Weekly Briefings

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

What can Investment Managers Learn from Tinder?

By Graig Norden May 25, 2018

For centuries, men and women met in bars or other local establishments within their communities...

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..

How Will Gen Z Invest? Not Like Their Millennial Cousins

By Peter Hans February 28, 2018

Commentators have been harping about the Millennials for a decade now.

Since this demographic..

How Asset Managers Have Become Publishers

By Peter Hans February 21, 2018

Digital marketing has been around since the dawn of the Internet, and two months ago I argued..

Volatility Means it's Time to be Proactive With Your Clients

By Graig Norden February 15, 2018

You might have heard...

Equity markets have been taken out to the woodshed in recent weeks and..

Investment Managers Must Change their Stance on Facebook

By Graig Norden January 25, 2018

Rocky II is the most underrated film in the series. No disrespect to Rocky IV, which essentially..

Avoiding Automatic Deletion: The Rise of Data-Based Prospecting

By Peter Hans January 23, 2018

Bull market or not, asset management sales professionals are up against perpetual headwinds...