Posts

Investment Company Institute (ICI) Membership Meeting

Another ICI conference is in the books. This year, we had the pleasure of our colleague Miriam Sanchez (MARS Training and Client Education) joining Jill Santandreu (Director of Professional Services), Aaron Wong (MARS Product Manager), and me.   Miriam has tremendous experience with our Client Training and Education Programs as well as our Data Stewardship and […]

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 […]

Inside ETFs and NICSA Strategic Leadership Forum Conferences

“I thought MARS was just a CRM”  – this was what one of the attendees at the NICSA Strategic Leadership Forum said to me after we had a lengthy discussion of all of the products and services offered within the MARS suite.  He was pleasantly surprised to learn that MARS was much more than a […]

Launch of New Website

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