Wealth Management advisors provide their insight on ESG Investing, ETFs and other investing strategies.
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Mutual fund inflows are concentrated at the narrow tip of the most recent top-ranked performers. In the long-term, of course, that is not a winning strategy. There are other metrics to assess a fund’s likely future performance.
The opportunity for “differentiation” in financial services may mean simply moving beyond the clichés that dominate so much of the industry’s marketing.
