Press Resources

For press/media inquiries and to access asset management industry expertise.

RESEARCH TOPIC

CONTACT

EMAIL

Advisor Research

Michael Evans

Asset Management Benchmarking
(Sales, Marketing, National Accounts & Product)

Michael Evans

Marketing, Social Media Marketing, AI

Data Analytics

Mario Favetta

Loren Fox

SMAs, Direct Indexing

 

Pat Newcomb

Craig Kilgallen

Loren Fox

MF Directors & Fund Boards

Sam Campbell

Neil Bathon

Sales Analytics & Business Intelligence

Rick Ledbury

Strategic Developments & Industry Trends

Mergers and Acquisitions

Neil Bathon

Product (Funds, Models, ETFs)

Cindy Zarker

Loren Fox

Regulatory / Compliance / Fees

Sam Campbell

Retirement

Cindy Zarker

Sales Trends, Distribution Channels & Sales Management

Craig Kilgallen

Pat Newcomb