Insight assets.
Thoughts on fund marketing, investor psychology, and growing AUM.
Beware the stories in our heads
Marketing is all about stories. But the most dangerous stories are the ones we tell ourselves.
Investing is the least engaging major activity in your clients’ lives
Comparing investor interest to expenses like cars and vacations reveals a stark reality.
You is Kind, You is smart, You is High Net Worth
The coming intergenerational wealth transfer is a $30 trillion opportunity for those who prepare.
The Problem with Fee-for-Service Investment Advisors
Demonizing commission advisors can reduce access to guidance, leading many to DIY investing and worse outcomes.
Three myths of engagement
Most corporate social posts land still-born. Harvard Business Review scratches the surface of some interesting questions.
Gender Investing
Women-run hedge funds beat the average last quarter by a wide margin. An opportunity the industry keeps ignoring.
BMO's 'new retirement' got old
BMO dropped the "new retirement" concept. That opens up a marketing opportunity for a smaller organization.