
What Exactly is Turnkey and How Do You Select the Right Partner?
When considering partnering with a TAMP for your practice or replacing your current outdated or unresponsive TAMP, you will find
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When considering partnering with a TAMP for your practice or replacing your current outdated or unresponsive TAMP, you will find
According to “Pensions & Investments,” demand for outsourced chief investment officer (OCIO) services by institutional investors has surged by 86%
Every independent advisor confronts the need to add additional staff at some point in their career. The demands to effectively
A number of powerful undeniable factors continue to drive financial advisor demand for a truly independent, modern and flexible investment
In an earlier post, we discussed the growing interest in fractional shares, especially among investors interested in diversified portfolios with
Like many independent advisors, Kevin Stinson knew that selecting the right TAMP for his practice was one of the most
John Zanner was one step away from freedom. John dreamed of running his own practice. He would be free to
In-House vs. Outsourcing of Portfolio Management: When it comes to managing your clients’ portfolios, you can: Hire an in-house professional.
Over the past year, the world as we know it has changed in many ways. This has led to a
Sometimes it seems that service is a lost art in today’s world. According to a recent survey by Microsoft, 90%
Technology is the soul of fintech. Thus, digital marketing is natural for financial technology firms. Your clients look to you for solutions. They discover you online. You need to show–digitally–how your tech, data, and services help them achieve their goals.
At GK3, we understand how to communicate the cutting-edge value of tech-based investment businesses, from TAMPs and data providers to online research platforms and fintech firms. We’re at the vanguard of applying sales and marketing technology. Financial technology innovators partner with GK3 to take their growth to the next level.
More than ever, private clients need the help of financial advisors to preserve and enhance their wealth, achieve their goals, and provide peace of mind for their families. The increasing complexity of investing and taxes means investors are searching for answers and advisors online. Can they find you there?
Digital marketing is transforming how advisors acquire new business. A new generation of tech-savvy investors builds relationships digitally, not just through referrals or a handshake. At GK3, we create digital business development programs for wealth managers across the country. We help you grow your business while you stay focused on what you do best: serving your clients.
Is your mutual fund or ETF ready for the future? Independent, boutique, and specialized mutual funds and ETFs must differentiate themselves from “mega” fund complexes and the crowd to survive and thrive. To win flows, top mutual fund and ETF sponsors must clearly articulate their value and harness the latest digital marketing strategies.
At GK3, we partner with fund sponsors seeking to raise and retain assets more effectively with digital distribution.
Alternative investments are on the cusp of record growth. As an alternative asset manager, are you ready to capture AUM on par with your unique investment proposition and alpha?
At GK3, we’re at the leading edge of change in the alternative investment industry. Our deep experience ranges from private equity and hedge funds to liquid alts and niche strategies. As tech and democratization broaden the universe of alternative investors, digital marketing is critical. GK3 can transform digital marketing for alternative investment managers of all types.
Raising capital for real estate funds requires specialized expertise. At GK3, we’re experienced at marketing across the entire spectrum of real estate products, from registered and private funds to tax-advantaged strategies like 1031 exchanges, DSTs, and QOZs. We are also experienced across distribution channels from retail and institutional to online.
At GK3, we work with real estate sponsors to create digital marketing programs encompassing content, lead generation, and sales enablement to attract and retain investors.
Every asset manager faces stiff competition for flows or performance. To thrive, asset managers need to embrace digital marketing to reach investors where they are—online.
GK3 works with asset managers to hone their message and implement effective digital marketing programs. We deploy investment and compliance expertise to help you generate new leads, strengthen investor relationships, and drive AUM.