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As a society, we’ve come to rely more and more on digital resources versus paper or even in person resources. Does that carryover to communication methods as well?

Some spokespeople think a wire service interview is a waste of time. They've got their eye set on the big guns -- Wall Street Journal, Barron's, New York Times, etc. -- and won't settle for less.

Earning consistent recognition through media coverage is more than a feather in your cap; it can be the silver bullet in your marketing efforts.  Working with the media, unlike other sales activities, attracts investors directly and provides a third-party endorsement that can be reused over time to add credibility. 

Fund firms are likely to face downward pressure on fees, as well as fewer mutual fund share classes, based on the Department of Labor’s (DOL) fiduciary rule, according to a recent story in Investment News

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. 

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. 

Thursday, 29 September 2016 10:51

Do Asset Management Firms Need Digital Marketing?

The short answer is yes.

Digital marketing, which includes social media, has been a serious strategy for client engagement in the mutual fund industry for several years now. 

Monday, 12 September 2016 11:06

Industry Conferences: A Game of Strategy

Plenty of financial industry conferences are hosted every year. Choosing which ones to attend or “invest in” is no easy task. We have compiled and analyzed a number of them to help you make a strategic decision. 

Morningstar reported that active US equity funds suffered the largest monthly outflow since October of 2008.

Active managers had a tough time in June.  In fact, they’ve had a tough twelve months: active managers have lost over $315 billion in assets over the past year according to Morningstar. 

Summer is upon us, which means more outdoor activities like beach parties and swimming. No, this isn't another story about how to lose those last few pounds to improve your look in a swimsuit. Instead, we are comparing strategies to build a sandcastle and grow a mutual fund.


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