Data Insights

I had the distinct privilege to participate on a panel at the recent 4th Annual Mutual Fund & ETF Distribution Summit in Boston on April 26th.  The topic of our panel was Effective Wholesaling Methods.  The panel had a good mix of representatives from research, asset management, and vendor solution firms. Reliability on data is […]

The Benefits of Attending Client Off Site Meetings

One of the most rewarding aspects of my job is being able to interact directly with the end users of our MARS products and services.  Over the past few months, I have had the opportunity to attend three clients’ annual sales meetings to review our current products and services and get invaluable feedback from the […]