Investing Media Solutions Launches the IMS Wealth Management Monitor

New survey provides insight into the opinions of financial advisors and high-net-worth individuals on a range of economic and personal finance issues

CHICAGO--()--Investing Media Solutions (IMS), a premium financial media company that reaches millions of influential, Financially-Fluent™ readers through 375 exclusively managed publishers, launched the IMS Wealth Management Monitor, a proprietary survey of readers from across its publishing group. This new survey generated almost 5,000 completed responses, providing valuable insight into the opinions of financial professionals and high-net-worth individuals.

“Advertisers are increasingly demanding more information from media partners about every aspect of their audience,” said Josh Morris, Investing Media Solutions co-founder and CEO. “The IMS Wealth Management Monitor allows us to provide even more transparency into our publishing group, while offering insight into the perspectives of high-net-worth individuals and financial professionals at a time when the capital markets are in flux.”

The IMS Wealth Management Monitor was conducted via exclusive email campaigns and display advertising to readers of IMS Publishing Group websites and newsletters, and generated complete survey responses from 4,871 individuals. The survey was conducted from December 12, 2015 to January 12, 2016 and contained questions about readers’ financial profiles, opinions on the economy, and their media consumption habits.

Select findings from the IMS Wealth Management Monitor:

IMS Reaches a Financially-Fluent Audience

  • The IMS audience is 16 times more likely to work in the financial services industry
  • 31.9 percent of survey respondents self-identified as working in the financial services industry, compared to a national average of 1.9 percent (Bureau of Labor Statistics).
  • 19.7 percent of respondents were from the “buyside,” self-identifying as a registered investment advisor (RIA) or asset manager.
  • 27.6 percent of IMS Wealth Management Monitor respondents have more than $1 mm in investable assets.
  • 21 percent of the IMS audience reports median household income above $250,000, five times the national median of $53,046 (U.S. census data).

Independence Trumps Brand in Financial Media

  • Independent financial websites ranked as the number one source of financial news and analysis, over traditional financial websites, with 31 percent of respondents who identified as asset managers.
  • Print newspapers and print magazines finished last, each receiving 13 percent of respondents, respectively.

2016 Economic Outlook - The IMS Audience Views Terrorism as Major Economic Risk

  • 21 percent of respondents cited “terrorism and other geopolitical turmoil” as their top economic concern, more than any other issue besides U.S. GDP Growth.
  • When asked to select their single, biggest economic concern for 2016, respondents answered as follows: U.S. GDP (29 percent), terrorism and geopolitical concerns (21 percent), the election cycle (17 percent), the Asian economy (11 percent), the European economy (11 percent), interest rates and corporate earnings.

Robo Advisors Face an Uphill Battle

  • 49 percent of respondents were not familiar with the term robo advisor.
  • Only 12 percent of those familiar with the term were considering adding a robo advisor account to their investment portfolio.

To request a copy of the IMS Wealth Management Monitor, please visit: investingmediasolutions.com/WealthManagementMonitor

About Investing Media Solutions:

Investing Media Solutions (IMS) is a premium financial media company that reaches millions of influential, Financially-Fluent™ readers who are seeking out actionable editorial perspective across the digital media ecosystem. As a trusted media partner for major advertisers, IMS creates custom, integrated, digital advertising solutions which reach and engage audiences within the country’s largest exclusively managed publisher group (comScore reach 13MM+).

For more information on Investing Media Solutions, please visit: www.investingmediasolutions.com.

Contacts

Advertisers:
Investing Media Solutions
Jeff Tripp, +1 415 606 6799
EVP, Advertising
Jeff@investingmediasolutions.com
or
Media:
FleishmanHillard
Dave Carlson, +1 312 729 3646
Dave.carlson@fleishman.com

Contacts

Advertisers:
Investing Media Solutions
Jeff Tripp, +1 415 606 6799
EVP, Advertising
Jeff@investingmediasolutions.com
or
Media:
FleishmanHillard
Dave Carlson, +1 312 729 3646
Dave.carlson@fleishman.com