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Sales & Marketing


Strategic Relationships and Branding Your Firm

A Northern Lights Distributors executive discusses marketing and distribution challenges facing managers in the year ahead.

Tweet This: Curb Your Fear of Social Media

Jeremy Floyd, president of BPV Capital Management, says the fear marketing departments express of new regulations is not a valid enough reason for managers to ignore social media.

Vanguard Fund Expense Ratios Fall Again

Vanguard says the expense reductions are a win for investors, but the fund provider industry is less enthusiastic, seeing the fee reductions as a grind to zero where product profitability disappears.

Five Unforgettable Quotes From the World’s Biggest ETF Conference

A somewhat darker tone could be observed emitting from the conference this year.

Cliff Asness’s Alternative Funds Top Rivals With 17% Returns

AQR Capital managed the top-performing liquid alt fund in 2015, returning 17.6%.



Educational Initiatives: Driving Engagement and Asset Growth

As the mutual fund universe becomes more crowded and the strategies offered to investors become more complex, fund managers are under pressure to further differentiate themselves and their brands from the competition. One way to stand out is to make investor and financial intermediary education a key element of any communications plan to drive brand awareness and asset growth. …

Executive Briefing

Morgan Stanley and Co. has agreed to pay $100,000 to the New Jersey Bureau of Securities. This came after Bureau investigators found the company was in violation of state securities laws and regulations in its sale of non-traditional exchange-traded funds to investors.

Funds Find New Ways to Woo Shareholders

Finding ways to reach shareholders with an appropriate message and choosing the medium to do so consumes the resources of many a fund company. Firms need to communicate bad news to shareholders in a gentle manner, trumpet the good news and economize the delivery of mandated disclosure information.

JOBS Act Decision - Transforming or Trivial?

Views are mixed on the impact of the recent Securities and Exchange Commission decision to lift the general solicitation ban on private securities offerings.

Embrace Multimedia To Attract Millennial Clients

The members of Generation Y, also known as "millennials," have vastly different backgrounds and expectations than the generations before them. Today's 20-somethings can't remember a time without smartphones or the ability to access the information most important to them whenever they need it. It would be easy for some mutual fund managers to assume that millennials lack the same mindset or appetite for risk when it comes to investing and saving than previous generations, and view attracting them to mutual funds as a Herculean task. However, both of these assumptions are false. If managers embrace the technology and engagement with companies they trust that millennials have grown up with, they can successfully grow their assets by appealing to this relatively untapped investor base.