Marketing

From closed-end funds to Reg BI, here's what could be playing out this year.

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

How today’s advanced analytics are key.

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.

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.

The agency floats proposal to expand regulations to accommodate new online channels, allow for third-party ratings and testimonials.

One full-page advertisement, featuring seven female employees at Fisher Investments, is headlined: “You Heard Their Story. Now Hear Ours.”

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.