Dec 8, 2017 | Asset Management, Financial Advisor Marketing
With Millennials set to inherit an estimated $40 trillion from aging Baby Boomers over the next several decades, it’s no surprise that asset management firms have spent a tremendous amount of energy trying to figure out how to crack the Millennial code. While most of...
Dec 5, 2017 | Asset Management, Financial Advisor Marketing
The disruptive forces that are reshaping the asset management industry—robo advisors, fee compression, consolidation, regulatory change, just to name a few—are well known. What’s not as clear, however, is how asset managers need to adapt their marketing communications...
Dec 1, 2017 | Asset Management, Financial Advisor Marketing
Women are living longer than men, graduating with professional degrees at a faster rate than men, and representing an increasing percentage of senior executives and entrepreneurs. As a result, women’s influence as investors and consumers of financial services is...
Nov 27, 2017 | Asset Management, Financial Advisor Marketing, Investment Banking
Asset management has always been one of the most conservative industries in terms of its approach to marketing communications. Obviously, much of this lack of risk-taking stems from compliance restrictions. But this conservatism is more pervasive than being limited in...
Nov 18, 2017 | Asset Management, Financial Advisor Marketing, Investment Banking, White Papers
With fundraising by private equity funds hovering near all-time highs for the past several years, many institutional investors have been asking whether there is a bubble in private equity as an asset class. University of Chicago Booth School of Business Professor...
Nov 14, 2017 | Asset Management, Financial Advisor Marketing, Investment Banking
“There’s only one way to eat an elephant—one bite at a time.” This is one of the many great lessons that my dad has taught me. It’s helped me overcome feeling overwhelmed at the beginning of many large projects, and it’s been especially helpful throughout my career as...
