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       

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       

Why ROI? What’s the big deal about social media ROI and why do financial services marketers have it all wrong?

 Asset Management       

The SEC has followed the footsteps of FINRA’s 10-06 guidelines on social media by now asking some investment advisory firms for information regarding social media.

 Asset Management       

Organization size and complexity are not issues that have stopped BlackRock, the world’s largest investment manager, from changing how they communicate both internally as well as externally through the use of social technologies.

 Asset Management       

The Scene: a conversation at a large investment manager
The Actors:

You – The Retail Marketing Strategist
Me – The Marketing Managing Director

 Asset Management       

Attended by a packed auditorium of more than 300 senior marketing, communications and compliance professionals, I had the pleasure of speaking at the annual Financial Services Social Communications Leadership Forum in New York City on November 18, 2010.

 Asset Management       

As investment managers are typically behind the curve in terms of technology adoption (never mind the challenging social media landscape), I saw a recent article in mashable that has applicability to B2B Investment Managers.

 Asset Management       

Presenting a four stage maturity model for Financial Services companies who are interested in social media, wondering how to get started or what to do next.
The four stages that are explored in this maturity model are: