November 07, 2018

Asset Management Advisor Best Practices for Investor Education

A recent report from Corporate Insight addressed educational materials that asset management advisors can provide to their clients, analyzing resources from 16 industry-leading firms. The report assesses education content’s findability, presentation, variety of topics and depth of information. Three firms stand out for their offerings, content and accessibility:   Franklin Templeton houses a comprehensive selection […]

October 16, 2018

IMEA Marketing Summit Takeaways

Corporate Insight recently attended the IMEA Marketing Summit at the Hyatt Regency in downtown Chicago. IMEA (formerly MFEA) hosts several themed conferences throughout the year, such as sales, distribution and leadership, with this iteration focusing on marketing. For the one-day event, industry leaders and key decision makers gathered to offer their takes on the latest […]

August 01, 2018

Columbia Threadneedle Enhances Advisor Experience with Streamlined Fund Visualizations

Columbia Threadneedle redesigned its advisor-facing fund profiles with a focus on improved usability, enhanced visuals and better promotion of the fund’s value proposition. Each fund profile features an anchored navigation menu at the top of page, more in line with industry standards. Fund filtering options are now asset-class-based rather than just alphabetical, and added visuals […]