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New Number 1 in ETF Advisor Loyalty

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 Industry News       

Financial Advisors have chosen a new number 1 provider of ETFs in a recently released industry survey conducted by Cogent Research.

7 September 2010  No comments

New social community for Financial Services professionals

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 Industry News       

A new community, SocialTurns.com, has been launched today by the social media monitoring and compliance company Socialware.

17 August 2010  No comments

Key growth drivers for Investment Management industry

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 Industry News       

The Wall Street Transcript has just published its Financial Services & Regional Bank Roundup offering a timely review of the sector to serious investors and industry executives.
The following is a brief excerpt from the Financial Services and Regional Bank Roundup Report, in which Michael Kim, an …

10 August 2010  No comments

Ignites article recap: Vanguard launches Twitter presence

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 Industry News       

The Vanguard Group is another investment manager who has seen the potential of Twitter and recently launched their presence after nine months of planning on how to deal with compliance, content and staffing. Read on for highlights of a recent Ignites article covering the Vanguard launch.

29 July 2010  2 comments

Two new tools for Investment Managers

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 Industry News       

We continue to witness technology innovation within the Investment Management industry with the introduction of two new tools. One such tool targets financial advisors, Morningstar and mutual funds while the second tool addresses a need of Exchange Traded Fund (’ETF’) providers.
Read on to find out more… and let me know …

20 July 2010  No comments

SEC hits Investment Managers with new Target Date disclosure requirements

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 Industry News       

The Securities and Exchange Commission voted 5-0 on June 16, 2010 to subject target date fund offerings to new disclosure requirements, aiming to improve the product transparency and knowledge of individual investors. Let’s look at the disclosure highlights as well as additional media and industry coverage.

17 June 2010  No comments

LinkedIn’s Follow Company Feature – Easily track Investment Managers

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 Announcements, Industry News       

LinkedIn’s “Follow Company” feature launched in May 2010 and it is something that will come in quite handy. The “Follow Company” feature will be a great way to track developments at Investment Managers.

16 June 2010  1 comment

Can Goldman really push into the customized DC market?

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Courtesy of Investment News: Goldman Sachs Asset Management, one of the nation’s largest managers of defined-benefit assets, is now looking to expand its Defined Contribution business. By using an open-architecture customized glide path, Goldman hopes to target advisors who don’t have the internal capability to build an asset allocation model.

7 June 2010  No comments

Tougher Times Ahead for Mutual-Fund Stocks says WSJ

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 Industry News       

Outsized performance of mutual-fund company stocks could be facing challenges, says the WSJ, but the history of these investments sure has been rewarding.

7 May 2010  4 comments

Another Investment Management firm latches onto Twitter

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 Industry News       

Following on the footsteps of Fidelity who recently conducted a successful social media effort to further their brand awareness, American Century now turns to Twitter to promote their brand as well as the philanthropic nature of sponsoring a celebrity golf tournament.

4 May 2010  3 comments
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