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18
Oct

Divestment Pledge - Make Sure Your Investments Are As Clean As You Think

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. 

17
Oct

Fund Firms and Fees - What Does the New Department of Labor Fiduciary Rule Mean?

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

13
Oct

Increase Advisor Engagement With Your Dream Team - Public Relations & Marketing

When considering ways to increase your firm’s visibility, there are two primary routes to take: public relations or marketing. The two have long worked beside each other but with distinctly separate methods. 

12
Oct

Does PR Really Work?

PR has many components, so it is difficult to say whether it works or not without defining "PR". In this instance, let's assume that you are asking whether good news stories will help you attract new clients or customers.

10
Oct

Will Your New Fund Fly?

When launching a new fund, there are myriad considerations. Perhaps the most critical is whether investors will be interested. We are pleased to share our review of another research paper by Morningstar: The Rise and Fall of New Funds, Why Some Funds Succeed and Others Don't.  

 

11
Oct

Increase Your Social Media Prospects by 3,444% with Thunderclap

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. 

06
Oct

Your Media Interview - Grab the Reins

Take Control
 
Interviews don't always go as planned. The questions asked don't always lead neatly to the topics you want to cover. But, that doesn't mean the interview is a fail. 
10
Oct

Factors that Drive Fund Flows

Morningstar's 30 plus page research report concludes that “investors really do respond to a wide spectrum of information about mutual funds when making their investment decisions. Data on past performance, investment recommendations, firm quality, management continuity, fund structure, style tilts, and fees all have meaningful impacts on investor behavior."

05
Oct

Good PR Doesn't Just Happen

There is never a bad time to design and commit to a PR plan. Good intentions quickly fade as day-to-day responsibilities consume our time. No matter how good your investment management, unless you're top of mind for investment professionals, reporters and ultimately the public, you're leaving money on the table.

04
Oct

Need Help Figuring Out How to Market Your Impact Investments?

Andrew Friedman Shares Marketing Best Practices for Impact Investing Services

The demand for sustainable and responsible investments is growing, and many financial advisors are looking to meet this need by getting involved in the SRI space. 

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