Foreign boutique and name-brand asset managers want to offer their expertise and products to U.S. investors. The AUM potential is strong. The biggest challenges? Figuring out the best way to establish their U.S. presence and build awareness and traction among investors and financial advisors. If your firm is thinking about setting up shop in the U.S., here are six key issues you need to consider before you make your move. Read more »
Curious how investment marketers are using and prioritizing their marketing technology stacks? Download our latest research that uncovers how and why technology is essential for stronger client and prospect engagement, yet is challenging for many firms to implement. 
A merger opportunity often looks great on paper. Each side has its unique strengths which, when combined, could produce a competitive asset management powerhouse. But balance sheets, track records, compensation comparisons and valuations only tell part of the story. A transaction that looks awesome to those in the C-suite could be disastrous if it results in the loss of your most important assets - your key personnel. Here are a few “red flags” you may need to think about. 
Part 3 of a 3-part series focuses on reputation and branding to help boutique asset managers increase their visibility and authority so their story gets heard.. This article was summarized from our recent webinar, in collaboration with UMB Fund Services, “Pandemic, Strategic Plans and Growth” which shares actionable insights from industry leaders going all-in on growth in 2022. 
Part 2 of a 3-part series focuses on opportunities and trends with distribution and sales teams to help boutique asset managers thrive. This article was summarized from our recent webinar, in collaboration with UMB Fund Services, “Pandemic, Strategic Plans and Growth” which shares actionable insights from industry leaders going all-in on growth in 2022. 
When used strategically, LinkedIn can help asset managers build relationships, strengthen your brand and reputation, and increase your visibility and credibility. It can also help you attract leads. But if you are just scrolling down your news feed, you are missing out.
Here are 12 action items your firm can take right now, or aspire to over time, to take advantage of this most impactful social platform. 
Normally this financial advisor trashes product-and-performance-pushing cold emails, but he acted on this one because it demonstrates the wholesaler’s willingness to spend time to research both the firm and his background. 
Some mutual fund managers have found success by joining mutual fund companies with extensive distribution networks and well-planned marketing strategies. 
Even in this digital age, PowerPoint-based pitchbooks remain the most commonly used marketing tool for presenting SMA solutions. And most firms are still using time-consuming, error-prone processes to produce them. Synthesis Technology’s Chris Ruppenstein explains how to stop the madness, and increase AUM, with automation. 
Over the past few months, I’ve received several “cold swag” gifts - boxes of delicious cookies and a pound of gourmet coffee. Then these vendors barraged me with follow up emails. I wonder whether the return on investment of these cold-swag campaigns justifies their costs. And under what situations should they be used?
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