Sondhelm Partners was recently recognized as the Best Third-Party Marketing Firm by Hedgeweek
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.
Technology will effectively be table stakes in most markets. Getting it right requires a new strategic agenda and a significant investment.
Citywire looks back at their professional buyer Q&As from the first half of 2019 and recaps gatekeepers’ best and worst experiences when meeting managers.
Consolidation has caused asset managers to rethink how to integrate systems, data, and compliance. What lessons are they learning? Synthesis Technology’s CEO, John Toepfer, shared his insight with MFWire.com.
What are the best practices for sales teams at investment management firms? Biggest obstacles? How can they overcome them? Synthesis Technology’s Emilie Totten shared insight.
Disruption in the asset management industry has driven managers to pursue new strategies. Research from Chestnut Advisory Group indicates the best managers are taking a marketing-led approach.
How can I work with my firm’s compliance officers? In her latest insight article, Susan Weiner focuses on how marketers can build constructive working relationships with the compliance professionals at their firms.
Boutique asset managers often debate which client segments offer the best potential. Too often, these firms swing for home runs, but there are also advantages to hitting singles and doubles.
![Fund History 1774-2018 [infographic]](https://spweb.agency-sandbox.com/wp-content/uploads/2018/12/kurtosys.png)
Kurtosys developed this handy timeline of the most significant events that have shaped the mutual fund industry, featuring some lawful reforms, important fund launches and AUM landmarks.
Excited to switch to the new “notice-and-access” online publication delivery process? You’ll have to wait until January 2021 but Kurtosys shares how it works in a recent article.
Do you want ideas on how to better use your sales reports to build stronger relationships with your current advisors? SalesFocus Solutions’ David Halligan wrote this article in Money Management Executive.
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.