Weekly Briefings

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

4 Things Financial Firms Should do to Secure their Website

By Graig Norden May 18, 2018

There have been a number of online data breaches in recent years, rightfully sending a chill..

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..

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..

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..

Practice Management: Live Chat Tool

By Graig Norden March 8, 2018

Harvest recently began utilizing HubSpot’s live chat tool on our website to support our business..

Facebook is Prioritizing Social Interactions. What About Twitter?

By Graig Norden March 1, 2018

Last month, I suggested that investment managers revise their stance on Facebook in light of..

OverStock's FinanceHub Is a Preview of Competing with Amazon

By Graig Norden February 22, 2018

Everything becomes symbol and irony when you've been betrayed” ― Jay McInerney, Bright Lights,..

I Have Been Lying to Clients for Years

By Guest Contributor February 1, 2018

Hi. My name is JD...and have been lying to clients for years. These are my colleagues and they..