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Facebook, Twitter, LinkedIn, Pinterest, Google Plus, YouTube….the list goes on. Added to that is the almost endless array of blogs and online forums. The value of social media and related digital communications vehicles are the subject of endless debate, particularly in the wealth and investment management industries. • How important is it? • Should we

A brand is many things. At its most basic level, branding is your promise to relevant parties of what they will receive from you as a client, employee, etc. To go a step further, though, your brand must be unique to you. Often brands appear to be so generic, it seems you could insert almost

A couple of months ago, two economists from UC Berkeley offered a compelling study on the shifting distribution of wealth in the U.S. Their research suggested that the rich are getting richer, and the very rich are getting richer still. Consider the following findings: Many social scientists have argued that this rising wealth stratification is

The financial markets have rebounded since the debacle of 2008, but the longer-term impact of the crisis is still being played out in both the retail and institutional ends of the investment/wealth advisory business. Wealth managers embrace goals-based investing On the retail side, there has been a significant uptick in providers moving to a goals-based

You don’t have to be in a public place for long these days to realize how pervasive technology has become as a communications medium. Whether it’s in line at the grocery store, pre-boarding at the airport, or eating out at a restaurant, it seems that anyone with even a fleeting moment of “down time” is

We believe that the advisor/client relationship is undergoing a fundamental transformation in wealth management. In the old model, clients were expected to rely heavily on their financial advisors’ investment acumen, trusting that the advisor was doing all that was possible and necessary to further clients’ interests. Now the market is more informed, more engaged and,

We all know that relationship management can sometimes fall by the wayside. You spend most of your time putting out fires and taking care of the everyday minutiae of business. Beyond that, if things are going smoothly, there is not a lot of impetus to maintain frequent contact as you are frequently faced with the

In wealth management, there are important parallel trends that are redirecting the course of marketing, distribution and branding: • Market segmentation is becoming increasingly precise • Product/service sets, as well as the overall “client experience” are being redefined to align with segment needs – and traditional manufacturing and distribution approaches are changing in the process