Content marketing done right for wealth managers

The content marketing challenge for wealth managers

A recent PWC report indicates that wealth management is one of the least tech literate sectors of financial services.

In the traditional wealth management world, discretion is highly valued and clients are acquired through existing relationships or word of mouth. Institutional communication relies heavily on research or ‘views’ on the market.

These elements alongside with the digital lag explain why content marketing still plays a relatively minor role in the industry. This is not due to a lack of opportunities to create engaging content, as the example of US-based Ritholtz Wealth Management (RWM) demonstrates.

The case of RWM: multi-channel content marketing

thebigpicture Ritholtz blog

The Big Picture: one of the RWM blogs

RWM is a US financial planning and asset management firm. The firm offers a variety of services including Financial Planning and Wealth Management. Data from Similarweb indicates a combined monthly traffic of over a million potential investors. Although its asset under management stand “only” at around $600m, the firm is reaping the benefits by being one of the fastest growing in the market. Below is an overview of their content strategy.

Individual blogs from wealth managers

The company operates a network of 6 blogs, each written by key employees of the firms under their own name and evocative brands. These include The Reformed Broker, The Certifiable Planner, A Wealth of Common Sense.
RWM blogs

Although written in the first person, the blogs follow a template and all have one page in common inviting you to invest via RWM.

Wealth management podcasts

The colleagues team up on a weekly basis to talk about “all things financial markets, personal finance, our favorite books, movies, and TV shows, dad life, the asset management business and more.”

There is often an overlap between the podcats and blogs. As they are different channels this tactic allows to create more content with fewer efforts.


As prolific writers the RWM team have published a few books, generating significant press coverage and a lot of social engagement.

YouTube channel

Finally, the company has launched its YouTube channel in 2018, again using a different brand name “The Compound”. It features all the different bloggers either individually facing the camera or using innovative formats like in this video:

What can be learned from this example of wealth management content marketing

This abundance of content provides a formidable reach, but the benefits go beyond that. If you are just getting started in content marketing as a wealth manager, it would probably take years to achieve the same audience organically. However, some effects would be immediately beneficial:

  • A personable approach: people are a very important factor when choosing a wealth manager
  • Being seen as an expert
  • Scale relationships: video, in particular, is the closest thing to a one to one conversation and can be scaled immensely

RWM’s style may not be for everyone, and it probably fits Wall Street better than Geneva or Luxembourg. Yet their commitment and content strategy could inspire many others.

If you want to learn more about content marketing for the financial industry, I have prepared a free report on the content strategies of the most successful financial firms on the web in 2018