Customer relationship management platforms have shifted far beyond being what was once viewed as a digital Rolodex....
Doug Christensen
The Return to Corporate Access
It’s back, but may not look like it used to: from fully tech-enabled to hybrid to in-person – or regional to...
What’s Trending? The Value of Client Engagement
“Please like and subscribe and leave a comment below.” This call to action will be a familiar refrain to anyone who...
Mind Share Drives Market Share
Nothing is worse than spending time on a client that values your input, wants to discuss your research and attends...
Markets Media: 2020 Outlook: Doug Christensen, Tier1 Financial Solutions
A Q&A with Markets Media on the key themes for Tier1 in 2020, the trends that are occurring, and solving for our...
Unintended Consequences: The Big Are Getting Bigger
As regulations ramp up, so does the barrier for entry that stands in front of small and midsized asset managers. Many...
Unintended Consequences: Shrinking Sell-Side Research
As part of the domino effect spawned from MiFID II, sell side research is losing customers and, as a result, reducing...
Unintended Consequences: Conflicting Regulations, SEC and MiFID II Requirements
The recent response from the U.S. Securities and Exchange Commission (SEC) regarding MiFID II requirements has put the...
Going Direct: The Evolution of Buy Side Corporate Access Practices
Corporate access used to be a three-way deal. Maybe it was an epiphany, or, more likely, it had something to do with...