Cybersecurity can be intimidating…but it doesn’t have to be
June 25, 2019
As a follow-up to one of our hottest and most talked about discussions at the 2018 Ultimus Client Summit, Shawn Waldman shares more insightful knowledge and tips regarding cybersecurity. Over the years, cybersecurity has become more and more complex because the threats have also heightened in complexity. Years ago, just installing anti- virus on computers […]
5 steps to effective branding and marketing for smaller asset managers
June 19, 2019
At the May 2018 Ultimus Client Summit, Paul Leibowitz of Leibowitz Branding & Design presented on the topic of “Developing Your Story for PR and Marketing Momentum.” To assist asset managers with their branding and marketing efforts, Paul summarizes his presentation and provides valuable tips in the following article. In it he discusses the importance […]
ULTIMUS’ TOP BLOG POSTS OF 2018
June 12, 2019
In 2018 Ultimus published a variety of educational and insightful blog posts to help investment advisers manage various aspects of their firm. Written by subject matters experts at Ultimus, in addition to occasional business partner and industry experts, our blogs cover topics such as ’40 Act products, regulatory issues, distribution challenges, fund structure and data […]