Amid fierce competition for distributor shelf space and advisor attention, our?‘Asset Manager View’ session took a close look at the evolution of distribution teams in terms of allocation of headcount and where firms are placing their bets. Our expert panel tackled topics such as team-based selling, generalist/specialist approaches, the efficacy of hybrids, National Accounts coverage models, trends in compensation, and more! Moderator:? T. Neil Bathon, FUSE Research Network Panelists:? Kara Grehan, BNY Suzanne B Casey, Northern Trust Asset Management Brian J. Schappert, CAIA, American Century Investments https://bit.ly/4cVcOkF #MMIAnnualConference #InvestmentManagement #AssetManagement #WealthManagement
FUSE Research Network
金融服务
Needham，MA 1,899 位关注者
Helping our clients make better informed decisions more quickly to improve their competitive advantage.
关于我们
FUSE Research Network is a leading edge decision support firm that employs a highly refined market intelligence capability to deliver informed, decisive, and forward-looking guidance to firms in the asset management industry. While the industry is supported by dozens of strategic consultants and data providers, FUSE's positioning is firmly in the area of tactical execution.
- 网站
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https://www.fuse-research.com
FUSE Research Network的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Needham，MA
- 类型
- 合营企业
- 创立
- 2008
- 领域
- Market Intelligence、Research、Decision Support和Resource Optimization
地点
FUSE Research Network员工
动态
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Ready to score big? Find out the winning plays (and the fumbles) for asset manager sales leaders. Join T. Neil Bathon as he moderates The Asset Manager View: Structuring a Future-Ready Distribution Organization at tomorrow’s #MMIAnnualConference. The panel of Suzanne B Casey Co-Head Wealth Client Group, Northern Trust Asset Management, Kara Grehan, Head of Strategic Accounts, BNY Investments, and Brian J. Schappert, CAIA, SVP, Co-Head of U.S. Intermediary Distribution, American Century Investments will take a close look at the evolution of distribution teams in terms of allocation of headcount and where firms are placing their bets, and tackle such topics as team-based selling, generalist/specialist approaches, the efficacy of hybrids, National Accounts coverage models, trends in compensation, and more. Huddle up for this session and drive your sales strategy into the end zone!
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Please join us this Friday, October 18th at 11am ET for our webinar “A Roadmap to Enhancing Portfolio Construction Services" as FUSE's Michael Evans shares findings from our recently released Advisor Trends Monitor report. Register here:?https://lnkd.in/eGqyHRR6
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FUSE’s T. Neil Bathon reinforced the need for urgency in implementing tactics to improve productivity at last month’s Financial Times' FOAM conference during the Salesforce Optimization fireside chat with Touchstone’s Mary Mock and Brian Ponte from Ignites.
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A big thank you to our Strategic Relations panelists, Annie Brown and Julia Burr for sharing their expertise on building and maintaining successful platform relationships. We appreciate your time and the valuable insights you shared with the audience at the FUSE Forum! #investmentmanagement #nationalaccounts
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FUSE’s Craig Kilgallen underscores the importance of messaging when communicating sudden changes in leadership with Daniel Gil from Ignites.
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Thank you to Brian Maute, Mark Gessner, CIMA?, and Jason C. Xanthakis for sharing their experiences and candid insights regarding today’s complex distribution challenges at the 9th Annual FUSE Forum held Thursday in Boston.
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FUSE’s T. Neil Bathon discusses the senior credentials of the Head of T. Rowe Price’s soon-to-be-launched Investment Institute and the positive impact this new unit may have on financial advisor engagement with Sam Heller from Fundfire.
Int’l Equity Head to Lead New T. Rowe Investment Institute
fundfire.com
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Great insights at the FUSE Forum on using video to boost engagement with advisors. Big thanks to panelists Jim Cove and Armel Leslie for sharing their expertise on impactful marketing strategies. #investmentmanagement #video #marketing
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Thank you to our FUSE Forum Alternative Investments panelists Patrick Bathon, Stephanie Davis and Scott Schulenburg for sharing their “in the trenches” expertise and insightful perspectives on interval funds (and other evergreen structures) on how to navigate alternative product development and distribution in this growing area of the asset management business. #assetmanagement #alternatives
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