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Wealth Management

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Key Factors to Consider Before Adopting Robo-Advisors

Key Factors to Consider Before Adopting Robo-Advisors

John Riley
Written by John Riley May 28, 2015

There’s no question that the traditional wealth management business model is currently under siege by an expanding army of robo-advisors. But you wouldn’t know it by talking with many advisors today. Advisors with Blinders On For example, results of the InvestmentNews 2015 Outlook survey, the publication’s annual poll of advisors’ views and sentiments, show that…

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Asset Management, Wealth Management
5 Ways Marketing Teams Become More Strategic with Automation

5 Ways Marketing Teams Become More Strategic with Automation

John Riley
Written by John Riley April 30, 2015

Asset management firms of all sizes are rapidly adopting automation systems for their marketing operations. Why? One big reason is that these systems free up marketing people to do the strategic work they’re capable of rather than the menial tasks they’ve been stuck with for years. With automation systems, there’s no more repetitive cutting, pasting…

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Asset Management, Wealth Management, Marketing Performance
New Technology in Asset Management: AIMSE Annual Meeting Recap

New Technology in Asset Management: AIMSE Annual Meeting Recap

Laura Mulhall
Written by Laura Mulhall April 29, 2015

Earlier this week Seismic participated in AIMSE’s 38th Annual Sales and Marketing Meeting in Phoenix, Arizona. The Association of Investment Management Sales Executives (AIMSE) is the only professional organization dedicated to serving the needs of investment management sales and marketing professionals. The 2015 Annual Sales and Marketing event theme was “Shift Happens—Learn. Adapt. Succeed.” The…

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Asset Management, Wealth Management
Sales Enablement Goes International: Seismic Sponsors TSAM Europe

Sales Enablement Goes International: Seismic Sponsors TSAM Europe

Laura Mulhall
Written by Laura Mulhall March 30, 2015

Last week my colleagues and I had the pleasure of attending TSAM Europe in London. The event brought together over 500 asset management business leaders looking to achieve excellence in technology, operational strategy, data, communications and analytics. Throughout the six tracks at the event and with many conversations with attendees, one major theme seemed to…

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Asset Management, Wealth Management, Marketing Performance
3 Types of Financial Risk That Arise When Work is Rushed

3 Types of Financial Risk That Arise When Work is Rushed

John Riley
Written by John Riley March 17, 2015

In a recent conversation with a former colleague and financial services marketing pro, we talked about the accelerating pace of business and how it’s impacting marketing teams and their firms. One point we agreed upon is that rapid responses to fast-moving opportunities are critical to success these days, but equally important is mitigating the risks…

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Asset Management, Wealth Management

FINRA’s Bark Turns Into Bite

John Riley
Written by John Riley February 26, 2015

During 2014, the Financial Industry Regulatory Authority (FINRA) more than doubled the fines it levied against investment firms over the previous year. It also markedly increased enforcement actions against firms and reps during the year, including more expulsions and suspensions form the industry. The fact that FINRA’s former bark now has much more of a…

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Asset Management, Wealth Management

The One Thing Every Advisor Needs for Building Client Trust

John Riley
Written by John Riley February 26, 2015

The market meltdown of 2008-09, the Great Recession, extreme volatility and scandals are some of the reasons why people don’t have much trust in the financial services industry. This eroded reputation was confirmed in a study conducted recently by Edelman, the world’s largest PR firm, which ranked financial services among the least-trusted of all industries…

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Asset Management, Wealth Management, Marketing Performance