What is old is new again for investment management marketing

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 Asset Management       

“Growth-oriented Investment Portfolio”
“Experienced trust and investment officers”
“Modern money management services”
These all sound like catch phrases from a 2010 marketing advertisement for an investment manager. Funny thing is that these same phrases appeared in an advertisement from 1966.

Credit goes to Trust and Wealth Management Marketing blog for highlighting this vintage advertisement.

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.

Will any Investment Managers jump into Social Network advertising?

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 Asset Management       

6.7% of all US online ad spending to go toward social networks this year, but will Investment Managers take part or miss the boat?

17 August 2010  2 comments

Weekly Twitter Updates for 2010-08-15

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 Announcements       

Key growth drivers for the Investment Management industry – AUM mix, re-risking portfolios – Find out more at: http://bit.ly/growIMi #

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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 …

Weekly Twitter Updates for 2010-08-08

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 Announcements       

Transparency – Turning upside down how Private Clients, Retail & VCs find out info on their Financial Advisor http://bit.ly/a7SYm3 #
Say it ain't so… I won't believe the rumor yet.. Favre is not going to retire just yet… http://bit.ly/a3mzkY #Vikings #StribVikes #
Stimulus #FAIL Can you believe taxpayer dollars are …

What does it take to build out a Twitter team?

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 Asset Management       

In a recent article, the highlights of Vanguard’s Twitter launch efforts were highlighted. Today, we find out more what it takes to build out a successful Twitter team.

6 August 2010  2 comments

Increasing Financial Advisor Transparency through Social Media

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 Asset Management       

OnWallStreet recently published an article describing numerous ways in which Social Media is turning upside down the traditional model in which Private Clients, Retail Investors and even Venture Capitalists find out information on their Financial Advisors.

Weekly Twitter Updates for 08-01-2010

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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 past week …

Clients risk outliving their assets – help is coming

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 Asset Management       

Will clients soon be receiving additional help to deal with risk of outliving their assets? Read on to find out what sort of new product introductions maybe coming to help individuals. This is part 1 of a 2 part article.

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