Asset Management       

In case you haven’t seen it, T. Rowe Price Group Inc. hired Think Again Media to produce a behind the scenes film covering their research process and culture.

 Asset Management       

There is lots of buzz in the investment management industry and advisory business right now about using social media to communicate with clients and prospects. However, I think there are some more fundamental changes that social media will force on the investment management industry and processes.

 Asset Management       

After releasing their regulatory notice 10-06, FINRA conducted a webinar including interactive Q&A session on February 3, 2010 to expound on and hopefully clarify their guidance on the use of blogs and social networking sites for communications sponsored by a financial services firm or a registered representative.
Read on to see …

 Announcements       

Web 2.0 in San Francisco is coming up.   This Year’s Theme:  The Power of Platforms

 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       

Social media is like the shiny object in the room when it comes to the buzz inside the sales and marketing departments of most Investment and Asset Management companies.  However, what might be the best use for social media to help investment managers reach their clients and prospects?