You’ve likely read about the transformative potential of artificial intelligence (AI) in investment management. To the extent that AI is used for information queries, it also has bearing on the effectiveness of PR and digital marketing strategies for investment firms, including ETF and mutual fund companies. The pursuit of online visibility may require a pivot from traditional search engine [...]
In early 2024, the Department of Labor (DOL) issued a revised fiduciary standard that generated mixed responses from the advisory industry and widespread coverage by the financial media. Well-prepared advisors and retirement specialists who used the news to communicate to interested constituencies through releases, email, and website updates were frequently called on and quoted by the media as the [...]
A chapter closes today when Bob Huebscher signs off from Advisor Perspectives, the ground-breaking publication he founded 17 years ago. AP was established at a time when consumer and trade publishing was being disrupted by web 2.0 trends and technologies that enabled users to generate content alongside brands and publishers. In the wake of the Great Financial Crisis, as [...]
In recent years, a growing number of independent advisors have been using video as a marketing tool. Financial Advisor Magazine's Ben Mattlin spoke to industry experts, including our Executive Vice President, Digital Pat Allen, about the various ways advisors use video. Allen explained that there are three basic types of videos that advisors are producing. (02/06/2024) Click here to [...]
In any environment but especially in today’s predominantly digital environment, one of the challenges when making an investment in public relations is the ability to quantify ROI. Unlike digital advertising where you can measure impressions and clicks, it is harder to measure the impact of earned media. So how can you calculate the value of public relations? In their [...]
Financial advisors’ usage of Twitter has fallen to a level not seen since 2014 and less than half that in 2021. Just 23% of advisors now say they use Twitter, according to the latest Putnam Investments’ latest research. Putnam Social Media Director Jayme Lacour confirmed this includes active (tweeting) and passive (no posting, just reading) use. As you can [...]
To me, there’s little better than submitting to a plane ride with a collection of whitepaper PDFs that I’ve been meaning to read. Ah, the sheer bliss. The stack always tends to include some I wish I hadn’t wasted the toner ink to print while others will help carry me away. Here’s my report on some of the highlights [...]
Most independent advisors want to differentiate themselves from their peers at larger firms by emphasizing personal perspectives in client communications. The problem is they’re short on time and tools. As an advisor, how can you take a step back and find an approach that works for clients and for you? In his latest piece for Advisor Perspectives, Ben Bishop [...]
A recent study from Schwab found the following troubling statistics for the financial planning industry: Only one in four individuals has a written financial plan. Nearly half (45%) prefer visiting the dentist versus making an appointment with their financial advisor. Parents are No. 1 on the list to go to for advice (23%) followed by the internet (19%). Men [...]
