Marketing and Communications
Explore the latest news about advisor marketing strategies and wealth management communications.
Investors May Keep Assets on Sidelines for Much of 2016
By Michael S. FischerA Spectrem Group white paper shows that investors entered 2016 with a preponderance of caution and an expectation of volatility.
February 18, 2016
What Investors Want More of, Besides PerformanceFee disclosure and reliable security are more important to retail investors than protecting their portfolios from losses, a study from the CFA Institute finds.
February 17, 2016
Why Robo-Advisors Will Fail: FinaMetricaPaul Resnik discusses how robo-advisors are failing to properly assess investors' risk tolerance.
February 17, 2016
Hedge fund manager puts profile on social media, lures $20 millionJoshua Young set up a profile on SumZero, a site that helps match fund managers with institutional investors, and landed a university endowment.
February 17, 2016
Hedge fund manager puts profile on social media, lures $20 millionJoshua Young set up a profile on SumZero, a site that helps match fund managers with institutional investors, and landed a university endowment.
February 17, 2016
The Bright Side of Investor DistrustIf, as a recent poll found, investors are "scared" of working with advisors, that might be a good sign.
February 16, 2016
SEC Issues Crowdfunding AlertOn May 16, companies will be able to use crowdfunding to sell securities to the public. The SEC offers investors a primer.
February 16, 2016
4 Steps to Better Engagement With Female InvestorsGender stereotypes and fundamental service misalignments continue to stand in the way of the industrys efforts to meet the needs of female investors.