The race to the bottom with fees first started in the mutual fund industry followed by low/no cost ETF’s and now commission free trading! What happens when everything gets closer to zero? Administrative costs for investing can get to zero but one thing this does not change is the ability of a manager to consistently apply a process that creates alpha.
Join us for a short 30 min introductory webinar to learn how you can increase the value you provide your clients and further differentiate your practice.
This 30 minute webinar provides you three key insights to grow your business.
- Why SMA’s are more cost effective now than mutual funds
- How to differentiate yourself from your competitors to earn business
- How to leverage our tools and research to improve your client experience
As a firm implementing low turnover strategies for HNW clients, our partners stand to benefit enormously, as now they can offer more competitive portfolios than typically available through mutual funds. The Valuation 50 investment strategy is an ideal product as it provides the research support to easily communicate portfolio changes to all your clients through one consistent time proven process.
If the news of no commission trades is true for all investors, this will provide an incentive to every manager using mutual funds to look for an alternative in the SMA space since the strategies tend to be lower fee and the client owns the underlying securities.
Learn how you can increase the value you provide your clients and further differentiate your practice.