Weekly Briefings

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

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..

Asset Management Digital Marketing in “Batting Practice” Mode

By Peter Hans December 21, 2017

Financial commentators often use a baseball analogy of “What inning are we in?” to describe a..

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

Trickle Up Innovation

By Graig Norden November 7, 2017

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