Digital marketing

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.