In addition to Trends & Highlights and the Consulting Insights newsletter, our Insights include presentations, articles and white papers. The most recent pieces in each of these categories are displayed on this page.
Corporate Insight’s Alan Maginn was a presenter at BDI’s Social Media in Wealth Management Forum on 2/23/12. His presentation Social Trends in Wealth Management explores social media trends and best practices across the financial services industry and also looks at what firms are doing for financial advisers. The slide deck from the presentation is posted below and available for download.