Client Portals and why Financial Firms Struggle with CRM-Creep

On rare occasions I write checks from my primary investment account. The firm I invest with has sent me replacement checks periodically as it has merged or changed names over the years but recently, for the first time, I actually had to put in a request for new checks. I found the experience to be a good reminder of why many financial firms struggle with providing seemingly simple online self service functionality to their clients.

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What Does It Cost to Launch a Mutual Fund … Really

My first experience with launching a mutual fund was a little like the old adage about the blind men and the elephant. Everyone I turned to for advice was very helpful about one piece of the puzzle – but I never felt like I had the full picture. A big part of why we launched Independent Channel Advisors was to help RIAs and other Investment Managers bridge this knowledge gap when bringing their new products to market.

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“A Gold Rush in Managed Future Mutual Funds?” – What CTAs and Commodity Pool Operators need to know

We believe that the advent of Managed Futures mutual funds may represent a watershed moment for the CTA industry. If you consider that the mutual fund industry represents over $12 Trillion in investible assets¹. Mutual fund investors have the potential to become the single biggest source of new assets for Commodity Trading Advisors and Pool Operators over the next decade.

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