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 within the... Continue reading
Insights
Performance Can Only Go So Far in Building Assets
Published in January 2024
Many asset managers continue to believe that performance is the key factor that drives sales. While above-average performance helps, brand awareness, a robust dealer agreement list and product differentiation must be present before sales success... Continue reading
