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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.

In the spirit of St. Patrick’s Day, we’re taking a look at some popular investing myths that seem to captivate investors. 

As a society, we’ve come to rely more and more on digital resources versus paper or even in person resources. Does that carryover to communication methods as well?

Friday, 20 January 2017 06:18

Obama's Impact On Investing

Did you ever liken your financial advisor to a smarmy used car salesman? If so, you're not alone.

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.

 

As we wrap up 2016 and head into 2017 there is quite a  bit of uncertainty.

The Economist often has a unique way of looking at things. Take the fund management industry, which they compared to books and music. 

Thursday, 17 November 2016 15:52

Communicate Now: 2017 May Put Money in Motion

As 2016 closes and 2017 gets off and running, it is an important time for fund managers to be communicating frequently with clients and prospects. The first quarter of 2017 has the potential to put a great deal of money in motion. In addition to the traditional fund sources and flows noted below, many investors may seek to seize new opportunities in sectors likely to benefit from the Trump administration.

With so much money changing hands, it’s important to ensure the financial advisor community knows your positioning, where you believe you can make money for their clients in 2017 and how your track record stacks up.

Why you should cool it with the corporate jargon

I know you know what AUM, basis points, and ROI mean. You even know how to define ROI, P/E, yield curve, duration, and EBITA.

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