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“Ideally, you would like clients to try not to make really short-term decisions, however this is an unprecedented situation,” an expert says.
April 6 -
Proponents make them a standing core equity holding, but not all advisors are sold. One calls them "marketing schemes."
April 3 -
The regulator is seeking feedback on whether the current requirements that restrict the use of potentially misleading fund names are effective.
April 2 -
Proponents have long touted the new structure as a way for the industry to compete with mutual funds.
April 2 -
The funds are also some of the lowest-duration products in the market.
April 1 -
Sales people are having a hard time marketing new products in isolation, one executive says.
April 1 -
Nearly all of your efforts should revolve around your website, showing who you are and why your firm is different, says marketing expert Dan Sondhelm.
March 30 -
The major issuers of leveraged products, which trade under the ProShares and Direxion trademarks, have each posted inflows of over $2.8 billion this month.
March 30 -
The central bank’s pledge to buy investment-grade credit and certain funds helped spark a rally in higher-rated debt.
March 30 -
The manager may collect over $4 million per year for managing a separate portfolio of commercial mortgage-backed securities issued by government agencies.
March 30