Marketing

ETF Managers Group, best known for the ETFMG Alternative Harvest ETF, signed on as the official sponsor of the UFC fighter nicknamed the Boa Constrictor.

High-AUM RIAs at TD Ameritrade’s Elite LINC tell how they grew their firms when they were starting out.

Here are the top five areas of design to consider when developing a new brand and core message.

As Columbia Threadneedle’s head of North America marketing, Leslie Walstrom is focused on elevating the division beyond the traditional sales support.

The first of her family to work in financial services, Dina Santoro leads the strategic product and marketing agenda for Voya Investment Management.

Since joining the firm more than a decade ago, Kristen Capuano says her team has grown five-fold and now "handles all of our performance reporting.”

The firm hopes the changes reflect its image as a “powerful, innovative and unified provider” of investment products, according to co-CEO Nico Marais.

Bank critics and some lawmakers quickly seized on a tone-deaf posting by JPMorgan Chase that was designed to tout the virtues of saving money.

"High-achieving" advisors on social media can increase assets by 10%.

PR campaigns won’t be enough to salvage the bank’s reputation after a series of scandals. Instead, it should look into adopting a new name, among other crucial steps.

New technology is making it difficult for funds that fail to combine low costs, strong returns and brand equity to earn spots on investment lineups.

The bank also renamed its U.S. Trust business.

Tradition, trust and Google all factor into the choice.

All 83,000 CFPs certification information is now published via the same technology that underlies fast-proliferating cryptocurrencies.

Those born too early to be digital natives may require a helping hand in developing a sophisticated online presence that accurately reflects the character of your firm.

The W Source expects to reach more than 40 chapters over the next three months, creating referral groups of hundreds of professionals.

Baby boomers are retiring and spending their savings. Are advisors prepared to onboard the next generation?

Old-fashioned referrals and seminars aren’t enough when prospects are searching online.

In the past, if someone didn’t understand you, they’d think you were smart. Now, they’re likely to just find someone else.

In today’s world, you can count on clients and prospects to question your motives, challenge your facts and respond emotionally, not rationally.