Weekly Briefings

Receive our weekly updates that focus on educational content and practice management ideas for investment managers.

Graig Norden

Apple's Dialogue on Personal Data isn't Schadenfreude, It's Necessary

By Graig Norden April 13, 2018

If you updated the operating system on your iPhone recently, you probably noticed that the first..

The Role of the Investment Analyst When Competing with Amazon

By Graig Norden March 30, 2018

It’s been en vogue lately to write about Amazon Asset Management. We ourselves have covered the..

Editor’s Picks: Insights from PIMCO, BlackRock, KKR, and more

By Graig Norden March 22, 2018

In the words of Colin Jost, SNL’s Weekend Update co-anchor, “it’s been a busy year in the last..

Practice Management: Live Chat Tool

By Graig Norden March 8, 2018

Harvest recently began utilizing HubSpot’s live chat tool on our website to support our business..

Facebook is Prioritizing Social Interactions. What About Twitter?

By Graig Norden March 1, 2018

Last month, I suggested that investment managers revise their stance on Facebook in light of..

OverStock's FinanceHub Is a Preview of Competing with Amazon

By Graig Norden February 22, 2018

Everything becomes symbol and irony when you've been betrayed” ― Jay McInerney, Bright Lights,..

Volatility Means it's Time to be Proactive With Your Clients

By Graig Norden February 15, 2018

You might have heard...

Equity markets have been taken out to the woodshed in recent weeks and..

Investment Managers Must Change their Stance on Facebook

By Graig Norden January 25, 2018

Rocky II is the most underrated film in the series. No disrespect to Rocky IV, which essentially..

The Signal and the Noise in Content Marketing

By Graig Norden January 17, 2018

In Nate Silver’s The Signal and the Noise, he discusses why political prognosticators are often..