Nov 06, 2013
Although investor concerns over rising interest rates and negative headlines in the municipal market contributed to mostly negative net flows and relatively poor returns for most fixed income categories, a buoyant U.S.
Oct 17, 2013
Oppenheimer, Putnam and Royce Funds, Vanguard and Allianz Global Investors’ websites rank highest for supporting digital engagement with advisors in new kasina study. Vanguard, iShares and Charles Schwab top the list for ETF providers.
Aug 29, 2013
Two financial trends were unmistakable over first half of 2013 for asset management firms: asset managers continued to benefit from margin improvement although the factors behind the increases have changed slightly; and the gap between the wirehouse...
Dec 11, 2012
Product Strategy Compass delivers analysis and actionable insights that executives need to adapt their product strategies for maximum competitive advantage and business impact.
Sep 18, 2012
Putnam nabs the top spot while Blackrock and Fidelity stay in the top three. Leading firms are starting to integrate personalization, rich media and social tactics to make it easy for advisors to do business.
Jun 14, 2012
First in a new series of executive level briefs spotlights growth opportunities unfolding in non-traditional asset classes. The abilities to innovate and commit to new approaches are critical for firms looking to take advantage of these opportunities
May 16, 2012
Joseph Dolan joins kasina’s team as Director of Sales, Principal
May 16, 2012
iShares, Vanguard and Putnam earn the highest rankings. Leaders take unique approaches to reach advisors using social media, providing valuable content, listening and facilitating two-way conversations.
Feb 01, 2012
Larry Petrone - a professional with over 15 years of experience in financial services - joins kasina's team as Head of Research.
Jan 30, 2012
New research shows that the vast majority of asset managers and insurers are still in the early stages of marketing maturity.