Entries by Matthew Franey

Determining the Right Amount of Tech for Asset Managers

by Matthew Franey I recently sat down with our friend and partner Bill Hortz, Founder and Dean of the Institute for Innovation Development, to address several critical questions relating to the application of technology to distribution efforts.   Please see below for links to the full article on your favorite website and thanks for reading!  -Matt […]

Mother Merrill Capitulates: Good News for Fund Distributors?

by Matthew Franey As distribution organizations in the asset management industry are all too aware, navigating blind-spots in sales data can be a tricky proposition.  “Know your customer” remains a fundamental tenant of any effective marketer regardless of the product or service being offered, and achieving this level of understanding depends almost entirely upon accurate, […]