Kurtosys developed this handy timeline of the most significant events that have shaped the mutual fund industry, featuring some lawful reforms, important fund launches and AUM landmarks. Read more »Your Compliance Team’s 2019 Resolution
Posted by Dan Sondhelm
Excited to switch to the new “notice-and-access” online publication delivery process? You’ll have to wait until January 2021 but Kurtosys shares how it works in a recent article. Read more »Asset Manager Viability Requires Diversification
Posted by Dan Sondhelm
It’s not uncommon for asset management firms to be highly concentrated, with a significant portion of their revenues coming from relatively few clients or products. From a business management standpoint, it is both risky and irresponsible. Just ask Northern Cross. Read more »Technology is Changing the Playing Field (and the Players)
Posted by Dan Sondhelm
The unalterable trends transforming the asset management industry are forcing firms to question their business models with many scrambling to maintain relevance in an evolving value chain. Driven by the growth of low-cost investments and other pricing pressures, the long-entrenched dynamics of the advisor/asset manager relationship are changing. Read more »For Asset Managers, the Profit is in the Relationship
Posted by Dan Sondhelm
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. Read more »What Does Your Online Presence Say About You?
Posted by Dan Sondhelm
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. Read more »Casey Quirk: 2019 is a Pivotal Year for Asset Managers
Posted by Dan Sondhelm
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? Read more »Brad Hearsh (UBS): What’s Driving Asset Manager M&A Valuations?
Posted by Dan Sondhelm
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. Read more »Stop Making These Mistakes When Talking to Gatekeepers
Posted by Dan Sondhelm
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. Read more »Asset Managers’ Advance into Digital Coming Up Short
Posted by Dan Sondhelm
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. Read more »
Connect
