Mutual funds had been trailing ETFs for some time, but are the tides turning?

It seems like everywhere you look people are talking about millennials. If you turn on the TV, read a newspaper, magazine or online publication you'll see and hear people talking about millennials.

Clean shares are bring quite a change to investment landscape.

It's fair to say most, if not all, industries are flush with jargon.  If you have the opportunity to participate in a media interview don’t alienate and confuse your audience.

When it comes to thinking of the future, who wouldn't love to have a working crystal ball? 

The implementation of the Department of Labor's Fiduciary rule has been pending for some time.

In times of uncertainty and turbulence it is often a time to make difficult decisions. Small funds have tough choices to make if they want to survive.

FINRA's comprehensive review, FINRA360 Initiative, was developed as an "audit" of all the self-regulator's operations and programs.

The term "platform" is often used to refer to a specific financial services firm within various mutual fund distribution channels, which can include wirehouses, broker dealers, RIAs, DC/Retirement, Bank and Trust.

A key to growing your fund is knowing your advisors. Most fund companies, unless they made a concerted effort and invested a fair amount of money, don’t really know who the advisors are that are recommending their funds. 

SunStar Strategic webinar - An Inside Look: Mergers, Acquisitions & Private Equity Investments in the Asset Management Industry 

“Reports of the death of active management are not just premature, they are altogether incorrect.”