Weekly Briefings

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

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..

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..

How Non-Conformists will Move Investment Management

By Graig Norden September 27, 2017

It’s that time of the year when we must begin thinking about our goals for 2018(!). Investment..