Editorial Calendar And Rates

2013

CHANNELS January February March April May June July August September October November December

Investments ETF’s Alternative Investments

Annuities Mutual Funds Asset Allocation Equities Fixed Income Real Estate Commodities And Managed Futures

Socially Responsible Investing

Producing Retirement Income

Investing In Non-Traded REITs

Wealth Planning

Estate Planning Asset Protection Retirement Planning

Family Business HNW Planning Insurance College Planning

Philantropy Valuations Charitable Giving

Long-term Care Solutions

An Elder Care Primer

Practice Management

Business Planning Client Acquisition Strategies

The Art (And Science) Of Scoring Affluent Clients

Prospecting Secrets

Regulation And Compliance

How To Build A Winning Marketing Plan

Succession Planning

Best Practices And Tips For Success For Women

Using Social Media To Grow Your Business

Five Successful Practice Management Strategies

How to Find The Right Business Coach

Next Generation Transition

Research/ Webinars

Analyzing ETF’s And Moving Client Assets Into Funds

Business And Marketing Plan Development

Transitioning To A Fee Based Business

Coaching And Selling Skills

Techniques To Understand Portfolio True Risk Profile

Women Advisors And Women Investors

Retirement Planning

Rep As Portfolio Manager

Advisor Benchmarks Next Generation Advisors And Investors

Social Media By Gender/Age

Estate Planning

Special Reports

The RIA Landscape

The Third Annual Independent Broker/Dealer Report Card

RIA Trends: The Independent Life

Mutual Fund And ETF Report

Annual Outstanding/Altruistic Advisor Awards

Annual Advisor Compensation Survey

Next Generation Advisors

Independent Advisor landscape

Recruiting Trends Tech Survey With Custody Clearing Overview

Special Independent B/D Supplement: The Independent Life

Wirehouse Brokerage Report Cards

Rankings Top Next Generation Advisors

Top Women Advisors At Wirehouses

Top Women Advisors At IBDs

Top Women Advisors At RIAs

The Top 100 RIAs In America

Top Insurance-Affiliated Advisors

Top Wholesalers

Top Teams The Top 100 Independent Advisors In America

The Top 100 Wirehouse Advisors In America

Technology Vendor And Platforum Ranking

Advisor Investment Sentiment Ranking

Show Distribution

47th Annual Heckerling Institute On Estate Planning

IRI Marketing Summit

IMCA Annual ConferenceTiburon CEO Summit, NYSIFMA Private Client conference12th Capital Link Closed-End Funds And Global ETFs18th PFAC Educational Conference

MOKAN Trust And Financial Services ConferenceNAPFA National ConferenceFinancial Research Associates, The Advisor And Broker/Dealer Forum On Retail Alternative Investments

MorningstarPershing INSITE

Matrix Financial Annual Conference

IRI Annual MeetingFinancial Research Associates, 11th Annual Managed Accounts And UMA SummitFPA Experience 2013

IMCA Advanced Wealth Management ConferenceTiburon CEO Summit XXVSIFMA Annual Meeting

Schwab IMPACTREITWorld 2013

Bonus To Advertisers

Ad Recall Survey Ad Recall Survey Ad Recall Survey Ad Recall Survey Ad Recall Survey Ad Recall Survey Ad Recall Survey Ad Recall Survey Ad Recall Survey Ad Recall Survey Ad Recall Survey Ad Recall Survey

Ad Closing December 3rd January 3rd February 4th March 4th April 3rd May 3rd June 3rd July 3rd August 5th September 4th October 2nd November 4th

Materials Due December 11th January 11th February 11th March 11th April 11th May 10th June 10th July 12th August 12th September 12th October 11th November 11th

Monthly Editorial Position OpportunitiesNeW: estate Planning By Trusts & Estates editors

Recruiting Trends By Mindy Diamond

The Inner Game: Practice Building By Matt Oechsli

Mutual Fund Watch By Stan Luxenbourg

Retirement Planning By Mark Miller

College Planning By Lynn O'Shaughnessey

eTF Strategies By Brad Zigler

Generations By Kevin McKinley

ReITs By Jennifer Propovec

Insurance By Alan Lavine

Get Measurable ROI For Your Print Advertising Investment In 2013 With Every-Issue Ad Recall Surveys From REP.

