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.

 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.

 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?

 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.

 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 …

 Asset Management       

You have to be creative, think “outside the box”,  think “soft” when it comes to a lot of success metrics and KPIs for social media. This particularly applies for investment managers and financial asset managers active in Social Media.

 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 …