Posts tagged as:

brokers

Grow your business by writing awesome white papers (without sweating it)

by on September 27, 2011

This post is derived from my exclusive email list, the AdvisorInsider — providing tips, tools and technologies helping grow investment businesses. Sign up here As investment advisors, we’re really in the business of marketing — trying to maximize cost-effective ways to bring new prospects in the door and keep existing clients happy. As I’ve written [...]

{ 0 comments }

State of the Art: What’s hot in financial product advertising

by Zack Miller on May 24, 2010

It’s always a good idea to check out what’s being advertised to see what the financial product firms are pushing. Some of this is horse-leading-the-cart stuff, but sometimes financial products are developed based on demand for such things. Looking at advertising in the financial industry is a momentum-driven way to look at trends — today’s, [...]

{ 0 comments }

Goldman saves its clients gold and outmaneuvers JPM in trade execution 2008-2009

by on January 31, 2010

In a hyperactive market, brokers continue to compete on speed.  According to the Tabb Group (quoted in this Bloomberg article), almost 61% of U.S. stock market activity and 70% of individual trades were part of a high-speed trading technique.  For brokers competing in this environment, technology and services are critical in executing these trades. Institutional [...]

{ 0 comments }

Financial Advisors and New Media: The start of something good

by on July 21, 2009

New Rules focused on new trends for investors Over the past 6 months, I’ve written about a lot of things on New Rules.  Whether its my ADD or just the fact that so much is going on, I’ve taken different directions with the blog. From structural changes in Investor Relations to some interesting new models [...]

{ 0 comments }

4 things financial advisors can do right now to boost their businesses

by Zack Miller on February 23, 2009

I’m on the road this week and hitting Toronto, Chicago, Miami and NYC. My first takeaway is that sentiment is really, really down. Particularly, money managers are feeling the downturn. I’m feeling a little sitting-on-hands, deer-in-the-headlights. While I admit the situation is really tough, financial advisors can actually take advantage of this downturn by doing [...]

{ 3 comments }