Asset Management       

The clients and prospects that investment managers are attempting to reach via an active social media strategy already have a warehouse of information options at their disposal. So, why should they connect with you? Let’s explore the top 5 social media tips to make your social media effective.

 Industry News       

Transaction volume in the global asset management industry in the first quarter of 2010 declined significantly from 2009, however, according to Jefferies & Co.’s Financial Institutions Group, M&A involving managers …

 Asset Management       

Financial Advisors as well as Investment Managers are increasingly establishing their digital presence on a number of the top social media sites now that they have had some time to digest the rules established by FINRA’s 10-06 regulatory notice. Read on to see what are the top sites.

 Asset Management       

During the bear market of 2007 – 2008, many active investment managers largely underperformed their benchmarks. As a result, an existing trend towards passive investment managers accelerated. However, the trend could have been briefly interrupted as the fortunes and performance of active managers reversed in 2009. But, can it last?

 Asset Management       

In 2009, the investment management industry saw a number of large mergers and acquisitions primarily as a result of diversified financial institutions such as banks and insurers divesting their non-core investment management capabilities. New research now out looks at emerging trends and what it means for further consolidation in the …

 Asset Management       

Investment managers, institutional consultants, plan sponsors and distributors need to identify opportunities, determine growth potential and evaluate trends within the U.S. retirement marketplace. Today we recap how the public and private Defined Contribution (DC),
Defined Benefit (DB), and individual retirement account (IRA) markets changed between 2000 and 2009.

 Asset Management       

It comes as no surprise that much of the investment management industry continues to be perceived negatively by the general public, whether due to perceptions on executive pay or investment returns. However, investment managers, particularly those who are independent and free from conflicts of interest, such as proprietary trading, can …

 Asset Management       

Working Americas who have part of their retirement savings in Defined Contribution plans have faced poor savings outcomes the last couple of years.  Now comes a new trade association to help tackle how plan participants can achieve better outcomes by helping people meet their retirement income goals.

 Asset Management       

Based on a research report from JP Morgan Asset management conducted on a sampling of the UK high net worth population, we uncover the 6 main themes that emerge if a wealth and investment manager wishes to effectively reach women in their marketing efforts.

 Asset Management       

At the recent Search Engine Strategies conference in New York City, I sat down with a host from WebmasterRadio.fm to discuss why EverydayTenacity.com was started and describe some of the opportunities and challenges faced by the investment management industry. You can listen to the full, 5 minute interview here.