Insights

The Power of Data

Distribution is becoming more restrictive and certainly more costly. Broker/dealer platforms are reducing the number of mutual fund offerings and the supermarkets have raised the requirements for inclusion on their platforms. Fees are now being... Continue reading

2020 Challenge: Take Your Investment Commentary to the Next Level

In times of excessive market volatility, investors and advisors are eager to understand and gain insight. Asset management firms with experienced portfolio managers are in an ideal spot to fill this information void. Our years of experience have... Continue reading

Brand First, Product Differentiation Second, Performance Third

Many asset managers continue to believe that performance is the key factor that drives sales. While above-average performance helps, brand awareness and product differentiation must be present before sales success generally occurs. How many Advisors... Continue reading

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