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Insights
Six Strategies to Strengthen Your Digital Marketing
December 09, 2019
The results your digital marketing program delivers are only as good as the quality of your content and the relevancy of the people you’re trying to reach.
Are You “Bearly” Prepared?
December 04, 2019
At some point, the bad times will return. When they arrive, some asset managers will find new revenue opportunities, while others will need to go into survival mode. The smart firms will anticipate where they could end up and start preparing for the inevitable.
Rule Change Eases New ETF Launches But Post-Launch Challenges Remain
November 22, 2019
It may be easier to launch an ETF. But you still need “juice” to attract investors.
Article Goes Viral with a Little Help
November 04, 2019
I've earned my share of retweets, likes and followers on Twitter over the years. But four years ago this month, Donald Trump helped a few of us become famous, sort of.
In The News
What’s in store for wholesaling in the coming year?
December 12, 2019
As asset managers continue to do more with less, substantial changes are taking place when it comes to selling mutual funds. Dan Sondhelm commented for this story in Financial Planning Magazine.
Is Your Firm Practicing Sales Prevention?
December 11, 2019
Sales are so important, yet many firms actually practice sales prevention. Here are the ways and what they can do instead. As published on Nasdaq.
Fidelity Picks New Leader for $2.8T Asset Mgmt Division
December 06, 2019
While Grenier, who currently serves as global head of asset management for Fidelity International Limited, lacks the technology background of his predecessor, the asset management division is likely to continue to prioritize tech capabilities. Dan Sondhelm commented for this FUNDfire story.
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