Not long ago responsible and/or sustainable investing was a lot less popular. Many folks believed investing in that manner wouldn’t have positive returns and was best left to the “hippies.”

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."

Why do some fund firms receive more frequent and higher quality news media coverage than others? It could be one of many reasons. 

State incentives that support driving electric cars could make your life a whole lot easier.

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. 

You've probably heard the expression "don't put the cart before the horse."  But, what would happen if you did?

Six truths about why your efforts to green may not be so green.

People are more likely to connect with a brand or product that has a story attached to it – something that makes it memorable and/or relatable.

Since the election in November there have been many protests and demonstrations.

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.