Investor 2.0

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

Market Bulletin: Surviving the Crisis

Weathering crises is not without pain, and weaker businesses with unsound or inflexible business models may not survive.

Market Bulletin: Rethinking Wealth Management Today

There has never been a more critical time than this period of economic crisis for financial service providers to reassess their Wealth Management programs. As portfolio losses mount, the confidence of many affluent clients in these programs, and by extension their sponsoring firms, has been severely shaken.

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.

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.

Trends in Wealth Management: Current Landscape

This review provides our insight into the current transaction trends in acquisitions of wealth management entities.

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.

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.