November 03, 2016

Tomorrow’s Fund Company Website: Helping Financial Advisors Thrive in Disruptive Times

As changes occur in the financial advice industry, it is important for asset management firms to position themselves as valuable partners to advisors by providing content-rich, easy-to-use advisor websites. Using our new Advisor Website Audit and surveys of advisors and investors, CI’s latest white paper, Tomorrow’s Fund Company Website: Helping Financial Advisors Thrive in Disruptive […]
November 07, 2013

Around Asset Management: Profiling Online Innovators

Volume one of Corporate Insight’s Around Asset Management: Profiling Online Innovators whitepaper examines eight asset management firms that excel in different areas of the online experience. Each firm offers a noteworthy online capability or design element that can improve the website your firm offers investors. The eight firms reviewed include:   Ariel Investments Calvert Investments […]
June 18, 2013

Slide Deck – Asset Management and Social Media: A Guide to Social Marketing

Asset management firms have worked hard in recent years to develop and refine their social media strategies. In the process, they have vastly increased their social outreach to investors and financial advisors. Although most asset management firms have a social media presence on multiple networks, the strength of their efforts varies greatly. This slide deck […]
May 17, 2013

Asset Management and Social Media: A Guide to Social Marketing

Asset management firms have worked hard in recent years to develop and refine their social media strategies. In the process, they have vastly increased their social outreach to investors and financial advisors. Although most asset management firms have a social media presence on multiple networks, the strength of their efforts varies greatly. Asset Management and […]