M e d i a P l a n n e r 2013
OnWallStreet.com
2013
Wealth Management Made Personal Wealth management is unique. It is all inclusive and yet highly individualized. To be effective, Wealth Managers need to address every aspect of a client’s life, both financial and personal, in order to develop an individualized plan based on each specific client’s conditions, needs and goals. Wealth management requires connecting on a personal level in ways that go far beyond the retail financial services industry norm. No pre-packaged programs for the affluent client. He wants better, she demands more. Wealth Managers need to deliver. That’s why there is On Wall Street – Wealth Management Made Personal. Serving an industry that is constantly changing, On Wall Street is advancing along with the evolving face of communications into a fully integrated media network of print, digital, online, mobile, video and live events to fully engage our audience of wirehouse and regional brokerage firm advisors through the preferred media of their choice. For advertisers, On Wall Street treats your messaging with the same personal attention we direct towards our audience. Just as each affluent client needs a personal plan to succeed, so does each advertiser.
Ideas and Insights for Wealth Managers
Volume 22, No. 8 • August 2012
www.onwallstreet.com
Ideas and Insights for Wealth Managers
Volume 22, No. 5 • May 2012
THE NEW
www.onwallstreet.com
EMERGING MARKETS
The Top 10 Branch Managers p.24
The Emerging Markets Push p.44
Life Stories with Lisa Shalett of Merrill Lynch
Africa and the Middle East spell profit and opportunity
p.64
COUNSELING CLIENTS
The Stormy State of the Industry p.9
THROUGH MENTAL ILLNESS
Olympian Advisors p.24
Michael Scott of Ameriprise provides wealth planning for families caring for relatives with special needs
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Recruitment Pitfalls to Avoid p.35
4/19/2012 6:22:20 PM
Rajiv Jain manages the top performing Virtus Emerging Opportunity Fund A
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NEW In 2013:
New features and enhancements to OnWallStreet.com Improved navigation and new ad sizes! OnWallStreet.com
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Editorial Excellence Editorial Team
A Year In Preview In a challenging world economy, On Wall Street is the essential multi-media source for financial advisors at the largest and most elite brokerage firms in the country. On Wall Street understands that wealth management is personal to both financial advisors and their clients alike. That’s why we offer valuable, cutting-edge insights on how advisors can take their practice to the next level. Whether it is the war for talent between firms, competitive compensation grids or how to capture more of a high-net-worth client’s assets, On Wall Street targets the issues critical to the success of advisors and their firms. In 2013, On Wall Street’s role as a thought-leader has never been more important. Expert insight and commentary are offered each month in print and each day online covering topics such as retirement building and distribution, global investing, regulation, compliance, arbitration, asset allocation, investment strategies and tax saving tactics as well as products such as mutual funds, annuities, and exchange-traded funds. It’s all about serving the wirehouse and regional-broker dealer advisor and their affluent clients on a personal basis.
Lorie Konish Managing Editor
Mason Braswell Associate Editor
Matt Ackermann Online Editor-in-Chief
On behalf of the entire staff, we look forward to serving you. Regards, Frances A. McMorris Editorial Director, Special Projects, Investment Advisor Group Editor-in-Chief of On Wall Street
Samantha Allen Senior Digital Editor
Columnists & Contributors
Todd Colbeck Principal & Founder Colbeck Coaching Group
Carrie Degenhardt-Burke President Degenhardt Consulting
Milton Ezrati Partner Lord Abbett
Dr. Denise Federer,Ph.D. Owner Federer Performance Management Group
Alan J. Foxman Senior Consultant National Compliance Services
Jeff Tjornehoj Head of Americas Research Lipper Inc.
Matthew Lemieux Senior Research Analyst Lipper Inc.
Tom Roseen
Dr. Jerry A. Webman Chief Economist Oppenheimer Funds, Inc.
Bill Willis President & CEO Willis Consulting, Inc.
OnWallStreet.com
Head of Research Services Lipper Inc.
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Ideas and Insights for Wealth Managers
Volume 21, No. 12 • December 2011
www.onwallstreet.com
EDITORIAL EXCELLENCE
ONE-OF-A-KIND COVERAGE On Wall Street stays on point by providing extensive coverage of investment products that enable advisors to build and preserve wealth for their affluent clients.
Top 40 Under 40 The Best. The Brightest. And the Secrets of Their Success.
