The twin slams of COVID and a bear market have created the most challenging environment for asset managers since the Great Recession. How are asset managers handling it?
Enhancing Communications in a Stay-at-Home World
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Most Read Insight Articles of 2019
The Golden Globes are behind us. But they neglected to award for our favorite category.
Our top read Insight articles of 2019 are…
5 Strategies for Getting Salespeople to Adopt New Tech
Salespeople like doing things their way and can resist change, especially regarding new sales technologies. Katie Martz at Synthesis discusses five strategies for improving adoption in MFWire.com.
Why Advisors Should Embrace Fintech
Financial advisors must choose to fight or adopt new solutions to serve clients better. Billions of dollars have flowed into venture capital for fintech solutions. Here are four reasons why advisors should use the new technology.
Wasting Money on Marketing Automation?
Many asset managers buy marketing automation programs at $1,500+ per month. But they use it like a $100-month program. That’s like buying a Porsche and driving it like a Hyundai. Why spend the money if you don’t benefit from more utility?
Technology is Changing the Playing Field (and the Players)
The trends transforming asset management are forcing firms to question their business models. Driven by low-cost investments and other pricing pressures, the dynamics of the advisor/asset manager relationship are changing.
FinTech and Asset Management
David Halligan of SalesFocus Solutions shared insights with Financial Advisor Magazine on how the fintech and asset management industries can become long-term strategic partners.