Zoom is both a blessing and a curse. When the pandemic hit, Zoom and other video conferencing providers, saved the day.

For asset managers social media may seem to be more trouble than it’s worth.

We live in a digital society that is now even more so thanks to the pandemic.

It can feel impossible to keep up with the financial news – from television to print to online to podcasts – news sources are churning out information at rapid rates on the constantly changing market.

Unless they’re living under a rock, most investors have heard about ETFs.

Everyone loves their sales team-when they close the deal. The job of the salesperson is to get out there, call on, meet with advisors and make the sale. But, are they feeling the love from the home office? Are you giving them the support they need?

Every year the Gates Foundation letter, from Bill and Melinda Gates, is well received across the globe.

During 2020, what some call “the year we stayed home,” social media use grew considerably.

More and more individuals and companies are turning to social media to communicate with their target audience. In fact, if you’re not using social media, you might get left in the dust!

Blensley Point-du-Jour, Vice President, Marketing Services at Discovery Data, shared his insights and discussed best practices on how to effectively reach advisors in these virtual times at SunStar’s recent conference, Strategies to Engage Advisors & Attract Assets.

Even though many are still working from home, portfolio managers are busier than ever. Has your firm suggested you participate in media training? Are you thinking it's a waste of time?