Participating in social media has become a business imperative and, regardless of industry group or ownership structure, social media is rapidly moving up the boardroom agenda. More than 70 percent of organizations operating around the world now active on social networks and there seems to be little doubt that social media is widely [...]
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Posted on December 22nd, 2011
Posted on November 28th, 2011
The mobile app revolution has reached the banking industry. But it is still at a very immature stage. This – in a nutshell – is the outcome of this benchmarking analysis of a total of almost 200 apps for private clients, offered by 50 leading global banks. Currently, about two thirds of the [...] Posted on October 24th, 2011
Booz & Company, Korn/Ferry International, and the Association of National Advertisers (ANA) recently conducted a survey of 350 senior marketing professionals across many industries to find out how the role of marketing is evolving. This Leading Research presents the findings and their analysis. Posted on July 11th, 2011
The Canadian Securities Administrators (CSA) has published Staff Notice 31-325 to provide guidance for the preparation, review and use of marketing materials by portfolio managers (PMs). The guidance is based on findings identified during a recent CSA compliance review of over 50 PMs focused on marketing practices. The CSA encourages PMs and [...] Posted on June 22nd, 2011
On the eve of the Retail Distribution Review rollout, the issue of what to do with the mass market “simplified advice” proposition continues to exercise the industry. Is regulating sales process appropriate for this market? Is product intervention needed? Chris Gilchrist (Director of Churchill Investments and contributor to Taxbriefs) provides a view informed [...] 3 pages
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