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Consultant Database Population to Grow AUM

GAMMA is joined by Patricia O’Donnell, Founder and CEO of IMSS, and an expert team from PSN including Helen Panton, Ron Vaughn, and Kathy Scott. Patricia discusses the importance of Consultant Database visibility for asset managers and the impact visibility has on search inclusivity and raising AUM.

The group talks about some of the major changes that affected database reporting, and several important factors to consider including:

  • Structural Changes

  • Reporting Requirements

  • SEC marketing rules on performance reporting

  • Tips for building complete profiles

Consultant Database Population to Grow AUM

Consultant Database Population to Grow AUM

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