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Despite predictions that the mutual fund industry would crumble, it continues to plod along steadily.

Tuesday, 27 August 2019 06:50

The “September Effect” is Looming

Going all the way back to 1950, September has traditionally seen poor performance for the top three market indices.

Thursday, 22 August 2019 06:58

Is It Time For Value?

It’s been 12 years since the last value cycle ended – is it time for a shift?

The investment universe is filled with lingo, acronyms, and concepts that aren’t always easy to understand for those outside the industry.

Friday, 09 August 2019 11:18

Why Your Emails Aren’t Working

It’s hard to reach people these days because everyone is busy and overscheduled. People don’t want to talk on the phone or take in-person sales or solicitation meetings and all the experts are saying emails are the best way to communicate with your audience so why do your emails have such low open rates?

2017 was a banner year for asset management but in 2018 assets dropped by $3 trillion. Does that mean trouble is ahead?

Wednesday, 24 July 2019 08:56

The Scoop On Social Media

Social media channels are a great way to connect with your audience. They provide an avenue for communicators to connect directly with their audience on a more personal level reaching a larger audience at the same time.  

Tuesday, 16 July 2019 06:19

Decoding Sustainable Investing

One of the biggest challenges regarding sustainable investing is a lack of understanding. Many investors are turned off by all the jargon and terminology.

Morningstar has announced plans to change how they assign Morningstar Analyst Ratings and how they will enhance the Morningstar Sustainability Rating.

Morningstar released its report on ETF and mutual fund flows this morning.

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