WASHINGTON - John Casey, a 39-year veteran of the investment management business, has some frank advice for asset managers struggling to get on the platforms of major broker/dealers.

"Being obnoxious is one step, and being aggressive is another," said Casey, chairman of Casey, Quirk & Associates, an investment management consultant in New York.

Subscribe Now

Access to premium content including in-depth coverage of mutual funds, hedge funds, 401(K)s, 529 plans, and more.

3-Week Free Trial

Insight and analysis into the management, marketing, operations and technology of the asset management industry.