Asset Managers’ Advance into Digital Coming Up Short

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 »

Don’t Write This in a “Cold” Email

marketing automation firm for asset management I just received this "cold" email and wanted to share it (along with some pointers) with you. This is a great example of what not to write in an email. The sender claims to be a "digital marketing expert." Would you buy from him? Read more »

Avi Nachmany: Mega-Trends Forcing Asset Managers to Revamp

There is little doubt that the mega-trends of the last several years have thrust the investment management industry into a period of transformative change. While still buttressed by a strong tailwind of asset-price inflation, investment management firms are facing increasing risks as the relentless downward fee pressure and passive flow migration threatens revenues and profits and, for some firms, their very existence. Read more »

5 Ways Asset Managers Can Increase Advisor Engagement

Do you want ideas on how to better use your sales reports to build stronger relationships with your current advisors? SalesFocus Solutions’ David Halligan, a client, penned this recent article that was also picked up in Money Management Executive. Read more »

Platform Cuts Force Boutiques to Survive

boutique find manager marketing 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

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 »