solutions that work

While not quite as scary as lions and tigers and bears, the many approaches to investment management can seem daunting, particularly when wealth managers are considering what to offer. Throw in the question of proprietary, open architecture or a mix of both, and things really get complicated. And that’s all before we’ve even raised the

According to recent research from Putnam Investments, the percentage of advisors reporting that social media has helped them gain clients has increased dramatically, up from 49% to 86% in just five years. These advisors say social media has disrupted how they approach prospects, convert them to clients, and conduct business, all while sharply reducing their

Goldman Sachs isn’t exactly the first company that comes to mind when you think mass market banking. For most, in fact, it wouldn’t come to mind at all. Yet, that’s exactly where the company is making a significant move with its online banking platform, formerly GS Bank, now going by the name of Marcus, in homage

  Mutual fund managers, particularly those offering actively managed funds, have come under significant economic strain in recent years due to increasing fee pressure and declining net flows. Firms offering products with subpar performance rankings in core asset classes have been especially hard hit. Unfortunately, it appears that more clouds are on the horizon. UBS

It seems you can’t make an online purchase or service inquiry these days without being greeted afterward by a pop-up questionnaire: “Help us improve our service to you by taking this brief survey.” The problem is the survey usually isn’t brief, which is why we often dismiss them reflexively. The company may then be left

This data highlights the importance of implementing a social media strategy that considers the target audiences you are trying to reach and not relying on a single platform to get your content out to the market. Click here to view the study in its entirety.

Imagine you recently took a driving vacation in Europe. Like most other travelers on the road, you relied largely on Trivago to find the best places to stay along the way. The popular travel site made it easy to compare hotel pricing and features. Plus, it gave you access to reviews by previous guests including ratings

A question that financial services firms grapple with in today’s digital world is how frequently they should be posting to social media (we’ll take it as a given that most firms have accepted that social media is a valuable way to engage with clients, prospects, centers of influence and other industry audiences). The answer is,