Client Round Table Conference Call – April 30th, 2020
Please join us for our upcoming client round table conference call! On Thursday April 30, 2020 12 PM EST / 9 AM PST We’ll be discussing industry topics such as: Advisor Team / Buying Units Aggregating sales and assets for all members of Buying Unit Increasing sales and marketing targeting effectiveness by identifying buying […]
Data Insights
I had the distinct privilege to participate on a panel at the recent 4th Annual Mutual Fund & ETF Distribution Summit in Boston on April 26th. The topic of our panel was Effective Wholesaling Methods. The panel had a good mix of representatives from research, asset management, and vendor solution firms. Reliability on data is […]