Sales and Marketing

As asset managers create younger wholesaling teams, they're also adapting models that leverage digitally savvy hybrid roles.

How today’s advanced analytics are key.

More wealth management professionals are using Twitter to network and push for change.

To stand out from the crowd, some issuers have embraced thematic strategies focused on niche investments that could become the next boom industry.

Adding to discomfort with the campaign, some women discovered that the firm was also using the ad as a way to generate sales leads, employees said.

The agency floats proposal to expand regulations to accommodate new online channels, allow for third-party ratings and testimonials.

One full-page advertisement, featuring seven female employees at Fisher Investments, is headlined: “You Heard Their Story. Now Hear Ours.”

Personal Capital is the latest digital-first firm to spend on TV and magazine ads, acknowledging it is “challenging the legacy players in wealth management.”

For Fisher, the man, as well as Fisher, the firm, the fallout is piling up.

Despite recent rebranding efforts, the EventShares fund hasn’t seen an inflow since May.