STAR Awards Entry Deadline June 15
Enter your firm’s outstanding marketing, digital and communications efforts by June 15 for a chance to take home a STAR. Awards are presented for Retail, Advisor and Retirement efforts. Visit the STAR Awards website to learn more and register for this year’s NEW All Digital Entry Process.
Rep Scoring: Running from 0 to 100
Learn how Eaton Vance created scores their teams can use to create actionable data including reporting, CRM and mobile integration at the Digital Council June 3-4 in Atlanta. Register Now
Data Driven Marketing Key Topic at Digital Council
Data sourcing and integration, new delivery models, advances in analytics and the colliding worlds of marketing and advertising technology—what does it all really mean? Marketing Technology expert David Raab will help attendees of the Digital Council event learn how to take advantage of these new possibilities without being overwhelmed by the choices. Register Now
Marketing Council To Hold First Roundtable Event
Leading marketing executives from fund companies across the country will gather in Atlanta June 3 for this exclusive, member-only Roundtable. Register today for the fund industry’s only forum focusing exclusively on fund marketing, branding and communications. Register Now
Fund Leaders Discuss Distribution & Product Dynamics
The Distribution and Product Councils met at TIAA-CREF April 28-29 for candid conversations on the evolving expectations these two practices areas have of one another as client expectations become more demanding. View presentations from Casey Quirk, Principal Funds and Milliman.