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       

Today, we present a look at social media in the investment management industry from the stand-point of a technology solutions provider. Chad Bockius from Socialware Inc., the Social Middleware Company,  has provided this guest post covering 5 powerful questions and answers.

 Asset Management       

Sovereign wealth funds (SWFs) have been a large source of assets for investment managers, asset managers and hedge funds. Now, sovereign wealth funds are setting up their own investment management companies. If this trend takes hold, it could transform the investment management landscape.

 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       

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       

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 …

 Asset Management       

For organizations which place an operating and cultural emphasis on managing the business through metrics, whether looking at what projects to sponsor to how the sales force is performing, getting both the business and marketing departments to become believers in website analytics is probably taken for granted. If you are …

 Asset Management       

As Blackrock announces that ETF assets have officially topped $1 Trillion dollars, traditional mutual fund only asset managers are going to faced with a challenge to their core retail product model.
Marketed Advantages of ETFs
ETFs are marketed with some obvious advantages over mutual funds, such as:

Ease of intraday trading
Portfolio transparency
Exposure to …

 Asset Management       

Encountering preconceived notions is one of the first challenges likely faced by all marketing professionals trying to get an SEO / SEM effort started. While some industries such as retail and travel are heavily into SEO / SEM marketing, the  asset or investment management industry is mostly antiquated and SEO …

 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.