Weekly Briefings

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

How Good Is Your Firm’s Investment Story?

By Guest Contributor April 4, 2018

Bruce Frumerman is founder and CEO of Frumerman & Nemeth Inc., a 30-year-old financial..

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..

What Will Become of the Fiduciary Rule?

By Peter Hans March 23, 2018

As the media and public continue to be mesmerized by drama at the White House and Facebook,..

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..

How Did Your Robo-Advisor Do During The Correction?

By Peter Hans March 13, 2018

After the last significant market downturn a decade ago, dozens of asset managers went out of..

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..

Amazon Wealth Management: It’s Just a Matter of When

By Peter Hans March 7, 2018

There has been a general intrigue about when Amazon.com will bring its patented disruptive..

Marketing To Sophisticated Investors: Defining The Marketplace

By Guest Contributor March 6, 2018

Bruce Frumerman is founder and CEO of Frumerman & Nemeth Inc., a 30-year-old financial..

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..