For asset managers looking to grow AUM, knowing what your target market wants and delivering it the way it wants is the key to increasing advisor engagement. Though the top-ranked leaders generally were the largest asset managers, the FUSE survey provides valuable insights for smaller firms seeking improved results from their marketing efforts. Read more »
In a recent article, I suggested four ways boutique asset managers can transform their sales and marketing culture. But before you can implement these change strategies from the top-down, it’s important to create a strong business case, backed by research, that specifies how the changes you’re recommending will deliver the specific results you need to 
Remember when investors called your 800 number? 
As uncomfortable as it may seem, now is the time to plan for such an event - while everyone is thinking rationally, and there is time to consider all contingencies. 
Citywire highlights it’s top Q&As in 2019, in which eight gatekeepers recount their best and worst investor interviews, from overconfident PMs to preposterous historical returns. This is my favorite column in Citywire. 
Watch our webinar replay to learn how stronger digital marketing can help you attract and retain customers. 
Portfolio managers and analysts generally feel most comfortable interacting with highly sophisticated institutional consultants and wealth managers who are well versed in the highly technical and jargon-laded lingua franca of the investment world. But as many asset managers find themselves struggling to capture new inflows, they’re asking portfolio managers and analysts to communicate directly with 
With the enforcement of Regulation Best Interest, this year will be a pivotal year for advisors concerned about thriving or just surviving. 
Rising passive inflows, fee compression, increasing regulation, and platform rationalization continue to threaten the survival of boutique firms. As these trends come more sharply into focus, 2020 will be a pivotal year in which firms either get ahead of them or continue their slide into oblivion. 
The Golden Globes are behind us. But they neglected to award for our favorite category.
Our top read Insight articles of 2019 are…
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