Asset Management       

Many advisors and wealth managers focus on the high net worth (‘HNW’) and ultra high net worth (‘UHNW’) segments of the markets when prospecting for clients. New research indicates that a unique and emerging niche segment is up for grabs in the United States.

 Asset Management       

Institutional investors are constantly making tactical portfolio adjustments. But now, investment managers are finding that marketing Equity Strategies to clients based on investment style may not resonate.
Institutional Investors tilt portfolios away from Growth Strategies
eVestment Alliance has found that Institutions have made undergone massive portfolio changes since 2006. One of the …

 Asset Management       

Only a select few asset managers, such as Vanguard, have a blog according to a research report published by kasina. What might be the reasons behind the low adoption rate?

 Asset Management,Industry News       

Following up on Regulatory Notice 10-06, ‘FINRA’, the Financial Industry Regulatory Authority, has recently posted new guidance in the form of notice 11-39 on its website. The guidance attempts to answer additional questions regarding the original application of the rules as well as the finer points on how companies …

 Asset Management       

The majority of Financial Advisors and Asset Managers are focused on reaching affluent consumers and gathering an increasing wallet share of investable assets from this key demographic. Research shows that video and search ads are two key ways to drive action among the affluent.

 Asset Management       

In a recent, March 2011, poll conducted by SEI investments, investment managers felt overwhelmingly optimistic (88%) about their prospects but also have decided to make certain strategic investment as a means to capture further assets and addresses areas of risk.

 Asset Management       

Nearly 600 senior-level institutional investment professionals ranked 10 aspects of their client experience for Cogent’s inaugural study on brand loyalty entitled, “Institutional Investor Brandscape™”. The results show that levels of assets under management do not equate to brand loyalty.

 Asset Management       

MFS Investment Management recently conducted a survey showing that Investment Managers need to focus on the needs of investors in their 30′s and 40′s, as a demographic ripe for a new approach.

 Asset Management       

As more and more time is spent by investors on their mobile phones, the proliferation of 2D codes, associated frequently with ‘QR’ Codes, short for Quick Response Codes, are also catching on with an increasing number of investment management firms.
Get started here for a round up of firms using the …

 Asset Management       

There is a dichotomy that has developed between the advertising spend on investment products and the rate of returns investors are earning.  Based on the numbers, clients are not the ones benefiting by their fund managers utilizing collected fees on advertising spend.
Investments Advertising Spend up 9.9%:
Spending on advertising is up in 2010 as asset …