Digital marketing

If planners can navigate data security and compliance concerns, the app can connect them with a huge new audience.

Venturing into the new social media platform, planners are encountering a deluge of misinformation, day trading and get-rich-quick schemes.

With fewer people investing in active strategies and more options to choose from, competition is extremely fierce.

Your goal should be a visually compelling site with brief, concise content that immediately tells a visitor who you are, says marketing expert Dan Sondhelm.

Nearly all of your efforts should revolve around your website, showing who you are and why your firm is different, says marketing expert Dan Sondhelm.

Many advisors aspire to serve the coveted group without really understanding their needs, wealth management marketing entrepreneur April Rudin says in an episode of Financial Planning’s Invest Podcast.

Wealth management firms have a “massive opportunity” to use new methods of reaching clients and the wider industry, FiComm Partners CEO Megan Carpenter says in an episode of Financial Planning’s In|Vest Podcast.

Whether it's AI managing regulations or next-gen tools acting as data scientists, managers say tech will change how they work.

Whether it’s AI managing regulations or nextgen tools acting as data scientists, executives say tech will change how asset managers work.

Building trust and credibility with financial advisors is key to stay competitive, as most work with 10 or more asset management firms.

President Jim Fitzpatrick plans to address changing approaches to distribution and data management, and place more focus on diversity and inclusion.

To grow, firms need to be as engaged in the marketing and sales side of their business as they are in the investment side.

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

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.

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.”

Deciding what does or doesn’t constitute a “material change” can be a tough call.

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.