From a content perspective, our market differentiator is that we originate in-depth, feature stories, increasingly uncommon in the digital age with specific focus on asset classes, managed money, tax planning, retirement, company profiles, career management, regulatory issues and global investing perspectives.
Thomas Hutson-Wiley of Merrill Lynch grabs the top spot this year.
th
anniversary
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Ideas and Insights for Wealth Managers
Monthly Features
Volume 22, No. 3 • March 2012
Peak Performance: Coverage of investment products and to help advisors build and preserve the wealth of their clients. Focuses on asset classes, managed money, tax issues and global perspectives
www.onwallstreet.com
GO TEAMS! The 2012 Compensation Ranking reveals the best payout plans and the emergence of team-based awards
Your Practice: Experts discuss regulatory matters, client prospecting, retention, referrals, and how to build your book of business
THE RICH RUSH TO REITS P.13 A NEW BULL MARKET? P.26
The Wealthy Retiree: Focuses on retirement issues and related products such as IRAs, Keoghs, SEPs and 401(k)s
THE FINANCIAL CALCULUS OF AGING P.56
Darryl Metzger of Hilliard Lyons
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QUESTIONING AUSTERITY P.35
DECIPHERING FUND FEES P.38
Ideas and Insights for Wealth Managers
THE LEGACY ADVISOR P.47 Volume 22, No. 6 • June 2012
Wealth Industry: Provides coverage of the latest trends affecting advisors, their firms and their high-net-worth clients By The Rules: Explores developments in the world of regulation and compliance
onwallstreet • Vo l u m e 22, No. 6
Life Stories: Top executives share their personal triumphs and challenges on their way to the top
www.onwallstreet.com
J u n e 2012 Top 10 Branch Managers of the Year
TOP 10 BR ANCH MANAGERS OF THE YEAR
ON WALL STREET AND NEW YORK LIFE/MAINSTAY INVESTMENTS HONOR THE LEADERS ON THE FRONT LINES
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Signature Issues
Exclusive Online Features
• Recruiters Roundtable
• AdvisorTV— In-depth, one-on-one conversations with industry experts (On-demand)
• Top 10 Branch Managers of the Year • Compensation 2013
Ideas and Insights for Wealth Managers
Volume 22, No. 8 • August 2012
www.onwallstreet.com
• Top 40 Under 40
• Popular E-Newsletters (Delivered daily, weekly, bi-monthly, and monthly) • Discussion Boards (Industry moderated) • Social Media Groups (Twitter, Facebook, LinkedIn)
THE NEW
EMERGING MARKETS Africa and the Middle East spell profit and opportunity
95% of subscribers said that On Wall Street has maintained or increased it’s value to them over the past year.
The Stormy State of the Industry p.9 Olympian Advisors p.24 Recruitment Pitfalls to Avoid p.35
Source: Lodestar Reader and Website User Survey, September 2012
Rajiv Jain manages the top performing Virtus Emerging Opportunity Fund A
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AUDIENCE
Audience At A Glance Successful
160
$189.7 million
$2.9 million
average client base
assets managed on behalf of clients
average client account value
$456,000
6.1 years
46 minutes
length of readership
average time spent reading each issue
approximate gross-production for last 12 months
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 Highly Engaged • On average, our readers subscribe for 6 years • 95% say On Wall Street has maintained or increased it’s value over the past year • 90% save their issues for future reference • 74% read 3 out 3 issues; 53% read 4 out of 4 of their issues
Recommends Products/Services Top products recommended: • 64% Mutual Funds - Load • 62% Bonds • 62% Common Stocks • 62% IRAs, Keoghs, and SEPs
Responds to Advertising In the last 12 months, On Wall Street readers took the following actions in response to seeing advertisements in the magazine. • 45% visited an advertiser’s web site • 18% recommended an advertised product/service to a client • 17% recommended an advertised product/service to a colleague
Engaged Online Audience of Wirehouse and Regional Broker-Dealer Advisors
51,059 monthly
unique visitors and 295,666 monthly page views. Source: Google Analytics, May-July 2012
56% of subscribers have purchased or recommended a product/service based on an ad in On Wall Street. *Source: Lodestar Reader and Website User Survey, September 2012
OnWallStreet.com
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AUDIENCE
AUDIENCE BREAKDOWN
Maximize the reach of our digital and print distribution channels for unparalleled industry coverage.