LegendInvestmentsWealth PlanningPractice ManagementRIAs/Independent AdvisorsWomen AdvisorsNext Generation AdvisorsOther Reports, Webinars And Rankings

Throughout 2013, REP. will conduct in-depth surveys of the ads that appear in our print publication. This research will provide valuable feedback on how well your ads are performing with the industry’s leading audience of brokers, financial planners and other investment managers.

All ads half-page or larger appearing in REP. in 2013 will be included in these studies. What’s more, you’ll also have the opportunity each issue to include a proprietary question or two of your own—concerning your ad, your organization, product features, or anything else you’re interested in learning more about. Readers will be asked to indicate their level of familiarity with each ad; how they rate the overall

effectiveness of the ad; and whether they’re a current or potential user of the product or service advertised.

In addition, we’ll ask readers about the methods they use to go about getting more information concerning the products and services they see advertised in REP. and compare their use of websites, phone and email. We’ll also examine the survey results by product and service classification so you can see how your ad stacks up with others in your category.

By analyzing the recall of your own ads, and comparing your performance with the other ads studied in the issue, you can learn ways to communicate with your customers and prospects more effectively—and receive a measurable return on your advertising investment.

Note: Editorial calendar subject to change without notice.

2013 REP. Editorial Calendar

2

Display Advertising RatesNumber 46

Size: 4 Color 1x 3x 6x 9x 12x 18x 24x 30x 36x

1 page $19,445 $18,123 $17,367 $16,989 $16,612 $16,233 $15,856 $15,481 $15,100

2/3 page $15,552 $14,498 $13,891 $13,589 $13,287 $12,987 $12,685 $12,383 $12,078

1/2 island $13,224 $12,330 $11,811 $11,560 $11,300 $11,042 $10,783 $10,530 $10,271

1/2 horizontal $12,439 $11,595 $11,112 $10,868 $10,629 $10,383 $10,147 $9,903 $9,663

1/3 page $9,333 $8,697 $8,334 $8,159 $7,976 $7,795 $7,613 $7,431 $7,249

Size: Black & White 1x 3x 6x 9x 12x 18x 24x 30x 36x

1 page $16,936 $15,786 $15,129 $14,799 $14,470 $14,141 $13,813 $13,484 $13,155

2/3 page $13,205 $12,309 $11,790 $11,539 $11,280 $11,027 $10,769 $10,510 $10,258

1/2 island $11,186 $10,426 $9,992 $9,775 $9,558 $9,342 $9,125 $8,907 $8,690

1/2 horizontal $10,501 $9,789 $9,377 $9,173 $8,970 $8,767 $8,565 $8,362 $8,159

1/3 page $7,798 $7,270 $6,963 $6,816 $6,661 $6,514 $6,361 $6,207 $6,059

Premium position add 15%. No charge for bleed. Additional charge for metallic inks. For information on higher frequency discount rates, contact your local sales representative.

Classified Advertising RatesNumber 37

Size: 1x 3x 6x 9x 12x 18x

Per col. inch $232 $226 $214 $207 $201 $189

1 Page $6,947 $6,770 $6,418 $6,206 $6,030 $5,677

2/3 Page $4,631 $4,513 $4,278 $4,137 $4,020 $3,785

1/2 Page $3,473 $3,385 $3,209 $3,103 $3,015 $2,838

1/3 Page $2,315 $2,257 $2,139 $2,069 $2,010 $1,892

1/6 Page $1,158 $1,128 $1,070 $1,034 $1,005 $946

1/12 Page $579 $564 $535 $517 $502 $473

All rates are media commissionable to accredited advertising agencies.

Display Advertising Rates Number of units within 12 months from date of first insertion in contract period determines frequency rate.

Supplied Inserts and Business Reply Cards (BRCs): Accepted in all issues. For information, contact your sales representative.

Special Positions Cover 2 ............................. 25% premium Cover 3 .............................20% premium Cover 4 ............................. 33% premium

All other special positions: 15% premium. Special positions subject to availability. For more information, contact your local sales representative.

