Weekly Briefings

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

Graig Norden

Yes, We’re All Millennials Now

By Graig Norden January 9, 2018

I'd like to propose a New Year's resolution for those in financial services.

Let's leave behind..

Four Pressures Facing Asset Managers in 2018

By Graig Norden January 3, 2018

Welcome to 2018!The S&P 500 Index popped 21.8% in 2017, only to be outdone by the tech-heavy..

4 Things Financial Firms Should do to Secure their Website

By Graig Norden December 14, 2017

There have been a number of online data breaches in recent years, rightfully sending a chill..

Two Ways Financial Marketers can use AI & Machine Learning

By Graig Norden December 6, 2017
“[Artificial intelligence and machine learning], so hot right now.”
-Jacobim Mugatu, Zoolander

Highland Wins STAR Award By Leveraging Artificial Intelligence

By Graig Norden November 28, 2017

The Mutual Funds Educational Alliance (MFEA) STAR Awards program “was designed to honor the fund..

Two Ways Amazon is Impacting Investment Management

By Graig Norden November 15, 2017

Aside from frivolous tweets from a certain someone, you would be hard-pressed to find negative..

Trickle Up Innovation

By Graig Norden November 7, 2017

Innovation is often introduced at industrial levels before trickling down to consumers. You may..

What Does A Data Driven Product Campaign Look Like?

By Graig Norden November 3, 2017

On Friday, October 13, Harvest CMO Bob Dryzgula hosted a webinar on the topic of data-driven..

Algorithms, Fight Club, & Breakthrough Change

By Graig Norden October 26, 2017

Bloomberg recently published an article about how algorithms and artificial intelligence will..