By David Ball, Julia Labaton | September 15, 2021 In this piece, principals from MSR’s PR agency partner network, Public Relations Boutiques International, discuss the advantages of working with boutique PR firms in today’s competitive environment. True to the advantages they cite, boutique PR firms like MSR Communications offer the direct engagement, industry sector expertise, relationships, and results… View Article
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By John Hackston | September 8, 2021 How would you answer this: “My manager ensures that I feel heard and understood” Agree, disagree or undecided? Here’s another question: “My manager shows an awareness of their personal blind spots or biases”. Agree, disagree or undecided? According to recent research by The Myers-Briggs Company, the good news is that… View Article
By Michelle Baran | August 6, 2021 Should you stay or should you go? Travelers now have to navigate making trip decisions in the era of Delta. It was the quote heard around the country: “The war has changed.” That was how the CDC described the current threat posed—including to vaccinated individuals—by the now-dominant Delta… View Article
By Michelle Baran | August 6, 2021 Should you change or cancel upcoming trips? How can travelers best protect themselves? Infectious disease and travel industry experts weigh in. It was the quote heard around the country: “The war has changed.” That was how the CDC described the current threat posed—including to vaccinated individuals—by the now-dominant Delta variant… View Article
By Kaycee Lai | August 10, 2021 It’s cutting-edge now, but soon a data fabric will be an essential tool. Here’s how it will transform data architecture and create a new competitive advantage. If you’re up on the latest trends, you’ve probably heard about something called a “data fabric.” But for most people, this probably sounds about as… View Article
By Ryan W. Neal | August 2, 2021 Like the baseball teams acquiring star players to push for the World Series, AssetMark revealed plans last week to build on an impressive earnings quarter by continuing to be an active acquirer of financial advisor technology. AssetMark, which provides outsourced investment services and technology to independent broker-dealers and registered investment advisors,… View Article
By Ian Wenik | July 29, 2021 The turnkey asset management program provider is reaping the benefits as advisors move away from commission-based relationships. Fee-conscious advisors, historically a drag on AssetMark’s performance, proved to be a benefit in the second quarter of 2021. The turnkey asset management program provider recorded record net inflows of roughly $2.2bn in… View Article
By Nicole Casperson | July 29, 2021 AssetMark Financial Holdings, Inc. reported a 33.8% increase in assets under management following the platform’s recent pivot to offer products to a wider breadth of registered investment advisers. As part of AssetMark’s second-quarter earnings Wednesday evening, the turnkey asset management platform reported its AUM clocked in at $84.6 billion while 5,500 new… View Article
By Joe Innace | July 26, 2o21 In 2020, assets managed by SEC-registered investment advisory (RIAs) firms increased by 13.2% to $110 trillion, while the number of advisors grew by 2.9% to 13,880, according to the July-published “Investment Adviser Industry Snapshot 2021” from the Investment Adviser Association and National Regulatory Services. The report notes that over… View Article
By ERNIE SMITH | July 27, 2021 After more than a year of virtual meetings, it’s going to be a little tough for people to readjust to in-person events—even those who identify as extroverts. Read on for some planning tips that can make the transition easier. The in-person meeting has traditionally been seen as the realm of… View Article