August 20, 2018

Do Your Funds Stack Up: Advisor Fund Profile Pages

Fund product pages allow financial advisors to stay abreast of fund strategies, performance and risk data as well as expense details and benefits, thereby helping them sell products and manage client portfolios more effectively. Product profiles need to be detailed yet concise enough that all information can be easily interpreted. We analyzed advisor site fund […]
August 29, 2012

Presentation – Social Media & Financial Services: Content, Audience and Engagement

Alan Maginn, head of social media research at Corporate Insight, was a presenter at last week’s 2012 LIMRA Social Media Conference for Financial Services. His presentation titled Social Media & Financial Services: Content, Audience and Engagement offers a look at the current state of social media across financial services and highlights industry best practices. We […]