Asset Management       

There is lots of buzz in the investment management industry and advisory business right now about using social media to communicate with clients and prospects. However, I think there are some more fundamental changes that social media will force on the investment management industry and processes.

 Asset Management       

While syndication of videos is rampant via websites like YouTube, it is questionable if that is the most appropriate platform for investment managers who worry about brand reputation and attracting the right, qualified audience. Well, now there is a new platform for broadcasting research, market commentary, trade ideas and conferences …

 Announcements       

Announcement: EverydayTenacity.com is a Do Follow friendly site! As a result, when people post comments and links on articles they find here, DoFollow tells search engines like Google to follow the links that get crawled by search engine spiders. So go ahead and comment here at EverydayTenacity.com and receive some link love from search engines!

 Asset Management       

After releasing their regulatory notice 10-06, FINRA conducted a webinar including interactive Q&A session on February 3, 2010 to expound on and hopefully clarify their guidance on the use of blogs and social networking sites for communications sponsored by a financial services firm or a registered representative.
Read on to see …

 Asset Management       

Affiliated Managers Group Inc (’AMG’), the U.S. money manager holding company, is keeping up their torrid growth. Recently announced is the buyout of UK’s Pantheon Ventures, marking AMG’s fifth acquisition in seven months. AMG looks to be well positioned to be a winner in the asset management industry consolidation trend. …

 Announcements       

Web 2.0 in San Francisco is coming up.   This Year’s Theme:  The Power of Platforms

 Asset Management       

The trend is always your friend or so the saying goes when it comes to trading. To invest in Emerging Markets or Commodities sectors, the trend since 2007 / 2008 has been to utilize ETF vehicles. However, is this the right strategy?

 Asset Management       

Putnam Investments was recently named 2009 top mutual fund family by Barron’s/Lipper. This is part two of a case study on how Putnam is leveraging that #1 ranking in their integrated search marketing to see if we can all learn a thing or two.

 Asset Management       

Putnam Investments was recently named 2009 top mutual fund family by Barron’s/Lipper. This is part 1 of a two part case study on how Putnam is leveraging that #1 ranking in their integrated search marketing to see if we can all learn a thing or two.

 Asset Management       

I recently posted about how ETFs are increasingly challenging mutual funds for asset flows and a place in client portfolios. On the heals of my post, the Financial Times came out today with an article describing the trend that is underway in which high-net worth clients utilize ETFs as part …