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 »
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. 
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. 
Website landing pages, home pages, content pages, and contact pages are not the same thing. What then is the difference, and why should asset managers and wealth advisors care? 
How much do you know about email marketing? Take this quiz to find out. 
Content done well can drive traffic, leads and prospects along the sales funnel to satisfied, referral-providing clients. How do you start? 
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. 
Most firms review vanity website metrics such as visits and page views to look for visitor patterns. Smart firms now realize WHO is visiting and how engaged they are with your content may be more valuable. 
Midyear is the perfect time to assess your strategy to see what’s working and not working giving you ample opportunity to tweak or change direction. 
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.
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