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Tuesday, 06 February 2018 09:52

Market Drop - No, It's Not Time To Panic

On Friday, February 2, the Dow Jones industrial average dropped 666 points. Yesterday, it fell by 1,175 points. No Chicken Little, the sky is NOT falling.

Are you ready to grow your mutual fund? Not sure where to start? Or how to tell if your efforts are working?

Some may shy away from marketing ETFs thinking it may be too difficult.

Advisor Perspectives recently surveyed nearly 800 advisors regarding their allocations over the next six months.

Tuesday, 31 October 2017 10:31

Tips to Avoid Spooking Your Advisor Client

Market uncertainty and a bizarre presidential administration have made some financial advisors, and their clients, a bit anxious. Here are what some mutual fund companies are doing to help alleviate some of that anxiety.

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

Historically, the month of September is known for poor stock performance.

Financial advisors aren't typically lacking for access to information - in fact, it's the exact opposite. There is so much information available but so little time to review all of it.

It's a frequent misperception that if one were to invest in sustainable funds they would have to sacrifice performance.

Monday, 14 August 2017 11:36

DOL Rule Delay - What Does it Mean?

The Department of Labor's fiduciary rule had a "soft opening" on June 9, 2017. The full implementation of the DOL rule had been set for January 1, 2018, but will now be delayed until July 2019.

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