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Insights
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.
Stop Making These Mistakes When Talking to Gatekeepers
November 26, 2018
Getting in front of gatekeepers of institutional, wirehouse, broker-dealer and RIA firms is essential. But not all portfolio managers are prepared for the conversations. While anyone can get through a 30 minute meeting, increase the odds of a second meeting by avoiding these mistakes.
Asset Managers’ Advance into Digital Coming Up Short
November 19, 2018
As more asset managers embrace digital technologies, few are connecting the dots between technologies which results in a disjointed approach to marketing, sales and client servicing. Good news is they are making progress, according to a recent industry survey.
In The News
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.
Advisors Need More Than Referrals to Grow Sustainably
December 06, 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 pens his latest contribution for Advisor Perspectives.
Here’s What’s Driving Asset Manager M&A Valuations
December 05, 2018
We’ve written extensively about the challenges facing smaller asset managers and boutique mutual fund firms – the growing tide of passive investing, negative fund flows and fee pressures – making it more expensive to operate from a marketing, distribution and regulatory perspective.
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