White Paper

Investor 2.0

investor2.0artOptima 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 themselves into sizeable competitors attracting a significant share of a younger generation of investors.
2. These firms may provide a roadmap of wealth management features that are appealing to younger investors particularly with regard to delivery and client management services. This roadmap may prove helpful to established firms wishing to redesign offerings to meet the demands of future markets.
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Learning from Brand Leaders

Let’s face it, the financial services industry is not winning any popularity contests right now. Public opinion of banks and asset managers has probably never been so low. Recent comments in the media underscore this prevailing mood.
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Trends in Wealth Management: Family Ties

It’s difficult to overstate the impact of the financial crisis on the American psyche. Even among the very wealthy, confidence in the system was severely shaken.
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Trends in Wealth Management: Current Landscape

This review provides our insight into the current transaction trends in acquisitions of wealth management entities.
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Trends in Wealth Management: Delivery

Leading wealth management firms today almost universally deliver their services with teams. Why?

TWM Delivery

Trends In Wealth Mangement: Communication

Communication is critically important, and we haven’t been doing enough of it. This may be the most important and lasting lesson that wealth managers learned from the recent financial crisis.
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New Strategies to Win the Retirement Race

Optima Group, Inc. recently completed a study of the ways leading financial service organizations serve the mass affluent retirement market. Included in the study were national and regional banks, brokerages, investment management firms and insurance companies.

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Integrated Branding and the Land of Oz

We all know we are not in Kansas anymore. The explosion which started with Facebook in a Harvard dorm room in 2004, was joined by Twitter in 2006, and now includes dozens of popular social media sites and billions of users, is reshaping the way the market acquires, digests and acts on information.

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