Weekly Briefings

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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..

Marketing To Sophisticated Investors: Defining The Marketplace

By Guest Contributor March 6, 2018

Bruce Frumerman is founder and CEO of Frumerman & Nemeth Inc., a 30-year-old financial..

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..

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..

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,..

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..

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..