solutions that work

Need an airplane in a hurry? Planning a big party and want those over the top touches? Longing to go to that “impossible to get tickets to” event? Finding it difficult to find competent estate managers for your many homes? In the intensely competitive world of wealth management for ultra-high-net-worth individuals and families, organizations are

According to a recent Wall Street Journal article, Google has concerns about its future, despite the fact that the company name has become synonymous with conducting a Web search. With over 80% of people browsing the internet on smartphones and tablets rather than computers, there has been an explosion in apps and a decline in

Farewell to the E*TRADE talking baby? This month the discount brokerage firm E*TRADE abandoned its popular baby spokesperson, a fixture in the company’s ads since 2008, in favor of a new more mature direction with ads featuring “House of Cards” star, Kevin Spacey. It’s often surprising when brands with iconic advertising walk away from award-winning

The Sochi 2014 Olympics are over with many memorable moments, but will anyone remember the logo? Just like other Olympic logos, the Sochi logo received its fair share of criticism. It is one of only three Olympic logos since 1924 that did not include an iconic image within the logo. The highly controversial London 2012

There is a lot of industry buzz about thought leadership. In a world awash with wealth and asset management providers, thought leadership is an effective way to differentiate your firm. However, to many firms thought leadership only means “white papers.” The eyes have it The changing media landscape has not changed the immutable rules of

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