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The annual Schwab IMPACT Conference was held last week in San Diego. It’s a four-day gathering of RIAs and the firms providing investment products and services to this important investor category.

Monday, 31 October 2016 06:38

How to NOT Spook Your Advisor Client

Market uncertainty and a bizarre presidential administration have made some financial advisors, and their clients, a bit anxious. Here are what some mutual fund companies are doing to help alleviate some of that anxiety.

Just because something goes viral doesn’t mean it’s a sure thing.

We seem to be learning one thing after another this political season. The newest lesson is brought to us courtesy of Ken Bone, America’s 36-hour sweetheart.

Are your marketing messages getting to the people you intend them for? Or are you just tossing out "messages in bottles" and hoping for the best? 

 

When considering ways to increase your firm’s visibility, there are two primary routes to take: public relations or marketing. The two have long worked beside each other but with distinctly separate methods. 

Wednesday, 12 October 2016 06:22

Does PR Really Work?

PR has many components, so it is difficult to say whether it works or not without defining "PR". In this instance, let's assume that you are asking whether good news stories will help you attract new clients or customers.

Monday, 10 October 2016 11:37

Will Your New Fund Fly?

When launching a new fund, there are myriad considerations. Perhaps the most critical is whether investors will be interested. We are pleased to share our review of another research paper by Morningstar: The Rise and Fall of New Funds, Why Some Funds Succeed and Others Don't.  

 

Thunderclap is storming the scene with their ability to increase company’s social media exposure. 

Social media is vital to the marketing plan of any company, but it takes more than simply creating a Facebook page or Twitter account to be successful. 

Monday, 10 October 2016 06:01

Factors that Drive Fund Flows

Morningstar's 30 plus page research report concludes that “investors really do respond to a wide spectrum of information about mutual funds when making their investment decisions. Data on past performance, investment recommendations, firm quality, management continuity, fund structure, style tilts, and fees all have meaningful impacts on investor behavior."

Andrew Friedman Shares Marketing Best Practices for Impact Investing Services

The demand for sustainable and responsible investments is growing, and many financial advisors are looking to meet this need by getting involved in the SRI space. 

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