Imagine you are the senior marketing executive for a mutual fund family of funds and one of your funds has been featured in an influential financial publication.
SunStar Strategic recently announced a relationship with a new client, Wisconsin Capital Management, advisor to the Plumb Funds.
A company without a good sales team won’t do well for long. To succeed companies need them pounding the pavement, making the calls and closing the deals.
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?
Advisor Perspectives recently surveyed nearly 800 advisors regarding their allocations over the next six months.
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.