Print/Digital Magazine Audience
37,600
90,100
Total Audience*
Online/ E-Newsletter Audience
Duplicated Audience
122,800 Wirehouse and Broker Dealer Advisors
70,300
Total Audience with Pass-Along 185,281***
*Source:September 2012 Publishers Own Data **Source: Lodestar Reader and Website User Survey, September 2012
The Strength of our Subscribers** • 90,100 total qualified print subscribers • 185,281 total pass-along readership***
JOB TITLE/FUNCTION**
• 100% Direct Request • #1 in total national and regional wirehouse circulation
Business/Industry Breakdown**
Branch Manager
5.1% 8.7%
Officer/Principal/ Partner/Senior Manager
56.90%
86.2%
Financial Advisor
Full Service National Brokerages
43.10%
Regional or Local Brokerage Companies
56% of readers said that if they could only subscribe to one industry publication targeted to advisors it would be On Wall Street. **Source: BPA June 2012 Circulation Statement ***Source: Lodestar Reader and Website User Survey, September 2012
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Editorial CALENDAR
Issue Month
FOCUS
Peak Performance
Your Practice
Bonus Distribution
January
• New Year, New Challenges: How the markets and economy will behave in the wake of the presidential election.
• Mutual Fund Focus
+ Corporate Culture (Bill Willis) + Client Marketing (Todd Colbeck) + Compliance (Alan Foxman)
• FSI Broker-Dealer Conference • IMCA NY Consultants Conf. • TD Ameritrade
• Mutual Fund Focus • Going Global (Milton Ezrati)
+ Careers (Carri Degenhardt-Burke) + The Advisor’s Emotions (Dr. Denise Federer) + Client Marketing (Todd Colbeck) + Compliance (Alan Foxman)
• TD Ameritrade • IRI Marketing Conference • T3 Technology Tools For Today • Industry Trends & Marketing Conference**
• Mutual Fund Focus
+ Corporate Culture (Bill Willis) + Client Marketing (Todd Colbeck) + Compliance (Alan Foxman)
• ASPPA 401(k) Summit • MMI Sales & Marketing Leadership Summit
Space Close: 11/21 Materials Due: 11/30
• Naming the most influential personalities to watch in the New Year. Alternative Investments Guide*
February
Space Close: 1/3 Materials Due: 1/8
• The Power Issue Annual Recruiters Roundtable Our panel of expert headhunters weigh in what both advisors and firms need to know now. • Regulation & Compliance What new rules are on the horizon for advisors and the progress of Dodd-Frank • REIT Roundup • The Tech Savvy Advisor Getting up to speed on new tools, software and social media • Tax Tips for Advisors
March
Space Close: 1/31 Materials Due: 2/5
• Compensation The Annual Compensation Ranking The exclusive annual report on how advisors are being paid at different production levels IMCA Pre-Conference Guide*
April
• Advising Small Business Owners Finding the next big entrepreneurial clients and how to best meet their specialized needs
• Mutual Fund Focus • Going Global (Milton Ezrati)
+ Careers (Carri Degenhardt-Burke) + The Advisor’s Emotions (Dr. Denise Federer) + Client Marketing (Todd Colbeck) + Compliance (Alan Foxman)
• Tiburon CEO Summit XXII • IMCA Annual Conference • Capital Link Closed-End ETF Forum • Women Advisors Forum (NYC)**
May
• Branch Managers Issue Top 10 Branch Managers of the Year On Wall Street’s panel of experts picks the best branch managers and offers interviews with each about what makes them and their team so successful
• Mutual Fund Focus
+ Corporate Culture (Bill Willis) + Client Marketing (Todd Colbeck) + Compliance (Alan Foxman)
• ICI General Membership Meeting • NAPFA National Conference • Women Advisors Forum (Dallas)**
June
• The On Wall Street Broker-Dealer Survey Ranking the brokerage firms in the employee-advisor space by revenue
• Mutual Fund Focus • Going Global (Milton Ezrati)
+ Careers (Carri Degenhardt-Burke) + The Advisor’s Emotions (Dr. Denise Federer) + Client Marketing (Todd Colbeck) + Compliance (Alan Foxman)
• Pershing INSITE • Morningstar
Space Close: 2/21 Materials Due: 2/27
Space Close: 4/4 Materials Due: 4/9
Space Close: 5/2 Materials Due: 5/8
The editorial calendar and bonus distributions are subject to change. Please contact your sales manager for the current schedule. *Produced by SourceMedia’s Marketing Solutions Group. Please see the Resource Guide editorial calendar for closing dates. ** Denotes SourceMedia events and conferences
