Platform Cuts Force Boutiques to Survive

Suddenly, due to platform rationalization, the economics of running a boutique fund or fund family have soured and the sustainability of funds that are vulnerable to outflows has come into question. Read more »

7½ Reasons to Hire a Fractional CMO

Have you ever considered hiring a part-time Chief Marketing Officer to help grow your business? Did you even know that there was such a thing? Consider these 7½ benefits. Read more »

Taking Action for Marketing Success

This midyear report summarizes the combined insight of Sondhelm Partners’ Dan Sondhelm and SunStar Strategic’s Marilyn Dale. The conversation, which was originally presented in a webinar format with Foreside Distributors, covered topics from challenges in the industry through actionable marketing tips to implement today to stimulate asset growth. Read more »

FinTech and Asset Management

David Halligan, from SalesFocus Solutions, the maker of the MARS Product Suite, shared his insight with Financial Advisor Magazine on the FinTech-Asset Management working relationship and how it can become a long-term strategic partners. SalesFocus is a client. Read more »

Three Ways to Boost Your Salespeople’s Results

A case can be made that salespeople have the toughest job in an asset management firm. Yet, some firms still manage to compound the sales team’s difficulties by not providing what they need most, which is real marketing support. Read more »