The milestone news release: A useful tool in building your fund’s brand

In the asset management world, investors generally don’t pay any attention to an investment strategy until it hits the three-year mark. Institutional investors and the consultants who serve them are particularly leery about strategies without an established track record. The same is true in in the advisor space, as Morningstar waits for a fund’s three-year anniversary before assigning a star [...]

By |2021-10-13T04:06:30-06:0010/13/2021|

Do financial advisors have an awareness problem?

A recent study from Schwab found the following troubling statistics for the financial planning industry: Only one in four individuals has a written financial plan. Nearly half (45%) prefer visiting the dentist versus making an appointment with their financial advisor. Parents are No. 1 on the list to go to for advice (23%) followed by the internet (19%). Men are [...]

By |2020-04-03T12:04:59-06:0004/23/2019|
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