In Every Issue: The Wealthy Retiree • Wealth Industry • By The Rules • Life Stories
OnWallStreet.com
V11.20.12
2013 Issue Month
Editorial CALENDAR
FOCUS
Peak Performance
Your Practice
• College planning The Best Bang for Your Buck in 529 Plans
• Mutual Fund Focus
+ Corporate Culture (Bill Willis)
Bonus Distribution
FREE AD TESTING
July
Space Close: 5/23 Materials Due: 5/29
+ Client Marketing (Todd Colbeck) + Compliance (Alan Foxman)
August
Space Close: 7/3 Materials Due: 7/10
• The Global Issue Investing overseas and planning for the sophisticated, multinational client
• Mutual Fund Focus • Going Global (Milton Ezrati)
• The Top Emerging Market Funds
+ Careers (Carri Degenhardt-Burke) + The Advisor’s Emotions (Dr. Denise Federer) + Client Marketing (Todd Colbeck) + Compliance (Alan Foxman)
September
Space Close: 8/1 Materials Due: 8/7
• Retirement The latest in financial products; income-producing vehicles, IRAs, 401(k)s and target-date funds
• Mutual Fund Focus
+ Corporate Culture (Bill Willis)
• IRI Insured Retirement Institute
+ Client Marketing (Todd Colbeck) + Compliance (Alan Foxman)
• Annuity performance • Long-term care insurance carriers 16th Annual Independent Broker-Dealer Guide*
October
Space Close: 8/21 Materials Due: 8/27
• The State of Wealth Management How the firms are faring Who’s up and who’s down as the year progresses
• Mutual Fund Focus • Going Global (Milton Ezrati)
• Alternative Investments From art to wine to antique cars. What advisors need to know to add value for their collector-clients.
November
Space Close: 10/2 Materials Due: 10/8
• Philanthropy and Estate Planning What advisors need to know to advance the charitable giving of clients.
+ Careers (Carri Degenhardt-Burke)
• FPA Annual Conference
+ The Advisor’s Emotions (Dr. Denise Federer)
• Women Advisors Forum (Chicago)**
• SRI in the Rockies
+ Client Marketing (Todd Colbeck) + Compliance (Alan Foxman)
• Mutual Fund Focus
+ Corporate Culture (Bill Willis)
• Schwab IMPACT • Women Advisors Forum (Southern CA)**
+ Client Marketing (Todd Colbeck)
• The best tactics to preserve and pass on wealth, with the latest trends in trusts, gifts and estate tax.
+ Compliance (Alan Foxman)
FREE AD TESTING
December
Space Close: 10/31 Materials Due: 11/6
• Top 40 Under 40 On Wall Street ranks the Top 40 Advisors Under Age 40 by Assets Under Management
• Mutual Fund Focus • Going Global (Milton Ezrati)
+ Careers (Carri Degenhardt-Burke) + The Advisor’s Emotions (Dr. Denise Federer) + Client Marketing (Todd Colbeck) + Compliance
The editorial calendar and bonus distributions are subject to change. Please contact your sales manager for the current schedule. *Produced by SourceMedia’s Marketing Solutions Group. Please see the Resource Guide editorial calendar for closing dates. ** Denotes SourceMedia events and conferences
In Every Issue: The Wealthy Retiree • Wealth Industry • By The Rules • Life Stories OnWallStreet.com
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Strategic Marketing
Delivering Maximum Results Across All Media Platforms With the resources and creativity of an agency and the reach and expertise of market-leading brand, our marketing solutions deliver fully integrated content marketing programs that enhance your reputation and drive engagement among financial services professionals.
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Ideas and Insights for Wealth Managers
Volume 22, No. 9 • September 2012
www.onwallstreet.com
THE ART OF THE
CLIENT VISIT
RAYMOND JAMES GIVES NEW MEANING TO “CORPORATE CULTURE”
Baby Boomers’ Tough Love p.13 www.onwallstreet.com
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onwallstreet • Vo l u me m e 2 2, 2 , N o. 9
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The Retirement Specialist p.34 To Compete or Non-Compete p.46
Patrick O’Connor, Senior VP, Wealth Management Solutions at Raymond James
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2013 Small Ads That Generate Big Results On Wall Street Classifieds is an ideal environment for direct response advertisers to showcase their products and services to more than 122,800* wirehouse and regional broker-dealer advisors.
