Plain-speaking the language of retail investors

Portfolio managers and analysts generally feel most comfortable interacting with highly sophisticated institutional consultants and wealth managers who are well versed in the highly technical and jargon-laded lingua franca of the investment world. But as many asset managers find themselves struggling to capture new inflows, they’re asking portfolio managers and analysts to communicate directly with Read more »

Are You “Bearly” Prepared?

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. Read more »

Article Goes Viral with a Little Help

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. Read more »