Branding

Properly "priming" AI models takes effort but can ultimately free up financial advisors to perform higher-value tasks.

From a logo inspired by a clothing decoration to a name inspired by the cosmos, learn why these eight financial services revamped their brands.

Brand is more than logos, color palette and images — it's a consistent effort that encompasses every client-facing aspect of your practice, says this marketing expert.

“The name may change but our commitment to the business, our clients and our advisors serving these clients is steadfast,” said division head Barry Sommers.

The same words keep popping up in company titles. Here’s why that may be problematic.

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.

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

Sounds simple in theory, but when it comes to naming an RIA there are plenty of options to consider.

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

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.