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Tuesday, 31 October 2017 10:31

Tips to Avoid Spooking 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.

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

Historically, the month of September is known for poor stock performance.

Financial advisors aren't typically lacking for access to information - in fact, it's the exact opposite. There is so much information available but so little time to review all of it.

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.

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