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Industry conferences present fund companies an efficient channel to market their products to their target audiences. Often these conferences attract hundreds of advisors, brokers, institutions and/or retail investors, many of which are looking for good investment ideas.

Wednesday, 16 November 2016 06:06

Media Training - Never Hurts to Have a Refresher

I participated in media training - why do I need it again? 

Oh no! You are a fund manager and you’ve just been informed during the height of earnings season that your firm is having a refresher media training program.

I think of PR and marketing the same way as I do a jigsaw puzzle: no one piece will make it whole.

It’s well known that income inequality remains between genders. Much progress has been made and the gap is considerably smaller – but it still exists.

Monday, 07 November 2016 06:17

A "Sticky" Board Room Debate About Growth

Ever been in a board room debate about growing too fast? A fund company executive shared the heated discussion that took place at her firm's last executive meeting.

The annual Schwab IMPACT Conference was held last week in San Diego. It’s a four-day gathering of RIAs and the firms providing investment products and services to this important investor category.

Monday, 31 October 2016 06:38

How to NOT Spook Your Advisor Client

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.

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.  

I signed a Divestment Pledge so there’s no chance my investments could be going to the wrong people…right? So you’ve signed the divestment pledge, vowing to avoid investments in the top fossil fuel producers. 

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

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