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17
Sep
Sep
How Active Should Active Manager Be?
Morningstar’s John Rekenthaler convened a panel of experts to discuss active management.
16
Aug
Aug
Analysis Of The Morningstar Quantitative Rating - Does It Work?
The Morningstar Quantitative Rating was launched last year. They took a hard…
13
Aug
Aug
The Road To AUM
In our most recent podcast SunStar Strategic's, Jake Oxley, interviewed Sandra Powers…
06
Aug
Aug
U.S. Fund Flows Show Passive Investing Is On The Rise
Investors have embraced the new model of low-cost, passive investing and are…
21
Jun
Jun
SEC Changes Improve Delivery Of Shareholder Reports
The Division Of Investment Management, the branch of the U.S. Securities and…
14
May
May
4 Must-Haves For Your Mutual Fund’s PR/Marketing Plan
When approaching your PR and Marketing Plan it’s important to consider the…
09
May
May
Asset Flows Increase Heading Into The Second Quarter
Morningstar, Inc. recently published their report about U.S. asset flows for March…
07
Mar
Mar
Tariffs? Trade Wars? What Does It All Mean?
If you turn on your television, flip on your radio, or check…
14
Feb
Feb
Love Your Sales Team? Show Them!
A company without a good sales team won’t do well for long.…
06
Feb
Feb
Market Drop - No, It's Not Time To Panic
On Friday, February 2, the Dow Jones industrial average dropped 666 points.…
30
Jan
Jan
Ready, Set, Grow: What Does It Take To Grow Your Mutual Fund?
Are you ready to grow your mutual fund? Not sure where to…
19
Jan
Jan
When It Comes To Marketing ETFs Is There A Difference?
Some may shy away from marketing ETFs thinking it may be too…
17
Jan
Jan
Be A Port In A Storm - Put Your Communication Strategy Together
Do you have a communication strategy? When the markets experience turmoil, investors…
15
Jan
Jan
Celebrating Martin Luther King Jr.
Each January, on the third Monday of the month, we celebrate Dr.…
09
Jan
Jan
Is interest in actively managed funds on the rise?
Advisor Perspectives recently surveyed nearly 800 advisors regarding their allocations over the…
06
Dec
Dec
Are You Conference Ready?
Will 2018 find you attending industry conferences? Will you be ready?
21
Nov
Nov
Copy of Giving Thanks for Straight Talk and Clear Communication
I know you know what AUM, basis points, and ROI mean. You…
31
Oct
Oct
Tips to Avoid Spooking Your Advisor Client
Market uncertainty and a bizarre presidential administration have made some financial advisors,…
23
Oct
Oct
It's All About The Story - Communicating in a Memorable and Meaningful Way
Marketing managers can spend hours on fact sheets, data and charts for…
19
Oct
Oct
PR and Marketing are Both Integral Pieces to Promoting Your Mutual Fund
I think of PR and marketing the same way as I do…
05
Oct
Oct
Communicating in Times of Uncertainty
We are living in uncertain times. We've got a new administration, multiple…
12
Sep
Sep
Communicating During Volatility: Alleviating Investor Anxiety
September is historically the worst month for the stock market. Will the…
28
Aug
Aug
September is Looming: What Might that Mean for Your Mutual Fund?
Historically, the month of September is known for poor stock performance.
21
Aug
Aug
What's Ahead for Advisors? A Mid-Year Review
Financial advisors aren't typically lacking for access to information - in fact,…
14
Aug
Aug
DOL Rule Delay - What Does it Mean?
The Department of Labor's fiduciary rule had a "soft opening" on June…
31
Jul
Jul
Conference Season is Upon Us!
Exhibiting at an industry conference? Just attending? In either case, you've likely paid…
24
Jul
Jul
Don't Take the Bait - Avoid Discussing Politics During Your Media Interview
The political landscape today is fraught with turbulence. It seems like almost…
17
Jul
Jul
3 Emerging Trends in Investing
Change is inevitable. In modern society we're seeing changes in all areas…
10
Jul
Jul
Are Mutual Funds Making a Comeback?
Mutual funds had been trailing ETFs for some time, but are the…
27
Jun
Jun
What's the Big Deal About Millennials?
It seems like everywhere you look people are talking about millennials. If…
26
Jun
Jun
Are Clean Shares the Way of the Future?
Clean shares are bring quite a change to investment landscape.
19
Jun
Jun
Lost in Translation? Don't Get Hung Up on Jargon
It's fair to say most, if not all, industries are flush with…
12
Jun
Jun
Peering Into The Future - What's Ahead for Asset Management?
When it comes to thinking of the future, who wouldn't love to…
07
Jun
Jun
All Bark And No Bite - Preparing For The First Six Months of The DOL Fiduciary Rule
The implementation of the Department of Labor's Fiduciary rule has been pending…
05
Jun
Jun
Survival Tactics for Small Funds - Making the Tough Decisions
In times of uncertainty and turbulence it is often a time to…
22
May
May
FINRA Seeks Feedback
FINRA's comprehensive review, FINRA360 Initiative, was developed as an "audit" of all…
15
May
May
Using Email to Attract Advisors - Not Repel Them
Don't just send an email to send an email. Doing your research…