Insights

Using Total Fund Solution to Maximize Distribution Effectiveness

Brian Nelson, President and Managing Director at Harborside Group, and Joe Neuberger, Global Fund Services President at U.S. Bank Global Fund Services, were guests on a recent episode of Discovery Data’s The Data Possible Podcast. They discussed the... Continue reading

Sales and Marketing Lessons During the Pandemic

It’s been an eventful year, and no one could have predicted many of the events that took place—from the pandemic to the ups and downs of the equity market. Management decisions made when major, unexpected events happen are informative. For example,... Continue reading

The Power of Data

Distribution is becoming more restrictive and certainly more costly. Broker/dealer platforms are reducing the number of mutual fund offerings and the supermarkets have raised the requirements for inclusion on their platforms. Fees are now being... Continue reading

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