Sales and Marketing

Acquiring clients can be expensive. Some digital investing platforms have turned to a marketing strategy they say may present “conflicts of interest.”

The specter of lost trillions in the coming asset transfer is causing wealth managers adapt their strategies to serve mercurial millennials.

Gaining notoriety and AUM is a challenge without a long-term track record, an extensive distribution network and a well-planned marketing strategy.

The agency wants to hire a reputation management expert to burnish its image as it faces social media attacks.

While some firms have been successful at leveraging technology to scale sales and marketing processes, others have failed.

With 7 million accounts and more than $400 billion in assets, Karl Roessner’s firm can be selective as it expands into wealth management.

Technology and communicating with clients are some ways that firms aim to protect against a potential major market downturn.

Shareholders of both companies will meet separately next month to cast ballots on the $28 billion deal, and BB&T investors will also decide whether the new company should be called Truist Financial.

Truliant Federal Credit Union claims that the BB&T-SunTrust post-merger brand represents trademark infringement and unfair competition.

"Truist" was roundly mocked when it was unveiled as the name of the merging BB&T and SunTrust, but it’s hardly the first bank moniker to elicit a "huh?" from critics.