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?

Do investors really select mutual funds from reading news articles? They sure do. Read on to see a great example.

Industry conferences aren't cheap. You've spent the money on your entrance fee so now what? There's a lot to consider as you get conference-ready.

Did you ever liken your financial advisor to a smarmy used car salesman? If so, you're not alone.

Recently published research shows that 45% of worldwide fund assets are controlled by 1% of the funds.