Investing in tactics can help, but your firm will be better off by encouraging greater flexibility and participation among those who can play a more effective role in delivering your message to the marketplace. Here are four suggestions to start this process.
Webinars are one of the best ways for asset managers, custodians and other firms to build awareness of their brand and capabilities and generate qualified leads among financial advisors,” when presented and promoted effectively, according to a recent white paper by Advisor Perspectives. When presented and promoted effectively, webinars are one of the best ways… Read more »
Do asset managers—big, boutique and growing—need yet another new share class? The answer is yes if you want to be fiduciary-friendly. The long-delayed implementation of some of the DOL’s new fiduciary rules finally went into effect on June 9. While there is a possibility that some of the provisions will be modified in the coming… Read more »
When a boutique firm’s primary business is the institutional or high net-worth marketplace, some executives would rather manage portfolios than manage the product line of mutual funds. “We pay for investment research over mutual fund industry research,” said one CEO and portfolio manager of a boutique asset manager with just a handful of funds who… Read more »