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As a marketing and communications firm serving the financial services industry,we have been closely watching the response of the hedge fund world to last fall’s loosening of “general solicitation” restrictions. We are not surprised that to date we haven’t seen a torrent of new marketing or advertisements, even in industryspecific publications like Pensions & Investments.

According to a recent Pew Research Study, social media usage by college educated, older internet users, is on the rise. It appears that over half of those aged 50-65, a key demographic for wealth managers, are interacting on various media platforms. The growing pervasiveness of social media should not be overlooked by wealth management firms

It’s not surprising that vertical marketing has become increasingly widespread among leading banks. If done right, this new form of targeted marketing offers several advantages both to the bank and to clients. For the bank it expands and deepens customer relationships, improves retention, breaks down internal silos, more efficiently allocates marketing dollars, builds market differentiation

Optima Group’s recent white paper, Investor 2.0 , is now available. It presents an overview of the new wave of online investment advisory firms as well as the evolution in demand for this new delivery model. In our view, these firms are of interest for two primary reasons: 1. Over time, online firms may build

As 2013 winds to an end, we would like to share our thoughts regarding some key trends and themes we see for 2014. Despite an ever more competitive landscape, we continue to see opportunities for organizations to excel and differentiate themselves in the marketplace. 1. Financial organizations will place greater resources against vertical and lifestyle

Wealth management can be a less than engaging topic at times. While estate planning, asset allocation and fiduciary standards are important to your clients, they can be difficult to read about on websites. To make the topic more impactful, interesting and interactive, consider adding video. When handled well, the benefits can be significant. Financial services

When marketing to the high net worth market, organizations are sometimes reluctant to engage in direct marketing. However, a properly structured direct marketing program can realize an attractive return on investment and help grow your business. A well-executed campaign should be targeted, with a personalized, relevant offer. This could be a special reward for meeting

Earlier this year Gartner published a provocative finding in its U.S. Digital Marketing Spending Survey 2013. The report stated that 70% of the companies surveyed had a Chief Marketing Technologist (CMT) and 80% of these CMTs reported up through marketing rather than IT. The CMT was defined as a person that is “familiar with marketing