At Marketing Wiz, our team actively monitors global financial markets to contextualize relevant stories for our clients and their stakeholders. This March, here are three themes that can serve as the foundation for some curated content or even a long-form article for your firm:  ..read more

At Marketing Wiz, our team actively monitors global financial markets to contextualize relevant stories for our clients and their stakeholders. This Feburary, here are three themes that can serve as the foundation for some curated content or even a long-form article for your firm:  ..read more

There is a giant gap in how RIAs use data to make informed decisions. Some parts of the business are highly sophisticated while other aspects of the business remain in the proverbial stone age. The fastest growing firms have closed this gap while the laggards have yet to solve for it ..read more

At Marketing Wiz, our team actively monitors global financial markets to contextualize relevant stories for our clients and their stakeholders. This January, here are three themes that can serve as the foundation for a custom long-form article on behalf of your firm:  ..read more

At Marketing Wiz, our team actively monitors global financial markets to contextualize relevant stories for our clients and their stakeholders. This December, here are three themes that can serve as the foundation for some curated content or even a long-form article for your firm:  ..read more

At Marketing Wiz, our team actively monitors global financial markets to contextualize relevant stories for our clients and their stakeholders. This November, here are three themes that can serve as the foundation for a custom long-form article on behalf of your firm ..read more

There is one question that remains top-of-mind for RIA founders, partners, and CMOs: what else should we be doing from a marketing perspective to drive organic growth ..read more

We will cut to the chase: some A.I. platforms are great, and some stink.  Some are great at specific tasks, and others are terrible at that same task.  We hear about artificial intelligence in the news like it is one “thing,” but it’s critical to understand that there are dozens of different A.I. platforms, each with their strengths and weaknesses. For example, an A.I. can be terrible at writing blog posts but excel at identifying concentration risk within an investment portfolio. Because of this, trying different A.I.s out and testing their output against one another for the specif ..read more

According to Schwab’s most recent RIA benchmarking study, Hubspot is the #1 content marketing platform for RIAs managing more than $1 billion in assets. And with the addition of Content Hub™, Hubspot just increased how much content a single marketing team can generate and manage.  This article covers what’s new and how RIAs can use the platform to support their content initiatives ..read more

For investment advisory firms, success hinges on a multitude of factors. The landscape is ever-evolving, with new challenges and opportunities at every turn. It's a dynamic arena where firms constantly seek to optimize the formula that nurtures relationships and drives growth ..read more