Younger Investors Are Losing Faith in the Stock Market
Marketing Wiz | Financial Marketing Agency Blog
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1w ago
For Generation X and Baby Boomers, the stock market is the best—and safest—way to grow their money over time. But Millennial and Gen Z investors don't share that faith, and as a result, they're increasingly turning to alternative investments to help them save for their financial futures. This article from InvestmentNews explains. [Read The Article ..read more
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Use News Events as Teachable Moments in Your Content
Marketing Wiz | Financial Marketing Agency Blog
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2w ago
In journalism, when an editor is deciding what stories to run, they look for what's called a "news peg": a current event that ties into what the story is about. An article with a news peg is almost always preferable to an article without one—and the same idea can apply to your firm's content. This MarketWatch article is a great example of how to find and use news pegs in your content. [Read The Article ..read more
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Five Post-Pandemic Trends Among Wealthy Investors
Marketing Wiz | Financial Marketing Agency Blog
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3w ago
High-net-worth and ultra-high-net-worth clients don't always have the same priorities as the average retail investor. And for the firms we work with, staying on top of what matters most to HNW/UHNW investors is crucial to their continued success. This article from Wealth Management highlights five important post-pandemic trends among affluent investors. [Read The Article ..read more
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Older Clients Are a Major Target for Scammers
Marketing Wiz | Financial Marketing Agency Blog
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1M ago
Scam attempts have risen dramatically since the COVID-19 pandemic began, and despite increased awareness, criminals are still finding ways to perpetrate fraud. Their target of choice is older Americans—and they may include your firm's clients. This Barron's article examines the surge in scam attempts against older people. [Read The Article ..read more
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The Next Generation Is Getting Richer
Marketing Wiz | Financial Marketing Agency Blog
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1M ago
Millennials and Gen Z have done a remarkably good job of accumulating wealth: according to Cerulli Associates, Millennial & Gen Z wealth rose by $700 billion in 2021. It's the biggest increase of any generational group—and what's more, they're eager for professional financial guidance. This article from ThinkAdvisor explains why your firm should take a closer look at the next generation of prospective clients. [Read The Article ..read more
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Retirement Confidence Is Dwindling
Marketing Wiz | Financial Marketing Agency Blog
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1M ago
According to a recent BlackRock survey, retirement confidence among Americans is down for the first time in several years. 63% of savers say they're on track for their retirement, down from 68% in 2021—and confidence is even lower (51%) among independent retirement savers. This article from FA Magazine breaks down the survey results explores the possible causes of dwindling retirement confidence—and your firm may be able to use this information to guide your communication efforts. [Read The Article ..read more
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The Line Between "Niche" and "Esoteric"
Marketing Wiz | Financial Marketing Agency Blog
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2M ago
We've talked about focusing your firm's marketing content on specific niches in the past. This article from Advisor Perspectives highlights "weird but lucrative niches," and while you may find some new market segments to target with your content, some of the items—like airplane repossession agents—hardly seem worth your firm's time. (Even by the most generous of estimates, there are fewer than 1,000 airplane repossession agents in all of the U.S.) Still, it's a good reminder that when it comes to your marketing strategy, there's a difference between niche and downright esoteric. [Read The Art ..read more
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Need Content Ideas? Try Reader Questions
Marketing Wiz | Financial Marketing Agency Blog
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2M ago
Let's face it: there are only so many ways you can discuss a specific financial topic in your content before it starts to feel stale. If you find yourself struggling to come up with new ideas to fill your content calendar, a Q&A format might be just the ticket. You can simply focus on a few common questions your team has fielded over the past month—or, for extra engagement, clients can submit questions to be answered. No matter the exact approach, it's a great way to reinvigorate your content. This Money article is a good example. [Read The Article ..read more
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Why Many Family Offices Are Going Virtual
Marketing Wiz | Financial Marketing Agency Blog
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2M ago
Family office offerings are a great way for RIAs to meet the unique and often complex financial needs of UHNW individuals and families, and it's no surprise that the number of family offices has increased in recent years. But family offices require more staff to run effectively—and a strained labor market has made hiring a challenge. Some RIAs think they've found a solution: the virtual family office. This article from FA Magazine explains. [Read The Article ..read more
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Should Retail Clients Have Access to Alternative Investments? Advisors Think So
Marketing Wiz | Financial Marketing Agency Blog
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2M ago
Not too long ago, alternative investments were only available to high-net-worth individuals and institutional investors; however, in recent years, technology has made it easier than ever for retail clients to dip their toes in the alternative investment waters. There are still some limitations on who can access alternative investments, but that may not be the case for much longer: according to a new survey from CAIS, more than 83% of advisors believe alts should be made available to all retail investors. This article from RIA Intel explains.  [Read The Article ..read more
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