The annual planning season will soon be upon us but as Mike Tyson put it, “everyone has a plan until they get punched in the mouth.” Will you set yourself up to respond to the punches more effectively than your competitors? A behavior-driven distribution strategy is a cost-effective way to achieve this in a volatile environment: exploit causal relationships between client behaviors across segments, markets, and competitors.

Geographic location influences behavior, so asset managers are now comparing regional differences in client behavior. Read on for previously unavailable business intelligence.

We are thrilled to announce that our Nurturing the Future project has hit its latest milestone – 1,500 trees planted! And we wanted to take this opportunity to give you a round-up of its achievements and next milestone.