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Summary:If you’re a registered investment advisor with a unique investment approach or a new twist on an old one, you’ve probably considered turning that idea into a mutual fund or an exchange traded fund. But a great investment idea by itself is no more sufficient for launching a fund than a great recipe is for opening a restaurant. No matter how strong your investment thesis, there’s a lot more that goes into starting a fund.
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Summary: So when Envestnet let out it was acquiring FolioDynamix, Benskin stopped to ponder what it would mean for his offering. He didn’t get much time to worry ― his phone soon began ringing non-stop with calls from prospective clients.
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Summary: Financial advisory firms of all kinds have received fair warning that they must strengthen their data security and client identity protocols.
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Summary: Advisors should not only post thought leadership content on their websites to position themselves as experts, they should also analyze the results to improve their return on investment.
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Summary: Too many client meetings end up focusing narrowly on performance, often with clients steering the discussion in the wrong direction. The result is usually an outcome that doesn’t serve the client or the advisor well.
