Winning new assets should be a core discipline for both wealth and asset managers, even if market gains are boosting their AUM without the hassles of marketing, advertising, or sales.
How can fund managers and wealth managers expand investor acquisition through digital marketing when they no longer have access to data from cookies?
Capital raises that are open to the public allow for access to new avenues of wealth-building.
In 2020, the global real estate market had a value of more than $326 trillion, which is more than the value of all the stocks and bonds in the world.
Direct indexing looks a lot like separately managed accounts, and SMAs may provide more control and flexibility for investors.
Longer lifespans increase the chance that your clients will outlive their money or have to drastically downgrade their lifestyle.
