Marketing

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.”

For Fisher, the man, as well as Fisher, the firm, the fallout is piling up.

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

The firm is relying on firm reputation and word-of-mouth referrals for growth.

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

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

To stand apart from broker-dealers, advisors may not need tougher rules, but smarter marketing.

The simple addition of an exclamation mark to the names of some mutual funds led to significant declines in net flows, researchers find.

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.

Judging by day one on social media, you’d think the new Truist brand was a flop. But marketing and branding experts say the name has a lot going for it. What matters most will be how the two banks advocate for the name.

The combined company will be known as Truist, which plays off “trust,” a word the banks’ original names had in common.