July 07, 2017

Fund Firms Flourishing on Facebook

The latest Facebook numbers from CNN Tech show over 1.94 billion worldwide active monthly Facebook users, and 1.28 billion in daily usership, posing a great opportunity for businesses to reach a huge audience of prospects and clients. In fact, Facebook reports that over three million businesses around the globe advertise on the site. Corporate Insight’s […]

June 08, 2017

Schwab on Snapchat: Brokerages Find New Target Demographic in Recent College Grads

With graduation season upon us, college seniors are looking forward to beginning life in the “real world.” From beginning new jobs to renting new apartments and managing their own finances, graduating seniors are facing one of the most pivotal times of their lives. Capitalizing on this important transition, brokerage firm Charles Schwab targets the young […]

June 07, 2017

Ad Campaigns in Defense of Active Management

An expanding ETF market, post-2008 skittishness, an uncertain interest rate environment and lower costs are some key factors influencing the popularization of passive investing. Although passive investing is currently experiencing a wave of popularity, American Funds and OppenheimerFunds are going against the tide of opinion and championing the superiority of active strategies in their latest […]

May 22, 2017

April 2017 Trends & Highlights: BB&T and Safeco Public Site Revamps, Marketing Campaigns and Mobile Payment Capabilities

TRENDING New Marketing Campaigns from Five Firms – This month, five firms launched new marketing campaigns, focusing on social impact, trust building, celebrity partnerships and women in financial planning. State Farm began its Neighborhood of Good campaign promoting volunteerism, while Wells Fargo premiered its Building Better Every Day campaign to ensure customers of its commitment to […]

May 03, 2017

Industry Trend: Fund Firms Use Podcasts to Showcase Intellectual Capital

Podcasts are a popular marketing tool for many brands, and fund firms are taking note. Edison Research’s 2016 The Infinite Dial study specifies that podcast listening grew 23% between 2015 and 2016. Key contributors to this meteoric rise include the increase in smartphone ownership and the popularization of streaming services such as Pandora and Spotify. […]

Financial Communications Society Event Takes on the Underserved Female Investor

It is no secret that women are shockingly underrepresented in the financial sector. In an effort to engage the female population, firms are launching targeted marketing campaigns as well as segmented services and offerings. Many women have strong opinions on these efforts, and last week in New York City, the Financial Communications Society (FCS) gathered […]

February 22, 2017

Brokerages Miss Chance to Score Big at the Super Bowl

In the days that followed one of the most exciting Super Bowls in history, focus turned not only to the New England Patriots’ surprise upset but also to the game’s increasingly popular commercials, with articles springing up online on everything from Airbnb to Mr. Clean. This year, more than 60 major brands advertised during the […]

February 08, 2017

Taking the Robo out of Robo-Advice: TD Ameritrade’s Green Room Guy Heads up New Ad Campaign

The brokerage industry has seen an explosion of new digital advice offerings over the past year. Because many of these offerings provide investors comparable returns at comparable prices, it has become increasingly important that these firms distinguish themselves from competitors, and corporate branding is an obvious way to do so. Shortly following the launch of […]