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Two longtime successful financial advisors shared their insights. Barbara Moser of Moser & Heier, $200M AUM and Shawn McLaughlin of McLaughlin Ryder, $650M AUM talked about how they select new funds for their clients' portfolios.

Tuesday, 21 March 2017 13:17

Share Classes - Where are they Headed?

Unless you’ve been living under a rock, you’ve heard of the impending DOL fiduciary rule. While it’s unlikely the DOL Rule will go into effect as initially proposed, some form of it will likely persist because, as they say, “you can’t un-ring a bell.” 

Are your portfolio managers too busy handling assets to set aside time to sell? Is performance down, and the need to make sure funds are being sold ever-growing? If you answered yes to either of these questions, it is time to hire a wholesaler.

Thursday, 12 January 2017 06:46

Size Matters When it Comes to Mutual Funds

Recently published research shows that 45% of worldwide fund assets are controlled by 1% of the funds.

 

Did you miss this article the first time? From time to time we like to open the vault and re-release relevant posts. This post originally appeared in July and remains relevant as we head into the new year.

The mutual fund industry is changing, and fast.

 

Shareholders can spot a tall tale!

Finally, the campaigning is over and we have a new President.  Some investors are looking to you for guidance as to what it all means.  

Industry conferences present fund companies an efficient channel to market their products to their target audiences. Often these conferences attract hundreds of advisors, brokers, institutions and/or retail investors, many of which are looking for good investment ideas.

Wednesday, 16 November 2016 06:06

Media Training - Never Hurts to Have a Refresher

I participated in media training - why do I need it again? 

Oh no! You are a fund manager and you’ve just been informed during the height of earnings season that your firm is having a refresher media training program.

I think of PR and marketing the same way as I do a jigsaw puzzle: no one piece will make it whole.

It’s well known that income inequality remains between genders. Much progress has been made and the gap is considerably smaller – but it still exists.

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