Financial Asset Management and Investment Management at EverydayTenacity.com

Asset Managers who are winning over advisors

Adam Verchinski — Mon, 13 May 2013 11:30:56 +0000

Once we know the top five factors that influence an advisor to place the majority of their clients’ investments, it comes down to who is winning the battle for advisors? Advisors feel a strong connection Research from Cerulli Quantitative Insights Q1 2013 indicated that advisors tend to build primary relationships over time ...

Top 5 reasons why advisors invest with an asset manager and who’s winning

Adam Verchinski — Fri, 10 May 2013 11:30:21 +0000

Advisors have many asset managers to choose from when deciding whom to establish a primary relationship. But what are the top five factors that influence an advisor to place the majority of their clients’ investments with an asset manager and who is winning the battle for advisors? Choosing to Invest with ...

A marked shift towards outcome-based investing

Adam Verchinski — Wed, 08 May 2013 21:35:56 +0000

Placing a greater emphasis on the client's top lifetime goals rather than than simply chasing returns is a meaningful way in which wealth managers and financial advisors can enhancing their proposition to end investors.

Holiday Wishes

Adam Verchinski — Sun, 23 Dec 2012 01:26:26 +0000

top 5 holiday wishes - May luck, prosperity, and happiness be yours throughout the holidays and new year. Asset management prosperity,

Weekly Twitter Updates for 2012-07-01

Adam Verchinski — Mon, 02 Jul 2012 00:16:00 +0000

Tasting notes on 2011 Donnhoff Riesling – #wine http://t.co/62gV3dpV # The importance of getting advisors to connect more with current and prospective investors online – Morgan Stanley's so… http://t.co/aatNtr9h # "Greatness is rare. So rare that when you come across it, it often feels like it's new" – Jim Collins #in # Wow ...

Only 4 asset classes show positive inflows

Adam Verchinski — Thu, 29 Mar 2012 02:19:30 +0000

According to a report on Q4 2011 asset flows by eVestment Alliance, most product categories suffered from outflows. So which 4 asset classes showed an increase in client investments and which investment managers are likely to benefit? Turning Positive: After suffering from outflows of $4.2B in Q3 2012, High Yield Bonds were ...

Weekly Twitter Updates for 2012-02-19

Adam Verchinski — Mon, 20 Feb 2012 01:16:00 +0000

You know valentine's day has become overly commercial when you can send a card from your dog # Simple navigation and visually engaging -> nice Investment Product Center by @AllianceBernstein http://t.co/pSeo7xGO # Powered by Twitter Tools

Actively prospecting for clients? Consider a new elite client segment

Adam Verchinski — Sat, 21 Jan 2012 00:41:12 +0000

Many advisors and wealth managers focus on the high net worth (‘HNW’) and ultra high net worth (‘UHNW’) segments of the markets when prospecting for clients. New research indicates that a unique and emerging niche segment is up for grabs in the United States. Introduction: In order to be successful as a ...

Largest Hedge Funds continue impressive growth trajectory

Adam Verchinski — Thu, 01 Dec 2011 03:56:21 +0000

While hedge fund assets have been slowly recovering, the industry remains down nearly 20% from its market peak in July 2008. For hedge fund firms managing assets of $1 billion or more, they have been able to skip this slow recovery and continue to growth their asset base. Introduction: New research from ...

The state of the financial services industry, courtesy of Tiburon CEO Summit XXI

Adam Verchinski — Fri, 11 Nov 2011 03:03:44 +0000

The Tiburon CEO Summit XXI was held in October 2011 and provided the opportunity to hear about the top fundamentally important trends effecting the financial services industry. These insightful comments are quite useful as they are based on experience of Tiburon Strategic Advisors whose focus is on strategy consulting and ...