Weekly Briefings

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

Why Email Blasts Are Dead and Marketing Automation is Thriving

By Guest Contributor April 26, 2018

As the financial services world continues its slow crawl into the digital age, boutique asset..

Getting Heard: Best Practices for Asset Managers

By Graig Norden April 20, 2018

The Financial Times ran a customarily insightful article a few weeks back titled, “Fintech in..

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..

Harvest Q1 2018 Review - What a Quarter

By Jeff Dorman April 11, 2018

(See last quarter’s Letter from the CEO here)

Dear Harvest community,

Chestnut Advisory Group Features Harvest in New Paper

By Peter Hans April 5, 2018

For the last five years, Harvest has been on the front lines of a transformation in investor..

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..