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Why RIAs would rather go to Twitter than talk to a wholesaler

Asset managers are cutting out the middle-man by going straight to the Web, study says

Author Lisa Shidler August 2, 2011 at 5:57 AM
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Pat Allen: You have to be able to improv with RIAs. They have their own agenda. The whole idea of the ad campaign is passé.

Zack at NewRulesofInvesting.com

Zack at NewRulesofInvesting.com

August 2, 2011 — 7:25 AM

Interesting points from Pat about how RIA’s tendency to do their own research impacts how they purchase services and funds

Blane Warrene

Blane Warrene

August 2, 2011 — 9:36 PM

An interesting component (and often unrecognized value) of adding a social media element to asset management campaigns is “behind the scenes”. From wholesaling perspective – it is often a lead with the product, terms and specs and the mechanics. Important yes – but not as the lead. Understanding how managers and product manufacturers 'think’ and through what lenses they view the market provides a richer view for advisors to gauge what products they want to consider.

Maria Marsala

Maria Marsala

August 5, 2011 — 6:41 PM

Integrating social neworking with other forms of marketing, is key.

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Mentioned in this article:

Russell Investments
Top Executive: Jennifer Tice

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