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Insights
For Asset Managers, the Profit is in the Relationship
January 14, 2019
At a time of rapid change, innovation and heightened competition, asset managers must invest in ways to better understand the needs of advisors and thoughtfully choose the right channels for interacting with them.
What Does Your Online Presence Say About You?
January 07, 2019
You have an online presence, either intentionally or unintentionally, or both. Go ahead and “Google” yourself or the name of your firm. Does anything come up on the first page of search results? Keep looking, you’re there, somewhere. Hopefully it is your website that shows up, and hopefully it is somewhere on the first couple of pages of the search. If not, consider these strategies so clients, prospects and other important people can find you easily.
Casey Quirk: 2019 is a Pivotal Year for Asset Managers
December 11, 2018
A weakening market and increasing volatility are continuing to expose the soft underbelly of the asset management industry. After a decade of year-over-year growth in AUM, managers have reached a critical juncture where a transitioning market can no longer mask the lack of organic growth, which is vital to sustainable profits. What are managers to do?
Brad Hearsh (UBS): What’s Driving Asset Manager M&A Valuations?
November 28, 2018
M&A is still a hot topic and is a great growth (and exit) strategy for fund managers. We reached out to our friend Brad Hearsh, a senior advisor for UBS Investment Bank, for his insights into the consolidation in asset management and what’s driving valuations.
In The News
What Does Your Online Presence Say About You?
January 15, 2019
Dan Sondhelm’s first contribution for Nasdaq.com focuses on your online presence. Do you and your firm come up? If not, consider these strategies so clients, prospects and other important people can find you easily.
2019 Will Be a Pivotal Year for Asset Managers
December 13, 2018
As the page turns on 2018, a weakening market and increasing volatility are continuing to expose the soft underbelly of the asset management industry.
Advisors Need More Than Referrals to Grow Sustainably
December 09, 2018
RIAs must grow sustainably in order to achieve the scale needed to deploy the latest technology systems and build out a centralized infrastructure. Relying wholly or primarily on referrals is a foolhardy strategy. Assets pour in until they slow. So what’s needed for consistent growth? Dan Sondhelm’s latest Advisor Perspectives contribution got some additional play in Value Walk.
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