What matters most when it comes to websites for financial advisors?

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 Asset Management       

In the 12th annual survey of websites for financial advisors, kasina found a number of attributes that describe the websites that do the best job of solving the needs of financial advisors. Engaging, useful resources and accessibility are key.

8 October 2010  1 comment

Top 5 Challenges incorporating social technologies into Financial Services

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 Asset Management       

What do industry experts identify as the top 5 challenges of incorporating social technologies into Financial Services? As a result of moderating a recent interactive round-table discussion, we can now find what the top challenges are! Read on to learn more…

22 July 2010  8 comments

Useful visual graphic encourages research and new thinking about social networks

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 Announcements       

Helping the Investment Management industry make sense of what’s heads or tails in the evolving and fast moving arena of social networks is just one of the types of topic covered here on EverydayTenacity.com. To further the conversation, I would like to share with you a useful graphic depicting a …

Summary of Social Media Compliance & Supervision Solutions

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 Asset Management       

Maintaining compliance with regulatory requirements is one of the major obstacles that Investment Managers, Brokers and Financial Advisors are facing before jumping into social media. If you haven’t heard your Legal & Compliance department say they don’t have the people necessary to monitor all of the firm’s social media, then …

8 July 2010  15 comments

The state of Institutional Investment Manager Websites

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 Asset Management       

FundFire recently covered the state of institutional investment manager websites. At least seven institutional managers are in various stages of revamping their online presence.

Talking with Blue Fountain Media – Lessons learned from working with Investment Managers

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 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.

7 May 2010  1 comment

How social media is going to change investment management

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 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.

Attention Investment Managers: new platform to syndicate video content

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 Asset Management       

While syndication of videos is rampant via websites like YouTube, it is questionable if that is the most appropriate platform for investment managers who worry about brand reputation and attracting the right, qualified audience. Well, now there is a new platform for broadcasting research, market commentary, trade ideas and conferences …

Registration Now Open for Web 2.0

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 Announcements       

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

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