Financial services: An industry at odds with its clients

“Toward transparency and sustainability: Building a new financial order,” a newly released study by the IBM Institute for Business Value raises some provocative questions about the relationship between financial services firms and their clients.  Two big questions 1. Do financial services firms really put their clients’ best interests first? 2.  Do financial services firms understand […]

Research study: How financial services firms will make money in the future

The financial services industry can’t continue to make money the way it used to. So the IBM Institute for Business Value tackled the challenge of answering the following questions: *  Which forces are disrupting the industry?  *  What will clients be willing to pay for? *  How will the basis for competition change?  *  And […]

Ignore this advice–at least some of it

“10 Words to Use in Your Website Copywriting” gives you some great advice. But some of author Eric Brantner’s suggestions need to be adjusted for investment management websites. Eric lists 10 words that tug powerfully on human emotions.       You      Free      Guaranteed      Easy      New      Proven      Results      Save      […]

Worth magazine relaunches

What’s up with Worth magazine? It’s going to relaunch in May with an even more exclusive readership than before. To receive a free subscription, a household must “have a minimum net worth of $2 million, have at least $1 million of equity in their main residence and live in one of 11 major markets, including […]

"The Current Financial Crisis: Why did it happen and what is being done?"

Look at a typical investment bank’s balance sheet and you can understand how the collapse of housing prices took down those banks.  That’s the message I took away from “The Current Financial Crisis: Why did it happen and what is being done?”,  an April 16 presentation by John Haigh, executive dean of the Harvard Kennedy […]