Insights

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

Three Questions to Ask Yourself

Running an asset management company is a difficult job with many factors, such as market volatility and economic conditions, that are outside of one’s control. However, many functions require specific decision-making and are within a manager’s... Continue reading

Think Strategically When Volatility Hits

In December 2018, a record $75 billion came out of U.S. equity mutual funds and ETFs, according to The Wall Street Journal. In times of heightened market volatility, investors often overreact to short-term volatility by pulling money out of stocks.... Continue reading

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