner and panels. 2. the 728x90 top/bottom expands down only. 3. the 300x250 expands left. 4. the 970x90 pushdown pushes down5. we don’t use 3rd party tags for peel back ads.6. Method of expansion and un-expansion must be the same7. Expansion “hotspots” must be clearly identified. “Hotspots” cannot exceed 33% of ad space; horizontal “hotspots” cannot exceed 50% of horizontal pixel length; vertical “hotspots” cannot exceed 50% of vertical pixel length.

Rich media ads sPeciFicatioNs(WeB oNlY)



23


MAx FiLE SizE

FiLE FORMATS

RiCH MEDiA

ACCEPTEDMAx

ANiMATiON BEST PRACTiCESAUDiO/ ViDEO

iNiTiATiONFPS

standard Medium rectangle

(also available as interstitial in slideshows)

300x250 35k max GiF, JpG, pnG

3rd party

YEs :30 Ensure images are mobile web optimized; do not use Flash™ assets;

landing pages must be mobile optimized; include dimensions in file

name; use MrAiD specifications when appropriate

n/A 24 fps

standard leaderboard 728x90 35k max GiF, JpG, pnG

3rd party

YEs :30 Ensure images are mobile web optimized; do not use Flash™ assets;



n/A 24 fps

logo Entitlement 300x250 35k max GiF, JpG, pnG

3rd party

no n/A Ensure images are mobile web optimized; do not use Flash™ assets;



n/A n/A


MAx ExPANSiON

MAx iNiTiAL LOAD FiLE SizE

ExPANSiON FiLE SizE

ANiMATiON SPECiFiCS

AUDiO iNiTiATiON

MAxiMUM ANiMATiON

LENGHTCONTROLS

load screen Ad

1024x768 n/A 40k max n/A 24 fps n/A :15 • Control = “Skip Ad”• Feature = Enable Mouse-Off Retraction

Feature = Enable Mouse-over Expansion

Expandable 728x90 728x270 40k max 70k (polite load)

24 fps User initiated (on click)

:15 • Control = “Close X” or • Feature = Enable Mouse-Off Retraction Feature = Enable Mouse-over Expansion

Expandable 300x250 300x380 40k max no n/A User initiated (on click)

:15 • Control = “Close X” or • Feature = Enable Mouse-Off Retraction Feature = Enable Mouse-over Expansion

billboard 970x250 Expansion not allowed for this unit

1.5 Mb forcreative Files

10 Mb fornon-Youtube™

served video

10 Mb totalfor creative &

video combined

Expansion not allowed for this unit

24 fps n/A :30 close X collapses ad 100% when clicked, with “show ad” button available that expands ad upon click.

video must include:play, pause, Mute (volume control to zero (0) output may be included instead of or in addition to Mute control)

video pre-roll 640x480 n/A 2Mb n/A n/A User initiated

:30 • Controls = Play, Pause, Mute(volume control to zero (0) output may be included instead of or in addition to Mute control)

**Full screen is dependent on the device model and may be restricted by status bars or navigations menus of the OS, browser and/or application. Medium rectangle ads are also available in all slideshows. The ad creative displays after every 4th image. A maximum of 2 ads per slideshow.

Lead Time: 5 - 10 business DaysAdditional Requirements: see Ad Guidelines & policies and implementation instructionsSTANDARD

RiCH MEDiA (Accepted File Formats for tablet rich Media Ads: HtMl5; Javascript, Animated GiF)

staNdaRd aNd Rich media sPeciFicatioNs (taBlet oNlY)



24

BEST PRACTiCE GUiDELiNES: 1. “User initiation” defined: User initiation is the willful act of a user to engage with an ad. Users may interact by clicking on the ad, and/or rolling over an ad (or a portion of an ad). with respect to user initiation for the purposes of these guidelines, a roll-over is defined as a willful pause of the user’s cursor on the target portion of the creative (the “hot spot”), such pause lasting at least 1-second in duration, before an action may be initiated by the ad (i.e. trigger an expand, etc.). this pause/ delay prevents unwanted user initiated actions, and false reporting of user engagement.

2. video must include: play, pause, Mute (volume control to zero (0) output may be included instead of or in addition to Mute control). Expanding modules must include “close X” in expanded mode. other controls dependent on applications used. see style guide for control details, styles and specifications.

3. High resolution creatives may be accepted by some publishers for higher quality images on double-density/retina displays. the accepted file weight for these high resolution creatives will also increase, but should be no more then double the file size noted in these guidelines. please check with you media provider for accepted file weights. to identify these creatives note 2x in the file name.

4. Full screen is dependent on the device model and may be restricted by status bars or navigations menus of the os, browser and/or application.

5. the term “best practice” as used in these guidelines means the attribute is allowed and is important, but a current lack of testing tools, studies, etc. prevented certain guidelines form being set. see iAb Mobile release notes & best practice tabs for more information.

http://www.iab.net/guidelines/508676/508767/mobileguidelines#notes

ExPANSiON DiRECTiONS:1. creative pixel sizes include banner and panels.

