Building Deeper Advisory Relationships with Data

Building Deeper Advisory Relationships with Data

If you’re looking to form stronger advisory relationships, try turning your existing client data into a winning asset. According to a report from Broadridge, asset managers should integrate data and analytics into their marketing strategies in an effort to acquire talent, forge deeper relationships, and encourage retention.  Tim Kresl, Principal, Broadridge Financial Solutions, Inc., told…

Industry Leaders Tackle Data, Product Development, and Talent Management

Industry Leaders Tackle Data, Product Development, and Talent Management

Leaders from the asset management industry provided their take on key industry trends and how they will play out during 2019 during a recent #WebinarWednesday event on the topic. Jim Fitzpatrick, President of NICSA, moderated the esteemed panel, which also included experts from Columbia Threadneedle, Morgan Stanley, and Oppenheimer Funds. “Our goal is to provide you…

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