Marketing

Whether it’s AI managing regulations or nextgen tools acting as data scientists, executives say tech will change how asset managers work.

Building trust and credibility with financial advisors is key to stay competitive, as most work with 10 or more asset management firms.

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.