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.

 Announcements       

A recent conference was held in New York City on Wednesday, March 24, 2010 presenting the topic of protecting and strengthening your brand across the social web, or more aptly referred to as Social Reputation Management. Read more for the highlights of companies who are active in the social media …

 Asset Management       

Many high net worth clients have a hard time identifying the investment management firms they wish to partner for their wealth management needs. It’s not like a wealthy individual is going to browse the yellow pages to find an advisor. Why would social media be any different?

 Announcements       

EverydayTenacity.com is two months old and February 2010 was a busy month. Lots of original content and refining of the site design. I’ll recap the top posts from last month and look ahead to March 2010.

 Asset Management       

Imagine your investment management firm has just been mentioned in MarketWatch.com. That could be good, right? Not if your business is to manage the investments of your clients and provide them sound financial performance results and you lost them anywhere from almost $60 billion to $10.1 billion of investors’ wealth …

 Announcements       

If you are an investment manager who relies on Microsoft Outlook as your email client or even as your CRM (which is not recommended!), you are in luck!
In case you haven’t heard, Microsoft is bringing a read-only social media feed to your Outlook 2010, 2007 or 2003 inbox.

 Asset Management       

As an advisor at an investment management or advisory firm, your job is to secure new clients, enhance communication with current clients, and promote your firm. What better way to accomplish all of the above with very little marketing budget than with Social Media tools like Twitter and LinkedIn. If …

 Asset Management       

FINRA has provided regulatory notice 10-06 regarding social media, but none of the guidance is earth shattering and in fact is quite underwhelming.
On January 25, 2010, FINRA released a ten page regulatory notice covering what sort of guidance firms should apply when communicating on social media sites, such as blogs …

 Asset Management       

Technology trends are quickly evolving how asset managers and their advisors communicate and service their client relationships. While the industry as a whole continues to transform from a very print-centric communications approach, new technology offerings are moving at a breakneck pace.
I wanted to highlight what I see as two top …