Weekly Briefings

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

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..

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..

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..

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..