2013 REP. Print Rates

2013 Media Kit3

Position 1:300x250

Ad and 40 words of text with headline and URL

Maximum file size: 36kFlash files not accepted

Position 2:300x250

Ad and 40 words of text with headline and URL

Maximum file size: 36kFlash files not accepted

Position 3:300x250

Ad and 40 words of text with headline and URL

Maximum file size: 36kFlash files not accepted

Enewsletterad positioning

2013 Enewsletter Rates

2013 Media Kit4

Wealth Management Letter Circulation: 73,819 • Published weekly Position 1 $5,200 Position 2 $2,600 Position 3 $1,300

Conrad Teitell Philanthropy Tax Letter Circulation: 62,107 • Published monthly Position 1 $2,500 Position 2 $1,250 Position 3 $625

Wirehouse Advisor Circulation: 38,397 • Published monthly Position 1 $3,000 Position 2 $1,500 Position 3 $750

Wealth Watch Circulation: 63,200 • Published twice a month Position 1 $3,000 Position 2 $1,500 Position 3 $750

RIA Rising Circulation: 31,894 • Published monthly Position 1 $3,000 Position 2 $1,500 Position 3 $750

Fast Track for Growth Circulation: 28,745 • Published twice a month Position 1 $3,000 Position 2 $1,500 Position 3 $750

The Branch Management Letter Circulation: 21,332 • Published monthly Position 1 $2,500 Position 2 $1,250 Position 3 $625

Practice Management Letter Circulation: 135,000 • Published twice a month Position 1 $5,200 Position 2 $2,600 Position 3 $1,300

Tech Advisor Circulation: 99,672 • Published monthly Position 1 $3,000 Position 2 $1,500 Position 3 $750

Tech Review Circulation: 28,499 • Published monthly Position 1 $2,000 Position 2 $1,000 Position 3 $500

Alternative Investments Circulation: 119,081 • Published monthly Position 1 $3,000 Position 2 $1,500 Position 3 $750

Wealth Advisor Weekender Circulation: 118,004 • Published weekly Position 1 $3,000 Position 2 $1,500 Position 3 $750

Retirement Letter Circulation: 99,829 • Published monthly Position 1 $3,000 Position 2 $1,500 Position 3 $750

The Insurance Letter Circulation: 68,289 • Published monthly Position 1 $2,500 Position 2 $1,250 Position 3 $625

College Savings Advisor Circulation: 90,009 • Published monthly Position 1 $2,500 Position 2 $1,250 Position 3 $625

2013 Media Kit5

2013 Website Ad RatesRun Of Site 75,000+Ad Opportunities Up to 24,999 25-49,999 50-74,999 (% Share Of Voice) Position 1 (728 x 90) $130 CPM $120 CPM $110 CPM Call for pricing Position 2 (300 x 250) $120 CPM $110 CPM $105 CPM Call for pricing Position 3 (300 x 250) $50 CPM $45 CPM $40 CPM Call for pricing Position 4 (728 x 90) $50 CPM $45 CPM $40 CPM Call for pricing

Individual Channel Ad Opportunities Up to 25,000 Monthly Impressions Channel Takeover (four positions) $150 CPM Sub-channel Takeover (four positions) $120 CPM

Mobile and iPAD Ad Opportunities Up to 25,000 Monthly Impressions Mobile Web Based App Exclusive $175 CPM iPad Readers Website Exclusive $175 CPM

Trusts & Estates Plus iPad App Thought Leadership Sponsorship $2,500/submission Exclusive Channel Sponsorship $1,500/month (3 month minimum)

Timed Opportunities Frequency Cost Home Page Takeover 24 hours $12,500 Interstitial 1 week $7,500 Pop Poll 2 months $2,500 REP. Landing Page on WealthManagement.com 2 months $4,000 T&E Landing Page on WealthManagement.com 2 months $4,000 Videos (each) 3 months $2,500 White Paper Listings (each) 12 months $3,500

Branding Opportunities Individual Channel Topics All Main/ All Channel (Logos With Links: 300 x 100) Sub-channel Pages Stories News $4,000 NA Investments $3,500 $4,000 Wealth Planning $4,000 $4,000 Practice Management $4,000 $4,000 Resource/Community $2,500 $500/Forum Data/Tools $500/Tool NA Opinions/Blogs $500/Author NA

Monthly Impressions

News Investment Opinions Wealth Planning

Practice ManagementResources & CommunityData & Tools

WealthManagement.com Main Channels

Position 1 728 x 90

Position 4 728 x 90

Position 2 300 x 250

Position 3 300 x 250