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Adding to discomfort with the campaign, some women discovered that the firm was also using the ad as a way to generate sales leads, employees said.November 14
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The agency floats proposal to expand regulations to accommodate new online channels, allow for third-party ratings and testimonials.November 5
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One full-page advertisement, featuring seven female employees at Fisher Investments, is headlined: “You Heard Their Story. Now Hear Ours.”November 4
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For Fisher, the man, as well as Fisher, the firm, the fallout is piling up.October 21
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The firm is relying on firm reputation and word-of-mouth referrals for growth.September 27
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Acquiring clients can be expensive. Some digital investing platforms have turned to a marketing strategy they say may present “conflicts of interest.”August 14
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The specter of lost trillions in the coming asset transfer is causing wealth managers adapt their strategies to serve mercurial millennials.August 5President of Global Sales, Marketing and Client SolutionsBroadridge Financial Solutions
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The agency wants to hire a reputation management expert to burnish its image as it faces social media attacks.July 31
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With 7 million accounts and more than $400 billion in assets, Karl Roessner’s firm can be selective as it expands into wealth management.July 16
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The combined company will be known as Truist, which plays off “trust,” a word the banks’ original names had in common.June 12