2. the 728x90 top/bottom expands down only.

3. the 300x250 expands left.

4. Method of expansion and un-expansion must be the same.

5.Expansion “hotspots” must be clearly identified. “Hotspots” cannot exceed 33% of ad space; horizontal “hotspots” cannot exceed 50% of horizontal pixel length; vertical “hotspots” cannot exceed 50% of vertical pixel length.

staNdaRd aNd Rich media sPeciFicatioNs (taBlet oNlY)



25

cREATiVE UNiT NAME SMARTPHONE/SizE FilE FORMAT TYPE SPEciAl iNSTRUcTiONS

leaderboard (also footer ad placement) 300x50 or 320x50

.gif, .png, .jpg for still image

Animated .gif for animated banner placements

basic banner size: 15k

Max animation length - :15 secondsno subsequent file load permittedvideo not permitted**Ensure images are mobile web optimized; do not use Flash™ assets; landing pages must be mobile optimizedinclude dimensions in file name

in-content ad placement 216x36



basic banner size: 5k

Max animation length - :15 secondsno subsequent file load permittedvideo not permitted

in-content ad placement (static) 300x250



basic banner size: <3k

Enhanced banner size: <4.5k

Max animation length - :15 secondsno subsequent file load permittedvideo not permitted

rich Media leaderboard 300x50 or 320x50

HtMl5; Javascript; Animated GiF

banner size: 35k

24 FpsMax Animation - :15 seconds

Max video length - :30 seconds

control = “close X” on expanded panel and “Expand” on collapsed panelFont = 8pt (11px) - 16pt (21px)retract Feature = Either tap to close/expandvideo may be played in native player which has standard controlscustom video players must include: play, pause, Mute (volume control to zero (0) output may be included instead of or in addition to Mute control)

Video prE-roll / viDEo AD spEcs AnD GUiDElinEspre-roll is a video ad experienced in-stream, before the video content is played for the viewer. sourceMedia online Advertising offers :05 to :15 second pre-rollvideo assets across the majority of our content areas. pre-roll video assets may be accompanied by a companion banner ad. companion ads must offer clickthrough interactivity to direct the viewer to the advertiser’s intended landing page.

cReatiVe:10 – :15 second pre-roll with synched display banner.the preferred length is a standard provided to ensure maximum exposureacross sourceMedia’s network of sites.• video Dimension: 16:9 aspect ratio• Max File size: 2Mb• video initiation: Host initiated• Host-initiated play & Audio • start/stop & volume on/off controls required • Fast Forward disabled through ad play

tRacKiNgpre-roll is site-served and clickable. tracking pixels (which must return a 1x1 gif) must be submitted at the time the pre-roll is submitted. tracking pixels cannot be accepted post-launch.1x1 pixels accepted to measure imp. click & complete Urls to measure Midpoint and completion of pre-roll spot 3rd party serving: not Accepted***

accePted Video FoRmats• Mp4, Mov, Avi, vAst redirect, vAst inline (encoded in low, Mid, High)• 2Mb max• Finished size and length - should require no cropping, squeezing, or editing• we only accept these digitally (Zip, link, or Ftp)• All compression applied to media files reduces the quality of our encoding process• H264 or uncompressed• we can’t correct sound issues caused by compression applied to your original media• we can’t correct visible damage caused by compression applied to your original media

souNdtRacKAll files must contain a soundtrack, even if the ad is to run without sound.

comPaNioN / sYNched disPlaY BaNNeRsconsistent with sourceMedia online Ad Guidelines:File format: JpG or GiFbanner size: 300x250, 728x90File size: initial load = 40kclick Urls a must***

deliVeRY oF Video assets1. video ad asset2. Exit Url to client site3. backup GiF or JpEG image4. tracking requirements5. 1x1 click through and view through tracking tags (optional)

suBmissioN guideliNesto be provided to designated sourceMedia contacts and/or Ftp informationbelow 5 to 10 business Days prior to campaign start date***Ftp site Address: ftpfiles.sourcemedia.comUsername: aduserpassword: fulcrum29

FoR moRe iNFoRmatioN, coNtact:

Betty lai Digital Ad coordinator 212.803.8586 [email protected]

moBile ads & Video sPeciFicatioNs

Financial-Planning.com | media.Financial-Planning.com 26

invested in advisors

coNtact usTo learn more about Financial Planning’s powerful marketing opportunities, contact your sales manager today.

Rob WhitakerSVP and Group [email protected]

James shannonMid-Atlantic Region [email protected]

sheila sullivan-Alyskewycz Classified/Special [email protected]

mike schottPublisher [email protected]

Robin RileyNortheast Region [email protected]

Betty laiAd Campaign/ Client Services [email protected]

gena FillhardtWestern Region [email protected]

Vicki hamiltonMidwest/Southeast Region [email protected]

emily JachimiakClient Services [email protected]

invested in advisors - sourcemediapromo.sourcemedia.com/promoart/fp2014links/fpmedia... · john j....

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