Sales and Marketing

Here are the top five areas of design to consider when developing a new brand and core message.

As Columbia Threadneedle’s head of North America marketing, Leslie Walstrom is focused on elevating the division beyond the traditional sales support.

The first of her family to work in financial services, Dina Santoro leads the strategic product and marketing agenda for Voya Investment Management.

Since joining the firm more than a decade ago, Kristen Capuano says her team has grown five-fold and now "handles all of our performance reporting.”

The firm hopes the changes reflect its image as a “powerful, innovative and unified provider” of investment products, according to co-CEO Nico Marais.

Bank critics and some lawmakers quickly seized on a tone-deaf posting by JPMorgan Chase that was designed to tout the virtues of saving money.

"High-achieving" advisors on social media can increase assets by 10%.

PR campaigns won’t be enough to salvage the bank’s reputation after a series of scandals. Instead, it should look into adopting a new name, among other crucial steps.

New technology is making it difficult for funds that fail to combine low costs, strong returns and brand equity to earn spots on investment lineups.

The bank also renamed its U.S. Trust business.