financial services

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How Can Financial Services Marketers Do Better by Women?

How Can Financial Services Marketers Do Better by Women?

Alyssa Drury
Written by Alyssa Drury March 13, 2019

March is Women’s History Month, so you’ve likely seen many events, advertisements and sentiments celebrating women over the past couple weeks. Yet despite having an entire month to draw awareness to women’s accomplishments as well as gender inequality and the efforts being made to combat this, quite frankly, history hasn’t been all too kind to…

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fee compression asset management

How Asset Managers Can Win the Fee Compression Fight

Alyssa Drury
Written by Alyssa Drury February 25, 2019

Around the world, institutional asset managers face significant headwinds from smaller, lower-cost firms. As a result, they’re being forced to make a difficult decision: reduce their fees or stand their ground, relying on their track record of performance to justify their cost. Of course, in an environment where active fund managers haven’t always been able…

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Give the People What They Want: Multi-Asset Investments

Give the People What They Want: Multi-Asset Investments

Chris Monaco
Written by Chris Monaco May 19, 2016

The availability of choice and supply and demand are hallmarks of any customer marketplace, and asset management is no different, as the industry is quickly becoming one that offers as much variety as those that sell mobile devices or caffeinated beverages. With an expected peak of $3.7 trillion in 2020, the demand for multi-asset investment…

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Advisors Aren’t Ready for the Great Wealth Transfer

Advisors Aren’t Ready for the Great Wealth Transfer

John Riley
Written by John Riley August 11, 2015

According to CNBC and other sources, a “Great Wealth Transfer” is now underway. It involves baby boomers passing along their life savings to their Gen X and millennial children. Experts estimate that about $30 trillion in assets will be transferred in this way over the next few decades. One would think that with such a…

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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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How Wealth Management Firms Can Keep Up With Tech Trends

How Wealth Management Firms Can Keep Up With Tech Trends

John Riley
Written by John Riley May 5, 2015

With more than six straight years of rising markets, it has been easy for wealth management firms and their advisors to get a bit complacent about things, particularly when it comes to new technologies and shifting demographics. As their practices hum along, many advisors prefer to go with the “If it ain’t broke, don’t fix…

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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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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 Firms Must Personalize the Advisor Experience

Asset Management Firms Must Personalize the Advisor Experience

John Riley
Written by John Riley April 22, 2015

Since putting huge investments into their websites, asset management and wealth advisory firms have made great strides in what they’re able to offer clients and prospects online. But in the process, are they creating problems for their advisors? Yes, they are. The question is what asset management firms should do about it. The topic came up…

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