Weekly Briefings

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

Peter Hans

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..

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,..

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..

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..

Content Investors Sought Out During Market Volatility

By Peter Hans February 13, 2018

At Harvest, we are fortunate to have real-time insight into what investment content is trending..

What is Keeping Financial Advisors Up at Night? A 2018 Outlook

By Peter Hans February 6, 2018

Last month, I recapped our growth in 2017, which we followed with a press release detailing what..

Have We Reached Peak Blockchain? Hardly

By Peter Hans January 30, 2018

Back in 2006 – seemingly a century ago in financial services years – NYU economist Nouriel..