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“We want to buy mutual funds to grow AUM or sell our funds to a firm with stronger distribution.”
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Insights
For Asset Managers, Thought Leadership May Be Their Only Edge
June 17, 2019
Not every portfolio manager can become a rock star. But anyone can navigate towards becoming more visible, more respected and more influential. When your opinions really matter, you’ve arrived.
Institutional Marketing Moves into the Spotlight
June 12, 2019
Severe disruption across the asset management industry is driving managers to pursue new distribution strategies. New research from Chestnut Advisory Group indicates that the most successful asset managers are taking an increasingly marketing-led approach to distribution.
6 Tips to Keep Your Compliance Officers Happy
June 11, 2019
How can I work with my firm’s compliance officers? In her latest insight article, Susan Weiner focuses on how marketers and advisors can build constructive working relationships with the compliance professionals at their firms.
Why Financial Advisors Should Embrace Fintech
May 27, 2019
With billions of dollars in venture capital flowing into fintech each year, it is quickly getting to the point where financial advisors must choose whether to fight the onslaught or learn to adopt fintech solutions as a way to better serve their clients. Consider taking advantage of fintech technologies for these four reasons.
In The News
Harnessing the Power of SEO to Generate Qualified Leads
June 12, 2019
For SEO to work effectively, it can take several months to see results and it requires ongoing management to refine the methods and improve results, says Dan Sondhelm, in the Kurtosys blog.
BlackRock’s acquisition of BGI 10 years ago fuels breakneck growth of investment giant
June 11, 2019
Ten years ago, BlackRock took a giant step toward becoming the world's largest money manager, announcing it would acquire Barclays Global Investors. Dan Sondhelm shared his insight on the deal and what it means for asset managers today with Pension’s and Investments.
Financial Advisors: How To Harness the Power of SEO to Generate Qualified Leads
June 03, 2019
Just building a website doesn’t mean investors will come. It needs to be digitally wired to make it visible and accessible to wandering eyes. An increasing number of advisors are discovering the ROI benefits of search engine optimization (SEO), not only in generating website traffic, but also for attracting more qualified leads. This story was picked up on Nasdaq.
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