Once upon a time, an Investment Manager or Financial Advisor decided to start a blog.

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 Asset Management       

For an Investment Manager or Financial Advisor, the stats tell the right story why having a blog is a good choice… 15 median monthly leads generated by companies that blog and 46% of companies have acquired a customer through their blog (1) . Before an Investment Manager or FA  …

Useful visual graphic encourages research and new thinking about social networks

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 Announcements       

Helping the Investment Management industry make sense of what’s heads or tails in the evolving and fast moving arena of social networks is just one of the types of topic covered here on EverydayTenacity.com. To further the conversation, I would like to share with you a useful graphic depicting a …

Weekly Twitter Updates for 07-11-2010

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 Announcements       

Each week there are a number of stories and developments that, for one reason or another, don’t find their way into a full-length posting on the EverydayTenacity. Here’s a recap of what I was Tweeting this week @everydtenacity:

Currently reading: Things I have been …

Summary of Social Media Compliance & Supervision Solutions

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 Asset Management       

Maintaining compliance with regulatory requirements is one of the major obstacles that Investment Managers, Brokers and Financial Advisors are facing before jumping into social media. If you haven’t heard your Legal & Compliance department say they don’t have the people necessary to monitor all of the firm’s social media, then …

8 July 2010  14 comments

Weekly Twitter Updates for 07-04-2010

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 Announcements       

Each week there are a number of stories and developments that, for one reason or another, don’t find their way into a full-length posting on the EverydayTenacity. Here’s a recap of what I was Tweeting this week @everydtenacity:

Listening to Digital Strategy for Financial Services Marketing http://www.brighttalk.com/webcast/21684 @brighttalk …

Top Posts for Q2 2010 – FINRA’s Social Media, Industry Trends & Consolidation, LinkedIn and More!

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 Announcements       

The second quarter of 2010 here on EverydayTenacity.com saw some peaks and valleys as I balanced the launch of a new website at work while continuing to keep up on the Investment Management industry. Overall Q2 2010 had a total of 23 posts as well as a completion of the …

How one firm grew Assets Under Management 40% over the last year

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 Asset Management       

One Asset Management firm increased their Assets Under Management (’AUM’) by 40% between March 31, 2009 and April 2010. So what firm is posting such strong growth and what factors contributed to their success?

How do Investment Managers describe themselves? Using text analytics for insight

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 Asset Management       

Every Investment Manager has an “About Us” page. The problem with an “About Us” page is exactly what internet marketing is not supposed to be… it is about the company instead of the consumer or client reading visiting your site.

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.

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
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