Reader Profile
ABA Trust & Investments
Back to ABA Trust & Investments | Past Issues | Send Comments | 2012 Editorial Calendar | Article Index | Author Guidelines | Reader Profile | Advertising Information | Awards | Info Links | Contact Us | Digital Issue FAQs | Other ABA Publications
Virtually all of the 7,200+ ABA Trust & Investments readers are upper-level executives employed exclusively in the areas of personal and corporate trust, estate planning, retirement services, securities operations and tax. As the area of wealth management evolves and expands, our readers not only seek information about their current area of expertise, but also that of other areas within the trust arena.
Two-thirds of the subscribers are employed at large banks over $1 billion in assets and 80% boast 10+ years experience in trust banking. Providing sound financial advice to individuals and corporate clients hinges on knowing what the latest offerings entail. Experienced trust and investment professionals turn to the ABA for solutions.
All subscriptions are 100% paid—there are no free for controlled copies mailed. Many readers pay up to $120/year to receive the magazine, while others readers receive it with their annual dues to the Institute of Certified Bankers. Holders of the following ICB designations receive ABA Trust & Investments with their dues:
- Certified Trust & Financial Advisor (CTFA)
- Certified Retirement Services Professional (CRSP)
- Certified Securities Operations Professional (CSOP)
- Certified Corporate Trust Specialist (CCTS)
- Certified IRA Services Professional (CISP)
Reader demographics from the current reader survey:
Gender: Female 67% Male 33%
Age: Under 25 0%
25-34 7%
35-44 23%
45-54 37%
55-64 29%
65 or older 3%
Trust and wealth assets under management:
Less than $500 million 31%
$500 to 999 million 10%
$1 to 10 billion 17%
$10 to 50 billion 8%
$50 billion to 100 billion 7%
more than $100 billion 11%
not indicated/applicable 15%
Years experience in trust and investment banking?
Less than 1 year 1%
1 to 4 years 1%
5 to 9 years 14%
10 to 14 years 18%
15 years or more 67%
What areas are you responsible for?
Corportate trust 31%
Employee benefit administration 27%
Estate planning/administration 57%
Personal trust administration 71%
Private banking 21%
Retirement planning 37%
Trust compliance 43%
Trust investments 39%
Trust Operations 39%
Trust sales & marketing 44%
Trust Taxation 36%
Wealth management 55%
Direct involvement in the purchase of:
Account management software 49%
Asset management 40%
Broker/dealer 28%
Document imaging solutions 49%
Employee benefit disbursement software 27%
Estate Settlement systems/software 44%
Financial planning services 42%
Fixed income evaluations 30%
Funds 40%
Independent advisory services 28%
Investment management services 40%
LIfe insurance/annuity evaluations 37%
Performance reporting 41%
Print, postal, electronic communications 28%
Proxy services 31%
Regulatory reporting services/software 33%
Retirement plan software 36%
Sales Support software 32%
Sales training 41%
Securities processing software 33%
Settlement and clearance services 33%
Tax compliance outsourcing services 38%
Trust/investment management software 58%
Which of the following actions have you taken as a result of seeing an ad in ABA Trust & Investments?
Visited an advertisers web site 31%
Used ABA InfoLinks to reach advertiser 28%
Saved an ad for reference 26%
Discussed ad with co-workers 28%
Visited an exhibit at a conference 13%
Made/Recommended purchase 12%
What do you do with your copies of ABA Trust & Investments?
Save for reference 73%
Route them 13%
Give/loan to someone else 12%
Clip/copy articles of interest 14%
When you read ABA Trust & Investments, how significant is it to you that the magazine is a product of the American Bankers Association and the Institute of Certified Bankers?
Somewhat/Highly significant 91%
Your prospects are reading ABA Trust & Investments. They have the ability to purchase. They care about your product. They take immediate action after seeing an advertisement. Are you placing your message where they will find it?
For advertising information, please contact:
| Publisher Larry Price (202) 663-5378 lprice@aba.com |
National Sales Manager Dave Bayard (973) 822-9275 dave@bayard.com |
Survey conducted October 2010 by
Back to ABA Trust & Investments
Questions? Please contact Larry Price for more information.

