March 31, 2020
As we head into the second quarter of 2020, we have seen an increase in market volatility, primarily fueled by the emergence of the coronavirus, leaving the investing world uncertain about the markets and global economy. Markets have seen their biggest drops since 2008, and managers have lost a significant amount of money. This has especially affected boutique managers. Because market volatility and uncertainty may continue for some time, active managers with a proper strategy will be well-positioned to retain clients and have a better opportunity to capture more assets when the market recovers. (Requires an account, or click here to access the PDF – article on page 11.)
January 22, 2020
Quarter-end production drives investment management marketers insane in the membrane. So many factors are involved in producing and distributing fund literature, and it can be maddening. So, what can marketers do to restore sanity and beat competitors? The first step is developing a martech strategy. As Klaus Schwab once said, “In the new world, it is not the big fish which eats the small fish, it’s the fast fish which eats the slow fish.”
December 16, 2019
As asset managers continue to do more with less, substantial changes are taking place when it comes to selling mutual funds. What’s in store for the future of wholesaling?
Many asset managers are in the process of reducing their overall number of wholesalers and changing their roles and compensation structures. They’re also changing their sales strategies to emphasize national accounts and digital sales technologies. By taking these measures, firms are looking to cut costs and be more efficient with fewer salespeople in the field. So, what is driving these drastic changes?
October 24, 2019
Salespeople like doing things their way and can be resistant to change, especially when it comes to implementing new sales technologies. Director of Client Solutions at Synthesis, Katie Martz, discusses five strategies for improving adoption.