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It's a frequent misperception that if one were to invest in sustainable funds they would have to sacrifice performance.

Monday, 14 August 2017 11:36

DOL Rule Delay - What Does it Mean?

The Department of Labor's fiduciary rule had a "soft opening" on June 9, 2017. The full implementation of the DOL rule had been set for January 1, 2018, but will now be delayed until July 2019.

Monday, 10 July 2017 10:00

Are Mutual Funds Making a Comeback?

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

Clean shares are bring quite a change to investment landscape.

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

SunStar Strategic’s Hibre Teklemariam, VP and Partner, addressed the Investment Company Institute’s (ICI) Small Funds Committee meeting in May in Washington D.C.

Don't just send an email to send an email. Doing your research before you send them can save you time and money AND help you keep them interested!

Monday, 08 May 2017 13:19

Which Platforms Should You Be On?

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.

Monday, 24 April 2017 11:18

Is Active Management Passé?

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

Monday, 17 April 2017 06:00

Could your Wholesaler be More Efficient?

A wholesaler just left a voicemail that said, "I am following up from an email that I sent you last week regarding our interest rate outlook. I wanted to get your thoughts on our products and investment process."

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