Harvest Exchange

31 Added | 1 Magazine | 4 Followers | @HarvestExchange | Financial Thought Leadership

Getting Heard: Best Practices for Asset Managers

The Financial Times ran a customarily insightful article this week titled, “Fintech in the US is stymied by old-fashioned regulators,” which …

Thought Leadership

Apple's Dialogue on Personal Data isn't Schadenfreude, It's Necessary

If you updated the operating system on your iPhone recently, you probably noticed that the first screen to appear after the phone reset was Apple’s …

Personal Data

Harvest Q1 2018 Review - What a Quarter

<i>(See last quarter’s Letter from the CEO</i> <i>here</i><i>)</i>Dear Harvest community,It’s April, and that means 3 things:• Baseball is in full swing <br>• It is, of course, …

Thought Leadership

Chestnut Advisory Group Features Harvest in New Paper

For the last five years, Harvest has been on the front lines of a transformation in investor marketing: telling a manager’s story continues to morph …

Investing

How Good Is Your Firm’s Investment Story?

<i>Bruce Frumerman is founder and CEO of Frumerman & Nemeth Inc., a 30-year-old financial communications and sales marketing consultancy whose work has</i> …

Venture Capital

The Role of the Investment Analyst When Competing with Amazon

It’s been en vogue lately to write about Amazon Asset Management. We ourselves have covered the topic in this space. But this type of speculation …

Asset Management

New Paper from Chestnut Advisory Group Featuring Harvest Exchange

For the last five years, Harvest has been on the front lines of a transformation in investor marketing: telling an investment manager’s story …

Analog

What Will Become of the Fiduciary Rule?

As the media and public continue to be mesmerized by drama at the White House and Facebook, those in Harvest’s community had a news shocker of our …

U.S. Dept. of Labor

Editor’s Picks: Insights from PIMCO, BlackRock, KKR, and more

In the words of Colin Jost, SNL’s Weekend Update co-anchor, “<i>it’s been a busy year in the last month.</i>” Steel and aluminum tariffs, Gary Cohn’s …

Colin Jost

How Did Your Robo-Advisor Do During The Correction?

After the last significant market downturn a decade ago, dozens of asset managers went out of business. For firms that were able to sidestep the …

Practice Management: Live Chat Tool

Harvest recently began utilizing HubSpot’s live chat tool on our website to support our business development efforts with asset managers, hedge …

Amazon Wealth Management: It’s Just a Matter of When

There has been a general intrigue about when Amazon.com will bring its patented disruptive powers to the financial services industry. That day seems …

Marketing To Sophisticated Investors: Defining The Marketplace

<i>Bruce Frumerman is founder and CEO of Frumerman & Nemeth Inc., a 30-year-old financial communications and sales marketing consultancy whose work has</i> …

Facebook is Prioritizing Social Interactions. What About Twitter?

Last month, I suggested that investment managers revise their stance on Facebook in light of changes proposed by Mark Zuckerberg to reduce the …

How Will Gen Z Invest? Not Like Their Millennial Cousins

Commentators have been harping about the Millennials for a decade now.Since this demographic bulge of Baby Boomer offspring emerged into adulthood in …

OverStock's FinanceHub Is a Preview of Competing with Amazon

“<i>Everything becomes symbol and irony when you've been betrayed”</i> <br>― Jay McInerney, Bright Lights, Big CityYou have witnessed the way Amazon continues …

How Asset Managers Have Become Publishers

Digital marketing has been around since the dawn of the Internet, and two months ago I argued that asset managers were still in “batting practice” …

Volatility Means it's Time to be Proactive With Your Clients

You might have heard...Equity markets have been taken out to the woodshed in recent weeks and bond markets are spooked about the potential for …

Content Investors Sought Out During Market Volatility

At Harvest, we are fortunate to have real-time insight into what investment content is trending at any given time, and now is as interesting a period …

What is Keeping Financial Advisors Up at Night? A 2018 Outlook

Last month, I recapped our growth in 2017, which we followed with a press release detailing what topics and trends our readers were interested in …

I Have Been Lying to Clients for Years

Hi. My name is JD...and have been lying to clients for years. These are my colleagues and they are liars, too. They are just too ashamed to admit it. …

Have We Reached Peak Blockchain? Hardly

Back in 2006 – seemingly a century ago in financial services years – NYU economist Nouriel Roubini gave a speech to his fellow economists at the …

Investment Managers Must Change their Stance on Facebook

Rocky II is the most underrated film in the series. No disrespect to Rocky IV, which essentially ended the Cold War, but the plot in II is simply …

Avoiding Automatic Deletion: The Rise of Data-Based Prospecting

Bull market or not, asset management sales professionals are up against perpetual headwinds. Investors have endless options from which to choose, …

The Signal and the Noise in Content Marketing

In Nate Silver’s <i>The Signal and the Noise</i>, he discusses why political prognosticators are often flagrantly incorrect. Predicting wild outcomes are …

Harvest 2017 Year-in-Review

Dear Harvest community,

Yes, We’re All Millennials Now

I'd like to propose a New Year's resolution for those in financial services.Let's leave behind the lazy narrative that only millennials use apps or …

Four Pressures Facing Asset Managers in 2018

Welcome to 2018!<br>The S&P 500 Index popped 21.8% in 2017, only to be outdone by the tech-heavy NASDAQ Index, which earned 28.2%. Low employment, …

Asset Management Digital Marketing in “Batting Practice” Mode

Financial commentators often use a baseball analogy of “What inning are we in?” to describe a point in a cycle.Stocks and corporate credit are in the …

4 Things Financial Firms Should do to Secure their Website

There have been a number of online data breaches in recent years, rightfully sending a chill down the spine of anyone who has ever used their credit …