Ad Sizes
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onwallstreetmarketplace
onwallstreetmarketplace
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Simply put it’s a small wonder.
$1,500
Let us customize a classified campaign for you.
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Contact Sheila Sullivan-Alyskewycz, Classified Sales Manager at 631.659.3370 56 onwallstreet
056_OWSSep12 3
September 2012
www.onwallstreet.com
8/13/2012 10:17:45 AM
www.onwallstreet.com
057_OWSSep12 4
September 2012
onwallstreet 57
8/13/2012 10:19:04 AM
Value added services • Company logo included as part of the print ad at no additional charge.
• Agency commission of 15% of gross billing is allowed on classified advertisements Ÿ page or larger.
• No additional charge for 4-color ads.
• Classified ads are included in On Wall Street’s Digital Edition. (When provided, ads are linked to your web site and/or to an email address.)
Marketplace Message Center (Per Month) Options Headline, text and logo 220x200 Banner Unit, 40k max GIF or JPG
Open
3x
6x
12X
$770
$660
$365
$660
$1,100
$1,070
$1,040
$950
Specifications
Includes
Headline
Two lines of text (50-60 character max)
Body
10 pixels (170-200 character max)
Company Logo
88x31 pixels
Advertising Contact:
Sheila Sullivan-Alyskewycz Classified Advertising Manager Phone/Fax: 631.659.3370 sheila.sullivan@sourcemedia.com *Source: September 2012, Publishers Own Data
All Rates Are Net
OnWallStreet.com
V11.20.12
Print Advertising Specifications
2013 Creative Formats & Specifications
A.
B.
E.
C. D.
F.
A. FULL PAGE
B. 2/3 Page Vertical
C. 1/2 Page Island
D. 1/2 Page Horizontal E. 1/3 Page Vertical
F. 1/3 Page Square
Trim Size: 7 7/8" (w) x 10 1/2" (h) Full Bleed: 8 1/8" (h) x 10 3/4" (w) Full Non Bleed: 7" (h) x 10" (w)
4 1/2” (w) x 10” (h)
4 1/2” (w) x 7 1/2” (h)
7” (w) x 5” (h)
4 1/2” (w) x 4 7/8” (h)
2 1/8” (w) x 10” (h)
PDF Specifications
Postscript and PDF Checklist
Submission Information
We prefer to receive digital advertising files in Adobe’s PDF format created from an Adobe application using the PDF/X-1a:2001 specification. Typically, PDF files are created from Postscript files utilizing Adobe Acrobat Distiller, but PDF’s created directly from InDesign will work as well. We do NOT recommend exporting PDF files directly from your native operating system, Quark or other non-Adobe applications. The results of exporting from non-Adobe applications can be unreliable and will not meet our specifications because the profiles listed below were not used in the creation process.
Check 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.
Set your FTP Client software to the following configuration: (with proofs sent to the indicated address)
Creating PDF’s from an InDesign File Adobe PDF Presets menu • Choose PDF/X-1a:2001 • Then choose Export from the File menu
Creating PDF’s from a Quark File First 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.
Check Colors Used • E nsure all color NOT intended to separate as a spot color is defined as Process color (CMYK)
FTP Site Address: ftpfiles.sourcemedia.com User Name: AdDrop Password: rainbow Upload files to: /dropbox/AdMaterials • When files are uploaded, please notify Production Department.
Send files with proofs to: SourceMedia/On Wall Street One State Street Plaza, 27th Floor New York, NY 10004 Attn: On Wall Street Trafficking
Check Fonts • E nsure that all fonts used are PostScript type 1 or Open Type fonts. We do not accept TrueType or MultipleMaster fonts. Check Images 1. 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. Proofs All 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. CD/DVD ROM 2. FTP
OnWallStreet.com
V11.20.12
ONLINE Advertising Specifications
2013 Creative Formats & Specifications
SourceMedia uses DART for Publishers (DFP) to serve ads to its websites. DART for Advertisers clients (DFA) are encouraged to send Internal Redirects to expedite the ad traffic process. STANDARD BANNER ADS:
ClickTag with Flash
File Formats: • GIF (static or animated) • JPG (static) • Flash (see instructions below. Please note, Flash banners are not viewable on iPhone or iPad) • 3rd Party Tags (from approved 3rd party RM Vendors: Atlas, Mediaplex, Pointroll, Eyeblaster, etc.)
