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       

Financial advisors have quickly adopted iPads and other tablets in order to provide the best customer service and experience, which in turn will maximize efficiency and profits. However, this rapid adoption of tablet-based devices has stretched IT organizations and introduced a number of challenges.

 Asset Management       

With iPads now in the hands of millions, what’s happening within the area of Financial Services?

 Announcements,Industry News       

LinkedIn’s “Follow Company” feature launched in May 2010 and it is something that will come in quite handy. The “Follow Company” feature will be a great way to track developments at Investment Managers.

 Asset Management       

EverydayTenacity.com recently had the chance to sit down with the Founder and CEO of Blue Fountain Media, Gabiel Shaoolian. Blue Fountain Media is a result-driven website development and online marketing company, located in Union Square, NYC.

 Asset Management       

Investment Managers, hoping to increase the effectiveness of their website or online marketing efforts, via online financial communities or sharing of financial advise had better re-evaluate their approach. New research shows they have an uphill battle and are going nowhere fast.

 Asset Management       

Some investment management companies are already active in Search Engine Optimization (‘SEO’) and Search Engine Marketing (‘SEM’). In order to be successful in both of these marketing efforts, you need to know who your competitors are. Google knows and you can too!

 Asset Management       

Financial Advisors as well as Investment Managers are increasingly establishing their digital presence on a number of the top social media sites now that they have had some time to digest the rules established by FINRA’s 10-06 regulatory notice. Read on to see what are the top sites.

 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.

 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.