Insight and Articles
Content Marketing for the Wealth, Banking & Insurance Industries

Social Media: Statistics for Financial Professionals’ Engagement
The rise of social media has ushered in a new era of communication, marketing, and client interaction. It has become an essential tool for businesses

Elevating Advisor Marketing Using MarTech Integrations
The marketing department often provides a vendor list for independent advisors under an RIA or independent BD model to select technologies to help them market

How Investors Benefit From Finance Content Marketing
In today’s dynamic business environment, investor communication is vital to maintaining assets under management and ongoing engagement. As such, finance content marketing is a highly

Attract & Retain Clients Using Finance Content
Content marketing is one of the best ways companies and advisors can improve their company’s search engine (SEO) rankings. 72% of online marketers describe content creation as

Press Release: UpContent and FreshFinance Forge Pioneering Partnership, Elevating Financial Content Curation and Distribution Tools for Advisors
Minneapolis, MN; September 26, 2023 – UpContent, the premier content curation platform, is delighted to announce an exciting collaboration with Fresh Finance, a leading financial

From Expectations to Delivering Value
The public’s expectations of the financial industry, which includes wealth, banking, and insurance, have dramatically changed over the past few years. Previously, these industries were