Insights
Insights
How to Win Business in Virtual Meetings from Your Conference Room
As the financial industry has returned to the office, boutique asset managers need to take their conference room virtual meetings more seriously.
A Roadmap for Modern Marketing Analytics
The asset management industry needs to shift its mindset from efficiency to innovation. So says Bill Hortz, founder of the Institute for Innovation. Here’s his roadmap to drive the new road.
SEO for Wealth Managers and Asset Managers: The 6 Things You Must Do First
An increasing number of wealth managers and asset managers are recognizing the importance of search engine optimization (SEO) on their websites for lead generation.
Third-Party Marketers: A Boutique Asset Managers’ Path to Raising Capital
Third-party marketers and placement agents can play a critical role in helping asset managers raise capital. This article details what these firms do.
How Smaller Hedge and Private Equity Funds Can Raise Capital
Smaller hedge funds often are run by money managers, not marketers. They want to grow but struggle for investor dollars. Consider using these marketing strategies to get noticed.
The SEC’s New Modern Marketing Rule: Are You Prepared?
According to a Synthesis survey, less than 25% of investment management firms say they’ve totally complied with the SEC’s Modern Marketing Rule. Are you on track to full compliance?