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Articles:
Pyramid Articles
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Industry News
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Industry News Archives
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News addressing how investment management companies are developing closer relationships with financial intermediary customers.
MLIM to Offer Best Investing Practices Education
Fund Marketing Alert - September 27, 2004
Merrill Lynch Investment Management will educate investors on the basics of investing, the investing process, and making better decisions. They have been studying how investors respond to marketplace issues. They hope to create a financial literacy program on best practices of professional investors.
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Schwab Pilot to Generate Affluent Leads for Advisors
Fund Marketing Alert - September 27, 2004
Schwab launched a pilot program that will generate affluent investor leads for its advisor clients. Over 90% of affluent investors are currently with wirehouses and banks. It is a local program dubbed Network Pilot Program. It started in Chicago, and will launch next in Washington D.C. It will include increased local marketing and media coverage to educate investors on the benefits of working with independent advisors. A business development person will find and refer qualified prospects. Perhaps it is a move to show advisors that Schwab is committed to helping its advisors, rather than competing with them for affluent investors.
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Client Relationships to Become Priority
Fund Marketing Alert - September 20, 2004
Seventy-five percent of executives surveyed by KPMG said that client relationship management was going to be a top priority over the next couple of years. The bear market and fund scandals have led to this “new attitude” to become more client-focused, particularly with institutional and advisor clients. They need to regain trust. Many asset managers have added additional relationship managers, and are creating separate groups for business development and client services. They are also adding product specialists to develop products in response to client needs.
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Announcement |
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Increase your Internet Servicing of Advisors IQ in 2005! Purchase our Benchmarking Internet Servicing of Advisors study, and Technology and Internet Usage of Financial Professionals in early 2005, and receive a 25% discount. Please click here for more details.
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Announcement |
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Receive a 15% discount for the purchase of all three of our reports on Technology, Internet and Marketing Usage of Advisors, which cover two advisor segments:
- Fee-based Registered Investment Advisors
- Financial Planners who Affiliate with Independent Broker-Dealers
Please click here for details. |
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