Foreside News

Foreside Hosts 3rd Quarter Connections Conference Call

September 19th, 2016

Brexit – What U.S. Asset Managers Need to Know!

On Wednesday, September 14th, Foreside hosted the 3rd Quarter Connections conference call with guest speakers Richard Cross and Ed O’Bree of Bovill. Mr. Cross and Mr. O’Bree provided critical insights and observations to Brexit and how it affects U.S. Asset Managers looking to do business in the European Union. Additionally, they addressed many specific questions around impacts to British firms looking to remain with the EU and how European citizens employed in the financial services industry in the UK may be adversely affected.

Bovill is a financial services regulatory consulting firm with offices in London, Manchester and Singapore with clients across the U.S., Europe and Asia. In business since 1999, Bovill provides expert support and assistance on U.K. regulatory and compliance matters.

For more information about Foreside or about any of our distribution and compliance services, please visit our website at www.foreside.com or or call us directly at (207) 553-7110.

 

Foreside Hosts 2nd Quarter Connections Conference Call

June 9th, 2016

Learn How to On-Board & Navigate LPL Financial!

Foreside proudly continues the quarterly “Connections” conference call series for 2016 and will partner with innovative industry experts to cover a broad spectrum of industry topics aimed at assisting you with the growth of your business. On Tuesday, June 7th, Foreside hosted the 2nd Quarter Connections conference call with guest speakers David Abraham and Andrew Gibson of the LPL Sponsor Relations Team. Mr. Abraham and Mr. Gibson provided critical insights for on-boarding the LPL platform and further insight into navigating the LPL platform once you are on. Additionally, Mr. Abraham and Mr. Gibson addressed many specific questions around best practices, research team penetration and an update regarding changes to their SAM platform.

For more information about Foreside or about any of our distribution and compliance services, please visit our website at www.foreside.com or or call us directly at (207) 553-7110.

 

Foreside Hosts 1st Quarter Connections Conference Call

February 12th, 2016

Learn How to On-Board & Navigate Raymond James Financial!

Foreside proudly continues the quarterly “Connections” conference call series for 2016 and will partner with innovative industry experts to cover a broad spectrum of industry topics aimed at assisting you with the growth of your business. On Wednesday, February 10th, Foreside hosted the 1st Quarters Connections conference call with guest speakers Phil Collier and Jesse Bernhardt of the Raymond James Product Partner Relations Team. Mr. Collier and Mr. Bernhardt provided critical insights and best practices for on-boarding the Raymond James platform and further insight into maximizing firm’s access and opportunity once you are on the platform. Additionally, through an informative question and answer session, Mr. Collier and Mr. Bernhardt addressed many specific questions surrounding the Raymond James Research Teams and an update to the upcoming merger with Alex Brown.

For more information about Foreside or about any of our distribution and compliance services, please visit our website at www.foreside.com or or call us directly at (207) 553-7110.

 

Foreside Launches Quarterly Connections Conference Calls

September 28th, 2015

Looking to Increase Your Firms Distribution with Value Add Content?

In conjunction with the recent launch of our National Accounts offering, Foreside will be hosting quarterly “Connections” conference calls. Foreside will partner with innovative industry experts to cover a broad spectrum of industry topics aimed at assisting you with the growth of your business. On Tuesday, September 22nd, Foreside will hosted our inaugural “Connections” call with guest speaker Missy Escribano, CEO of Ripple Effect Strategies. Ms. Escribano provided critical insights into the importance of utilizing value add content for your clients. During the call she reviewed best practices and strategies for gaining a positive return when your investment is time and money, in programs, speakers and events.

For more information about Foreside’s National Accounts Services, or about any of Foreside’s distribution and compliance services, please visit our website at www.foreside.com or contact Rachel Pham at rpham@foreside.com (207) 553-1993 or Sonja Formato at sformato@foreside.com (617) 224-0722.

 

Foreside Launches National Accounts Services for Distribution Clients

April 30th, 2015

April 30, 2015 (Portland, Maine)Foreside Financial Group, LLC (“Foreside”) announced today a build out of an in-house National Accounts Team to assist its clients in navigating the ever changing broker-dealer landscape.

Industry veterans Sonja Formato and Rachel Pham are co-leading this effort at Foreside and will focus on the supermarkets, independent broker-dealers, regional broker-dealers and wirehouse channels.

“Foreside’s National Accounts Services can help our clients expand their distribution capabilities,” said David Whitaker, President of Foreside. “This is an opportunity for our clients to access the same level and quality of resources, knowledge and expertise of their largest competitors, but in a manner that fits their budget. We are excited about this build out as we continue to expand our service offerings to our clients.”

The services will be available to clients starting in May 2015, and will allow them to build customizable solutions which fit their individual needs. Services will include consultative discussions on best practices, education and industry trends, detailed broker-dealer information, and assistance with establishing strategic National Accounts partnerships.

National platforms cover broad channels and require expertise to navigate and target critical decision makers. Foreside’s National Accounts services will provide this expertise and assist our clients in establishing effective distribution strategies which can result in greater product exposure and asset growth.

“As National Account managers we are tasked with creating access and opportunity at the home office,” said Pham. “We want to partner with clients who are ready to capitalize on these opportunities and grow their assets.” Prior to joining Foreside, Ms. Formato and Ms. Pham were both Strategic Relationship Managers at Fidelity Investments and Raymond James Financial, respectively. They come to the organization with a solid understanding of navigating the complex distribution industry. In addition to working with dedicated relationships, Ms. Formato successfully built and managed a scalable solution for Fidelity to service the ever growing number of investment management firms looking to onboard. Prior to Fidelity, she worked at both Putnam Investments and Wellington Management. At Raymond James Financial, Ms. Pham served on the product partner relationship team as a Product Analyst and Relationship Manager where she helped create, develop and implement Raymond James’ new tiered revenue sharing program.

For more information about Foreside’s National Accounts Services, or about any of Foreside’s distribution and compliance services, please visit our website at www.foreside.com or contact Rachel Pham at rpham@foreside.com (207) 553-1993 or Sonja Formato at sformato@foreside.com (617) 224-0722.

The full press release can be viewed here: Foreside Launches National Accounts Services for Distribution Clients