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At Carpenter Group, we deliver strategic branding and marketing communications solutions to the Financial Services industry. Our passion for our market is unmatched — for 30+ years we’ve been a trusted agency partner to many of the top financial brands.
Carpenter Thinks is where we share our perspectives on financial industry trends in marketing, design, client experience and more. You’ll even find some random musings that spark our interest…hopefully they’ll spark yours too!
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Category Archives: Retirement
Better late than never
Recently there have been a number of public articles and internal strategic discussions in asset management firms suggesting that after the economic meltdown, the industry faces a new imperative as it relates to retirement– and that a focus on retirement assets is now requisite. Granted, the combination of households having lost a substantial amount of [...]
Also posted in Financial industry scoop, Inspiration, Thought leading content Tagged DB plans, DC plans, defined benefit plans, defined contribution plans, fund net cash flows, long-term care, managing asset allocatioon, qualified plans, retirement income, retirement savings Comments closed
Financial Overhaul Rules = Profound Change for Financial Services Providers
The Dodd-Frank Wall Street Reform and Consumer Protection Act, signed by Obama on Wednesday, is receiving significant attention given it touches so many parts of the financial services industry. This complex ruling has yet to receive a memorable acronym, but according to the WSJ, DRANK may sum it up for those who think that the [...]
Also posted in Financial industry scoop, Insurance, Mutual funds, Rules & regs Comments closed
Regulation as a Marketing Tool? Of Course.