“Reports of the death of active management are not just premature, they are altogether incorrect.”

A wholesaler just left a voicemail that said, "I am following up from an email that I sent you last week regarding our interest rate outlook. I wanted to get your thoughts on our products and investment process."

All too often we hear about media opportunities that were lost or turned away because on the surface they seemed they might not be exactly the right fit. 

Two longtime successful financial advisors shared their insights. Barbara Moser of Moser & Heier, $200M AUM and Shawn McLaughlin of McLaughlin Ryder, $650M AUM talked about how they select new funds for their clients' portfolios.

Unless you’ve been living under a rock, you’ve heard of the impending DOL fiduciary rule. While it’s unlikely the DOL Rule will go into effect as initially proposed, some form of it will likely persist because, as they say, “you can’t un-ring a bell.” 

Are your portfolio managers too busy handling assets to set aside time to sell? Is performance down, and the need to make sure funds are being sold ever-growing? If you answered yes to either of these questions, it is time to hire a wholesaler.

In the spirit of St. Patrick’s Day, we’re taking a look at some popular investing myths that seem to captivate investors. 

Was it relaxed and rejuvenating? Or, was it frantic and exhausting and you're glad to be back at work and away from it all?

Looking for a way to grow your fund? Ready to meet more financial advisors to tell them about your products? 

At a past Morningstar Investment Conference, I spent much of my time going from booth to booth and meeting exhibitors. 

Like most disrupters, robo-advisers don't mind being underestimated. In fact, they're counting on it because behind the scenes, robo-advisers are quietly hatching plans to compete more aggressively with flesh-and-blood advisers.   

As a society, we’ve come to rely more and more on digital resources versus paper or even in person resources. Does that carryover to communication methods as well?