solutions that work

Since the turn of the 20th Century, brick and mortar has played an important role for financial service companies. From metropolis to small town, many of the most prominent and iconic buildings shaping U.S. skylines have been banks, trusts, insurance companies and brokerage firms.  These buildings had use value. They housed staff, management and operations and

Overnight, working from home became the new normal for many around the world, particularly those working in large cities. It is not surprising that investment strategies recognize this trend.   In June, Direxion, a firm specializing in leveraged ETFs, launched the first work from home ETF (ticker: WFH). The fund invests in companies designed to facilitate remote working, “ranging

Want a low cost way to grow your brand organically and generate leads? Open a Twitter account for your business. You just need a profile, header photo, account handle, and a brief company bio and you’re ready to go!  Why tweet? Everyone is doing it! Even @RoyalFamily! There are 1.3 billion Twitter accounts, and chances are,

A recent report by Deloitte, “The CMO Survey: Special Edition Report – COVID-19 and the State of Marketing,” has confirmed what leading firms already know: marketing is continuing to increase in importance in light of the challenges faced by the COVID-19 pandemic.  Based on our experience and our observations, we couldn’t agree more. As the

There has been a lot of talk about millennials in the marketing world, with good reason. However, it’s time some of that spotlight is turned to the generation after them—Gen Z. Gen Z is made up of people born after 1997 (or thereabouts, depending on your source) and comprises 30% to 40% of the world

For investors that remain committed to active management, finding consistently top performing managers can be challenging. One problem is, to paraphrase the common disclaimer clause, past performance does not seem to be a reliable indicator of future results. Recently released data from S&P appears to bear out this statement. The S&P Persistence Scorecard tracks the degree

Phoenix Marketing International (PMI) just released its Wealth & Affluent Monitor’s Investment Outlook findings for June. It shows the percentages of investors in the mass affluent and HNW market segments that say they plan either to increase their investments, decrease them or stand pat in the following three months.  Given the dramatic spike in market volatility and

Yes, there’s a day for almost everything. Today, June 30th, is Social Media Day, so Happy Social Media Day everyone. While to most of us, particularly those who are younger, it seems like social media has been around forever, it’s fun to note that the first site to reach over 1 million users (seems like