Asset Management       

Fabeetle.com is a website now in beta mode that enables consumers and Financial Advisors to interact in an online platform that takes into account some of the regulatory and compliance challenges posed by FINRA and the SEC. Today we learn more about Fabeetle.com and provide some suggested enhancements.

 Asset Management       

Investment managers have been exploring expansion in Asia, where rapid economic growth has been boosting investment returns and driving demand for fund products from a rapidly growing middle class. One of the largest mutual fund providers looking to make inroads into China is T. Rowe Price.

 Asset Management       

Client value proposition? Competitive advantage?  These are all questions worth asking if starting a new asset management firm. In this article we take a look at a recent announcement of Stifel, Nicolaus & Co.

 Asset Management       

If you are an Investment Manager or Financial Asset Manager who has a large Institutional Sales business, 2010 is likely to be a continued challenge based on a recent survey.

 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. …

 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       

The defined benefit / pension plan segment is under constant pressures. Whether due to underfunded status, poor manager performance, lack of new new plan participants or a stronger government and corporate focus on defined contrition plans, asset managers have to pay close attention to the existing in-house pension plan assets. …

 Asset Management       

Social media is like the shiny object in the room when it comes to the buzz inside the sales and marketing departments of most Investment and Asset Management companies.  However, what might be the best use for social media to help investment managers reach their clients and prospects?

 Asset Management       

We’ll be launching this website soon in order to address and overcome the challenges of marketing in the asset management industry. Naturally, we’ll do it with tenacity along the way.