Mar 21, 2018 | Asset Management
In every corner of the financial services industry, nearly every firm claims to be unique. They say they are different. They say they have the people, process, and formula for investing that competitors don’t. They say their brand is the most trusted in the industry....
Mar 15, 2018 | Asset Management
It’s been 25 years since the first exchange-traded fund (ETF) was launched, enabling investors to buy or sell the S&P 500 Index in a single publicly traded share. But as the ETF industry continues to grow beyond simple index-tracking products and into more complex...
Feb 20, 2018 | Asset Management
In WFC’s last blog post recapping my January 30 presentation with CFA Society Chicago about how to write better investor letters, I mentioned that, at a high level, there are three critical components to making your letters more effective: Tell a compelling story Make...
Feb 19, 2018 | Asset Management
In celebration of Presidents’ Day, we at Wentworth Financial Communications put together five fun trivia questions to test your presidential knowledge of landmark financial legislation that was signed into law at 1600 Pennsylvania Avenue. Feel free to...
Feb 12, 2018 | Asset Management
While many investment professionals might view writing quarterly letters as an unimportant chore, the fact remains that these letters are a powerful way to strengthen client relationships and showcase a firm’s portfolio management expertise. Still, putting together an...
Jan 11, 2018 | Asset Management, Financial Advisor Marketing
‘Tis the season for ambitious goal-setting in all areas of our lives. While you may have set New Year’s resolutions related to your health, your career, and your relationships, you may want to also think about ways that you can improve your writing in 2018. Well, at...