To 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"); }
■ All files must be 40K or less. ■ Max looping: indefinite ■ Max animation: :15 ■ Max frame rate for flash : 18fps ■ Audio must be user initiated ■ Creative due 5-10 days in advance of campaign start dat
In ActionScript 3, the equivalent code would be: function Clicked(e:MouseEvent):void { navigateToURL(new URLRequest(loaderInfo.parameters.clickTag), "_blank"); }
■ For e-Newsletters we DO NOT accept 3rd party tags, Rich Media redirect tags, or
Target="_blank" is required in the "Basic Actions" to make sure the click thru opens a new window.
Flash files ■ We can only serve 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 Rich Media File Formats Accepted 1. Approved 3rd Party Rich Media 2. Flash 3. HTML Approved Rich Media Vendors Banner: DoubleClick, Atlas, Eyeblaster, Mediaplex, PointRoll, Unicast, Viewpoint, BlueStreak, Flash, HTML Expandable/Out-of-Banner: DoubleClick, Eyeblaster, Linkstorm Interstitial Floating Ads: DoubleClick, Eyeblaster, Atlas, Mediaplex Lead Time for Rich Media Banners: 5-10 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 Guidelines Please note that Flash ads must conform to the IAB interactive 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 is serving the ad, 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.
SourceMedia Flash Production Guidelines Flash version: We support up to Flash version 10
**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.
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 Macromedia Flash banner(s) you must supply: 1. A compiled .swf file – 40K 2. A back-up standard GIF/JPEG image file for non-Rich Media enabled browsers – 40K 3. A click-through URL
Filenames 1. 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: ? 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 Information One-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 firstname.last@sourcemedia.com. FTP Site Address: ftpfiles.sourcemedia.com Username: aduser Password: fulcrum29
OnWallStreet.com
V11.20.12
ONLINE Advertising Specifications
2013 STANDARD AD SPECIFICATIONS
Additional Requirements: See Ad Guidelines & Policies and Implementation Instructions Lead Time: 5–10 Business Days 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 printout sponsorship)
728x90
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
20K max
GIF, JPG, FLASH, 3rd Party
:30
No loop maximum, but total animation time for all loops combined cannot exceed 30 seconds.
Click Only
24 fps
20K max
GIF, JPG, FLASH, 3rd Party
:30
No loop maximum, but total animation time for all loops combined cannot exceed 30 seconds.
Click Only
24 fps
20k max
GIF, JPG, FLASH3rd party
:30
No loop maximum, but total animation time for all loops combined cannot exceed 30 seconds.
Click Only
24 fps
NO
:30
No loop maximum, but total animation time for all loops combined cannot exceed 30 seconds.
Click Only
24 fps
Ad Format
Standard Button
120x90
Standard Button
180x150 220x200
Standard Button
230x90
NO
NO
NO
Button 2 (pub bar unit)
120x60
20k max
GIF, JPG, FLASH, 3rd party
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
GIF, JPG, FLASH 3RD Party tags accepted
NO
N/A
N/A
Click Only
18fps
15k
JPG, GIF
NO
N/A
N/A
Click Only
N/A
100k
.SWF (Flash) back up JPEG, GIF
:30
No loop maximum, but total animation time for all loops combined cannot exceed 30 seconds.
N/A
N/A
50k
SWF (Flash) with backup JPG and GIF
:30
No loop maximum, but total animation time for all loops combined cannot exceed 30 seconds.
N/A
N/A
Wallpaper
Search Sponsor Ad Container (Non-IAB standard size) Overlay Ad (available in slideshows and video)
Lower Third (available in slideshows)
188x1050 (left panel) and 188x1050 (right panel) Also available as 1280x1024
88x31
300x50, 450x50
300x60
50k (left panel) 50k (right panel) 100k for 1280x1024
NO
NO
** Note that for Wallpaper/Skins use the following ClickTag script. These units are available to run on the homepage and slideshow pages only. Recommended frame rate: 18fps. clickTAG script: on (release) { getURL(clickTAG); } ** Medium rectangle ads are also available in all slideshows. The ad creative displays after every 4th image. A maximum of 2 ads per slideshow.
