As a marketing guy, we’re usually trying to make an emotional connection. The common wisdom about investing, of course, is that one should leave their emotions at the door. And although we often see evidence Read more…
As we think about marketing opportunities in the investor world, this is a pretty big – and largely overlooked – one: http://cnb.cx/2j02a5p Take aways: $30 trillion in the next 3 or 4 decades will be passed from Read more…
Back in May, as robo-advisor WealthSimple passed the $1B AUM mark, PM Justin Trudeau took up their invitation and stopped by, making a few remarks. Nothing wildly out of the ordinary… a politician shining a Read more…
I have to admit it, I’ve got a soft spot for First Asset’s newest ETF: the DEX 1-5 year Laddered Government Strip Bond ETF (ain’t that a mouthful). To be honest, I haven’t slightest interest Read more…
Great article on the shifting gender tides in wealth management, and the industry’s struggle to keep up: http://bit.ly/10g3IbV women need more education and validation than men to make financial decisions women can easily detect whether an advisor Read more…
No secret that we think email marketing remains powerful – in many cases, the best tool in the toolbox – for the investor demographic. Great insights into the impact wording and design can make. http://bit.ly/11KSf16
Way back before ETFs were cool, State Street launched the definitive S&P 500 Index-based ETF, which they named the SPDR S&P 500, from Standard & Poor’s Depositary Receipts. Unless you’re a trader (even if?), you Read more…
Ok, there’s no problem with fee-for-service advisors. It’s kind of noble, a journeyman’s approach to the business. And it’s the right fit… for a minority of clients. The real issue is that there is a Read more…
It seems to me that the corporate use of social media – with some fantastic viral exceptions – has set itself up for a disappointing implosion. What began as a low-cost, low-effort, humanized way to Read more…
Dan Pink’s latest book – to Sell is Human – has a chapter on the elevator pitch, and particularly on 6 new and emerging forms of it. Which would actually work for retail investing clients Read more…