My broken link to "Should you drop subscribers who don’t open your newsletter?"
Dear newsletter readers, Here’s the link that wasn’t working in my August newsletter: “Should you drop subscribers who don’t open your newsletter?“ I apologize for inconveniencing you. Thank you for bearing with me.
"Turbulence Can Improve Portfolio Diversification"
“The only problem with diversification is that it’s never been tried,” said Mark Kritzman, president and CEO of Windham Capital Management, in a July 21 speech to the Boston chapter of the Quantitative Work Alliance for Applied Finance, Education and Wisdom (QWAFAFEW). If he gets his way, investors will achieve truly diversified portfolios by applying […]
Leverage third-party endorsements
“Leverage third-party endorsements for maximum exposure.” This line from “Survive and Thrive in Today’s Volatile Market” by Peter Hammond, EVP, UMB Fund Services, got me thinking about financial advisors who get quoted by reporters, but fail to let their clients, prospects, and referral sources about it. After all, getting quoted is a kind of third-party […]
Poll: What newsletter strategies work best for investment and wealth managers?
Newsletters are an important part of marketing for many investment and wealth management firms. You’ve got lots of options. Print newsletter vs. e-newsletter Quarterly, monthly or weekly frequency Market commentary and/or other topics Articles that you write yourself vs. articles written by a writer whom you hire, so they reflect your firm’s views vs. articles […]
Bostonians, where will you be on October 1?
Several events in Boston are competing for financial professionals’ attention around October 1. The first aims at investment managers, while the last two target mutual funds. Oct. 1-2, The CFA Institute’s Fixed Income 2009 conference, including presentations by James Grant and Dan Fuss Oct. 1, NICSA’s East Coast Regional meeting, featuring keynote addresses by Robert […]