Over the past decade, the role of the financial public relations professional has changed significantly; most notably, an increased correlation between sales, marketing and public relations. Because this link is blurring lines between the disciplines, PR professionals must act as strategic financial industry consultants and not merely tactical individuals. Read more »
Do you watch Billions? It’s an over-the-top, testosterone-charged soap opera centering around two alpha males who run a wildly successful hedge fund. Not all money management firms scream wealth, innovation, energy and success like Axe Capital. When it’s time to grow (or sell), take these steps to avoid making a bad impression. 
Industry consolidation is causing more asset managers to rethink how they can successfully integrate their information flow, systems, compliance, data and branding. What mistakes are they making and what lessons are they learning to support efficient centralized marketing operations? Synthesis Technology’s CEO John Toepfer shares his insight with MFWire.com. Synthesis is a client. 
What are the best practices for sales teams at investment management firms? What are their biggest obstacles? How can they overcome them? How much new business can they win if they do? Synthesis Technology’s Emilie Totten, a client, shares her industry Insight. 
Not every portfolio manager can become a rock star. But anyone can navigate towards becoming more visible, more respected and more influential. When your opinions really matter, you’ve arrived. 
Severe disruption across the asset management industry is driving managers to pursue new distribution strategies. New research from Chestnut Advisory Group indicates that the most successful asset managers are taking an increasingly marketing-led approach to distribution. 
How can I work with my firm’s compliance officers? In her latest insight article, Susan Weiner focuses on how marketers and advisors can build constructive working relationships with the compliance professionals at their firms. 
With billions of dollars in venture capital flowing into fintech each year, it is quickly getting to the point where financial advisors must choose whether to fight the onslaught or learn to adopt fintech solutions as a way to better serve their clients. Consider taking advantage of fintech technologies for these four reasons. 
If you are a boutique asset manager, how do you stand out when times become volatile, and how will sophisticated investors know what you stand for? A market downturn may be an opportunity to invest in your growth, while others sit on the sidelines. 
Just building a website doesn’t mean investors will come. It needs to be digitally wired to make it visible and accessible to wandering eyes. An increasing number of advisors are discovering the ROI benefits of search engine optimization (SEO), not only in generating website traffic, but also for attracting more qualified leads.
Connect
