Nov 20, 2018 | Asset Management
There’s a lot of new at Nuveen these days. After TIAA acquired Nuveen in 2014, TIAA decided to adopt the Nuveen name for the company’s now $900 billion investment management unit. This sparked a massive rebranding effort, which involved not only bringing all of the...
Nov 13, 2018 | Asset Management
So you’ve decided it’s time for your firm to hire a financial ghostwriter to work on your white papers, blog, newsletters, or other thought-leadership efforts. Now what? Finding a writer who understands the technical aspects of your industry and is a good fit for your...
Nov 7, 2018 | Asset Management
Marketers for financial technology, or fintech, companies don’t have it easy these days. The commoditization of technology, competition for top tech talent, and proliferation of data are among the host of factors making it difficult for fintech firms to differentiate...
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...
