Sales and Marketing

President Jim Fitzpatrick plans to address changing approaches to distribution and data management, and place more focus on diversity and inclusion.

To grow, firms need to be as engaged in the marketing and sales side of their business as they are in the investment side.

From closed-end funds to Reg BI, here's what could be playing out this year.

As asset managers create younger wholesaling teams, they're also adapting models that leverage digitally savvy hybrid roles.

How today’s advanced analytics are key.

More wealth management professionals are using Twitter to network and push for change.

To stand out from the crowd, some issuers have embraced thematic strategies focused on niche investments that could become the next boom industry.

Adding to discomfort with the campaign, some women discovered that the firm was also using the ad as a way to generate sales leads, employees said.

The agency floats proposal to expand regulations to accommodate new online channels, allow for third-party ratings and testimonials.

One full-page advertisement, featuring seven female employees at Fisher Investments, is headlined: “You Heard Their Story. Now Hear Ours.”