Weekly Briefings

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

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..

Four Pressures Facing Asset Managers in 2018

By Graig Norden January 3, 2018

Welcome to 2018!The S&P 500 Index popped 21.8% in 2017, only to be outdone by the tech-heavy..

4 Things Financial Firms Should do to Secure their Website

By Graig Norden December 14, 2017

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

Highland Wins STAR Award By Leveraging Artificial Intelligence

By Graig Norden November 28, 2017

The Mutual Funds Educational Alliance (MFEA) STAR Awards program “was designed to honor the fund..