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And, what they don't want!

So, you are a fund company and you are trying to figure out what financial advisors truly want and don’t want.  You want these advisors to tell their clients to buy your fund.  

Fund firms are likely to face downward pressure on fees, as well as fewer mutual fund share classes, based on the Department of Labor’s (DOL) fiduciary rule, according to a recent story in Investment News

Thunderclap is storming the scene with their ability to increase company’s social media exposure. 

Social media is vital to the marketing plan of any company, but it takes more than simply creating a Facebook page or Twitter account to be successful. 

Another helping hand never hurts.

Growing a mutual fund in this day and age can be a daunting task. With hundreds of thousands of funds out there, it can be nearly impossible to stand out and draw investors to your fund. 

Lessons in public speaking and interviewing abound, but do bear repeating.

Thursday, 29 September 2016 10:51

Do Asset Management Firms Need Digital Marketing?

The short answer is yes.

Digital marketing, which includes social media, has been a serious strategy for client engagement in the mutual fund industry for several years now. 

Outlining the difficulties ahead as the trends seem to be strongly in place

The trend toward passive investment strategies, and away from active asset management, will accelerate, according to Moody’s. 

An in-depth look at how to handle off-topic or aggressive questions

Morningstar recently announced changes to its Morningstar Analyst Ratings system, now applying this forward-looking rating to ETFs. In addition, ETFs will now be combined into the same relevant peer group alongside mutual funds for the traditional Morningstar one to five-star rating calculated quantitatively using backward-looking performance and risk data. 

Monday, 19 September 2016 12:17

The Sun is Shining on Mutual Fund Companies

According to Moody’s, the third quarter could be upbeat for mutual fund companies.

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