Marketing

  • Investors Want to “Like” Their Advisors on Facebook Investors Want to “Like” Their Advisors on Facebook

    How Social-Connectivity is trickling up

    Affluent investors expect their financial providers and advisors to be accessible via mobile technologies, and actively engaged on social media including Facebook, LinkedIn and YouTube, according to a new study by Spectrem Group. read more
  • How Hidden Investment Fees Can Upend Client Retirement Goals How Hidden Investment Fees Can Upend Client Retirement Goals

    Investors Need To Understand The Ramifications

    Saving enough money for retirement can be a tricky proposition even under the best circumstances. But when some of those dollars are being siphoned away by hidden – and perhaps unnecessary – fees, then the path to a secure retirement becomes even more difficult to navigate. read more
  • For Financial Advice- Seek, And You Will Find For Financial Advice- Seek, And You Will Find

    Fidelity® Research Finds Emerging Affluent Are Nearly Twice as Likely as Millionaires to Search for an Advisor Online

    New Fidelity research finds that emerging affluent investors are nearly twice as likely as millionaires to find a new financial advisor through internet research and more likely than millionaires to find a new advisor through social media. read more
  • Benefit Carriers Ask: How do we reach employees? Benefit Carriers Ask: How do we reach employees?

    Though cost-info is what they look at first, employees demand more information, usually in printed form

    Insurance benefits were once a straightforward offering from an employer. These days, benefit packages offer more selection but also require employees to choose from a variety of options and contribute more to their cost. read more
  • Wells Fargo Launches New Innovation Group Wells Fargo Launches New Innovation Group

    A cross-functional organization aims at the leading edge of technological innovation in financial services

    Wells Fargo (NYSE:WFC), long a leader in delivering innovative products, services, and technology to its customers, today announced the formation of a new Innovation Group, which will work in partnership with its major businesses to meet evolving customer needs and stay ahead of the shifting competitive landscape. read more
  • Private Label Credit Cards: What Is Victoria’s Secret? Private Label Credit Cards: What Is Victoria’s Secret?

    Essential for growth... and sometimes survival

    Research and Markets has announced the addition of the "Private Label Credit Cards in the U.S., 9th Edition" report to their offering. read more
  • Co-browsing Enhances Online Services For Retirement Plans Co-browsing Enhances Online Services For Retirement Plans

    Viewing what a customer sees online helps resolve issues more quickly

    MassMutual Retirement Services is introducing co-browsing to enhance online services to retirement plan savers, employers, financial advisors and third-party administrators. read more
  • Colonial Life Promotes ‘Empowering Employees’ Colonial Life Promotes ‘Empowering Employees’

    New program encourages “entreployee” culture as path to success

    When you take better care of your employees, they take better care of your business. “This new program gives us another opportunity to demonstrate our understanding of and support for small businesses. We want to partner with employers to help them take care of America’s workers.” read more
  • Consumers’ Slow March toward Optimism Continues Consumers’ Slow March toward Optimism Continues

    Typical Shopper Sentiment Decline in Q2 Follows Surge of Optimism in Q1

    Consumers rang in the new year full of optimism, but with nearly seven months of 2015 under their belt, this sunny outlook has faded a bit. read more
  • The Art and Business of Selling Ties The Art and Business of Selling Ties

    Be careful not to create products that no one wants to buy

    by Bruce Turkel

    Frank Kiick was one of the best-dressed men I ever met. His shirts and suits were always immaculate and recisely tailored to fit his lanky frame. read more
  • Advisors Use Robo-Advice for Older and Wealthier Clients Advisors Use Robo-Advice for Older and Wealthier Clients

    Contrary to Popular Belief, Reality is Far Different from Perception

    According to Jefferson National’s inaugural Advisor Authority study on innovative advisor behavior, Registered Investment Advisors (RIAs) and fee-based financial advisors who currently use robo-advice are employing the tools for both their wealthier and older client segments—contrary to popular belief. read more
  • User-Tech Is on the Rise in Financial Industries User-Tech Is on the Rise in Financial Industries

    Are Uber & Airbnb harbingers of a changing retail landscape?

    Melbourne based Fin-tech company Thomson Rowe Partners say user-operated consumer services are reaching new customers in markets well beyond share rides and accommodation services. read more
  • What You Need to Know About Insurance Fraud What You Need to Know About Insurance Fraud

    Between Buyer Fraud and Seller Fraud, a $30 billion problem

    Insurance fraud is big business. At $30 billion annually, insurance fraud would be a giant revenue producer — if it weren’t illegal. read more