Think Outside the Box: 4 Strategies for Boosting Distribution Market Share

This article is a summary of a session from the Financial Research Associates 12th Annual UMA and Managed Accounts Summit. The speaker was the Head of Retail Business Development for a mid-Western mutual fund distributor*. The firm has over $20 billion in AUM and they are completely sub-advised. Four Key Strategies There are four key […]

Finding the Keys into Sponsor Platforms (2/2)

This is a summary of a session from the Money Management Institute's 2012 Fall Solution Conference. This is part two of a two-part series.  You can read part one here. Moderator:  Bill Broderick, Principal, Investment Advisory, Edward Jones. Panelists: Steve Raimer, Partner, Director of Due Diligence, Lord Abbett & Co. Jeff Holland, Executive VP, Head of Capital Markets, Cole Real […]