Weekly Briefings

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

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..

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..

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..

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...

The Signal and the Noise in Content Marketing

By Graig Norden January 17, 2018

In Nate Silver’s The Signal and the Noise, he discusses why political prognosticators are often..

Harvest 2017 Year-in-Review

By Peter Hans January 11, 2018

Dear Harvest community,

Yes, We’re All Millennials Now

By Graig Norden January 9, 2018

I'd like to propose a New Year's resolution for those in financial services.

Let's leave behind..

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..