Mar 2, 2023 | Asset Management
SMA and ETF Momentum Builds – IMEA All-Council Fall Summit: Product Council Highlights Wentworth Financial Communications attended the 2022 IMEA All-Council Fall Summit in New York along with CMOs, distribution leaders, and other marketing and sales professionals from...
Feb 24, 2023 | Asset Management
Who would win? Ultimate asset management marketing rumbles we’re watching in 2023 As the founder of a content marketing agency that serves the financial services industry, I probably should read books about Modern Portfolio Theory and the history of index investing....
Oct 3, 2022 | Asset Management, Distribution
IMEA 2022: 5 Trends Shaping Asset Management Marketing Soon after I founded Wentworth Financial Communications, people in my network encouraged me to get involved with the Investment Management Education Alliance (IMEA). I finally got an opportunity to attend an IMEA...
May 11, 2022 | Asset Management, Distribution, Investment Banking
How Goldman Sachs Thinks About Corporate Communications Strategy Even if you’re one of the world’s most recognizable financial brands, how do you raise awareness for a product as seemingly unexciting as a savings account? Andrea Williams, head of media relations at...
May 29, 2021 | Accounting, Audit, and Consulting, Asset Management, Financial Advisor Marketing, Investment Banking, Private Wealth Management
Quarterly Newsletters Don’t Need to Be Painful Quarterly letters and newsletters are popular client deliverables — and for good reason. They are an effective way to connect with your audience on a regular basis and help your firm stay top of mind. But investment...
Mar 16, 2021 | Accounting, Audit, and Consulting, Asset Management, Distribution, Investment Banking, Private Wealth Management
Finding Your Edge in Bylined and Sponsored Content We are huge fans of using bylined articles and sponsored content to amplify your thought leadership. These mediums allow financial services firms to tap into a valuable audience that a publication has already done the...
