solutions that work

Your clients represent your most reliable source of growth, so consider them your greatest asset. In wealth management, one of your greatest drivers of sustained growth is not the solutions you offer or even the advice you give. It’s how you can make your clients feel about you. Improve their experience and bottom-line growth will

If it’s been awhile since you’ve adjusted your brand, it may be time. Your brand defines who you are, distinguishes you from the competition, helps determine how your organization is perceived in the marketplace, and can help you win or lose new business. Data shows that a strong brand is good for the bottom line.

In marketing and client communications, how you deliver a message is as important as the message itself. Too often, when trying to make a point, it’s easy to get caught up in an industry or company point of view, rather than looking at it from a client benefits point of view. In addition, a message that previously

In case you haven’t heard, the final season of Game of Thrones (GOT) starts April 14, 2019. HBO has been marketing the show aggressively. You might think they really don’t have to considering (almost) everyone is talking about it, not to mention 47 Emmy awards, 98 thousand social media mentions in one episode and over 10

In the past few years several new ETFs using artificial intelligence to guide their securities selection processes have come to market. While most of these funds are still quite young, we thought it might be of interest to see how they’ve performed particularly through the volatility at the close of last year. San Francisco-based EquBot

A recent study by Morningstar reveals significant gaps between what advisors think are the top attributes or skills they bring to the relationship and what their clients value most. While both advisors and investors rank “Helps me achieve my financial goals” at or near the top of what investors value, results diverge from there. The attributes that represent

Expertise matters in financial services and a robust thought leadership program can create opportunities. However, not all thought leadership is created equal. When intermittent, inconsistent or too generic, thought leadership may be a poor use of resources, or worse, detrimental to your business. Here are some ideas for generating thought leadership that can establish you

Technology continues to be a key driver in the investment management industry, with increasing convergence and blurring of the line between different firms’ offerings. Last Thursday, February 21, Schwab and Envestnet announced that Envestnet Tamarac is purchasing Schwab’s PortfolioCenter, a portfolio management and reporting application. Envestnet Tamarac, which uses PortfolioCenter as its primary portfolio management system and