OnWallStreet.com
V11.20.12
ONLINE Advertising Specifications
2013 RICH MEDIA ADS FORMATS AND SPECIFICATIONS Ad Format
Ad Unit Size
Max Expansion
Max Initial Load File Size
Expansion
Flash
Audio
File Size
Specifics
Initiation
Maximum Animation
Controls
Length
Expandable
300x250
500x500
40K max
70K (polite load)
18 fps
User Initiated (on click).
:15
• Control = “Close X” • Feature = Enable Mouse-Off Retraction
Expandable
728x90
728x270
40K max
70K (polite load)
18 fps
User Initiated (on click).
:15
• Control = “Close X” • Feature = Enable Mouse-Off Retraction
Expandable
120x600 160x600 (some sites)
400x600
40K max
70K (polite load)
18 fps
User Initiated (on click).
:15
• Control = “Close X” • Feature = Enable Mouse-Off Retraction
40K max
1.2 MB*** Download (Video/ Streaming Only) (Polite Download)
18 fps
User Initiated (on click).
:30
• Control = “Close X”, Play, Pause, Rewind, Volume
18 fps
User Initiated (on click)
:15
• Control = “Close X” • Feature = Enable Mouse-Off Retraction
In-Banner Video
300x250
500x500
Peel Back
125x125
700x700 (Depending on Publisher)
40K max
70K (polite load) Incremental 1 MB allowed if incorporating video
Pushdown
970x66
970x418
40k
60k
18 fps
User Initiated (on click).
:15
• Open = Expands on Click • Control = “Close X”
Pub Bar (3rd Party not accepted)
120x60
640x480
20K
50K
18 fps
User Initiated (on click).
:15
• Control = “Close X” • Feature = Interstitial container with “Close X” function.
Welcome Ad
640x480
N/A
40K
N/A
18 fps
User Initiated (on click).
:15
• Control = “Close X” • Feature = Interstitial container with “Close X” function
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 120x600/160x600 expands right only. 5. The 970x66 Pushdown Expands down 6. The Pub Bar 120x60 opens a 640x480 ad in the middle of the page. We don’t use 3rd Party tags for Peel Back ads. 7. Method of expansion and un-expansion must be the same 8. 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.
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.
MOBILE/SMARTPHONE Leaderboard (also footer ad placement)
300x50
.gif, .png, .jpg for still image Animated .gif for animated banner placements
Basic banner size: <5k Enhanced banner size: <7.5k
In-content ad placement
216x36
.gif, .png, .jpg for still image Animated .gif for animated banner placements
Basic banner size: <3k Enhanced banner size: <4.5k
OnWallStreet.com
V11.20.12
ONLINE Advertising Specifications
2013 Creative Formats & Specifications
PRE-ROLL / VIDEO AD SPECS AND GUIDELINES Pre-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-roll video assets across the majority of our content areas. Pre-roll video assets may be accompanied by a companion banner ad. Companion ads must offer click-through 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 exposure across SourceMedia sites network. • Video Dimension: 580x320 • Max File Size: 2MB • Video Initiation: Host Initiated TRACKING Pre-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, FLV, MOV, AVI, VAST Redirect, VAST InLine (encoded in Low, Mid, High) • 1.2MB • 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 • We prefer minimal compression (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
SOUNDTRACK All files must contain a soundtrack, even if the ad is to run without sound. COMPANION / SYNCHED DISPLAY BANNERS Consistent with SourceMedia Online Rich Media Ad Guidelines: File format: JPG or GIF Banner Size: 300x250, 728x90 File Size: initial load = 40k, max file size = 80k Click URLs a must*** DELIVERY OF VIDEO ASSETS 1. Video ad asset 2. Exit URL to client site 3. Backup GIF or JPEG image 4. Tracking requirements 5. 1x1 click through and view through tracking tags (optional) SUBMISSION GUIDELINES To be provided to designated SourceMedia contacts and/or FTP information below 5 to 10 Business Days prior to launch***
FTP Site Address: ftpfiles.sourcemedia.com Username: aduser Password: fulcrum29
For More information, Contact: Betty Lai Digital Ad Coordinator 212.803.8586 betty.lai@sourcemedia.com
OnWallStreet.com
V11.20.12