introductionMeeting InstitutionalInvestors'Needs OnlineInstitutional asset management is a highly complex, high-touch space. Stated bluntly, institutional investors demand a great deal from their asse...
introductionTop 10 Intermediary Web Sites:Supporting theAdvisor Sales CycleTo help asset management firms better meet advisors' needs, kasina publishes an annual examination of US intermediary Web sit...
introductionBuilding Next Generation Sales Tools: Sales IntranetsIn an increasingly competitive market, firms need to make sure that their Sales teams are well informed and well-equipped to execute sa...
introductionTrends in Wholesaler CompensationCompensation drives behavior. In the mid- to late-1990s, new money flowed into mutual fund products faster than it had ever before. Since that time, howeve...
introductionThe Future of WholesalingAmidst a sea of changing distribution strategies, external wholesalers remain on the front lines, translating strategy into actionWith firms operating in an intens...
introductionStrategies for Capturing the Boomer OpportunityThe Baby Boomers are coming. And they will change retirement.In 2006, the first members of the Baby Boom generation will have their 60th birt...
introductionThe Secret Value of Personalization: RetentionAsset management firms should provide significantly higher levels of personalization on their Web sites in order to increase:Customer satisfac...
introductionBeyond Key Accounts:A Smarter Way to Work withDistribution PartnersIntroductionEvery asset management and insurance company relies on its distribution network for success. Firms are consta...
NEW KASINA WHITEPAPER ADDRESSES MYSTERY OF WHOLESALER PRODUCTIVITY87 percent of sales managers surveyed don't know what percentage of the firm's assets come from advisors contacted by wholesalers. ...
WHEN IT COMES TO THE WEB, ADVISORS SAY ONE THING, DO ANOTHER, SAYS KASINA REPORT ON "THE SECRET LIFE OF ADVISORSStudy explores what works and what doesn't; 79% of advisors say Web matters in doin...
