With M&A on the Rise, Firms Face Data and Content Challenges

Industry consolidation is causing more asset managers to rethink how they can successfully integrate their information flow, systems, compliance, data and branding. What mistakes are they making and what lessons are they learning to support efficient centralized marketing operations? Synthesis Technology’s CEO John Toepfer shares his insight with MFWire.com. Synthesis is a client. Read more »

Obstacles Salespeople Face when Trying to be Customer-Centric

What are the best practices for sales teams at investment management firms? What are their biggest obstacles? How can they overcome them? How much new business can they win if they do? Synthesis Technology’s Emilie Totten, a client, shares her industry Insight. Read more »

Institutional Marketing Moves into the Spotlight

Severe disruption across the asset management industry is driving managers to pursue new distribution strategies. New research from Chestnut Advisory Group indicates that the most successful asset managers are taking an increasingly marketing-led approach to distribution. Read more »

6 Tips to Keep Your Compliance Officers Happy

How can I work with my firm’s compliance officers? In her latest insight article, Susan Weiner focuses on how marketers and advisors can build constructive working relationships with the compliance professionals at their firms. Read more »

Why Financial Advisors Should Embrace Fintech

With billions of dollars in venture capital flowing into fintech each year, it is quickly getting to the point where financial advisors must choose whether to fight the onslaught or learn to adopt fintech solutions as a way to better serve their clients. Consider taking advantage of fintech technologies for these four reasons. Read more »

Tech Tools for Marketing (Part 2)

In the second of the two part series, I discuss additional tools that can automate the production of marketing materials, deliver greater efficiency, transparency and accountability to your sales processes and boost the effectiveness of your inbound marketing initiatives. Read more »

Tech Tools for Sales (Part 1)

Your sales team shouldn’t spend time researching RIA and broker-dealer web sites and conducting fruitless email marketing and cold call campaigns to advisors who are unlikely to use your strategies and mutual funds. There are a wide variety of technologies that can improve the quality and efficiency of your sales and marketing efforts. In the first of this two-part series, I’ll summarize services that can help you identify growth opportunities in different channels and discover insights around fund flows and specific customers. Read more »

Harnessing the Power of SEO to Generate Qualified Leads

Just building a website doesn’t mean investors will come. It needs to be digitally wired to make it visible and accessible to wandering eyes. An increasing number of advisors are discovering the ROI benefits of search engine optimization (SEO), not only in generating website traffic, but also for attracting more qualified leads. Read more »