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Insights
Webinar RSVP – Why Financial Advisors Should Embrace Digital Marketing
January 16, 2020
Register for our next webinar to learn how stronger digital marketing can help you attract and retain new customers.
Three Game Changers for Financial Advisors in 2020
January 13, 2020
With the enforcement of Regulation Best Interest, this year will be a pivotal year for advisors concerned about thriving or just surviving.
Will 2020 be the Year Asset Managers Finally Catch the Technology Wave?
January 13, 2020
Rising passive inflows, fee compression, increasing regulation, and platform rationalization continue to threaten the survival of boutique firms. As these trends come more sharply into focus, 2020 will be a pivotal year in which firms either get ahead of them or continue their slide into oblivion.
Most Read Insight Articles of 2019
January 07, 2020
The Golden Globes are behind us. But they neglected to award for our favorite category. Our top read Insight articles of 2019 are…
In The News
Entrepreneurs Reveal The Unique Side About Being an Entrepreneur in DC, Maryland & Virginia
January 17, 2020
Being a DMV entrepreneur comes with benefits making it unique to run a business. Dan Sondhelm discusses the opportunity for growth in the region for this article in CEO Blog Nation.
Say Cheese! Shops Put PMs in the Spotlight
January 15, 2020
Shops often impede their own sales by keeping their best asset under wraps: portfolio managers. This recent article in Ignites focuses on this strategy to win over clients and provides tips for PMs to put their best foot forward. Dan Sondhelm was featured in this article.
Getting Your Financial Firm “Bearly” Prepared
January 12, 2020
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. As published on Iris.
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