Reaching clients through their smartphones
Package features interactive resources and prospecting tools to reach clients
“Investing for a New World” designed to help investors confront the challenges of low yields and volatile markets
FirstOntario wants to educate Canadians about the benefits of a community-based credit union over big banks
‘Peace of mind’ ads to run in print, online, and at airports
Some securities regulators are stepping up supervision of promotional ads by issuers, often smaller resources companies
Advisors across all industry channels report that they often struggle with out-of-date hardware, software that is not user-friendly, systems that aren’t well integrated or inadequate tech support and training
Consumer advertising and marketing support have a direct impact on a firm’s image with the public
In this time of economic uncertainty, clients are increasingly turning to financial advisors for help
The ratings reveal that advisors consider consumer advertising and marketing support to be more important to their businesses