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The common practice of rating mutual funds based on peer group comparisons has been widely criticized, primarily because some peer group benchmarks are easier to beat than others. A new entrant in the field of mutual fund rating services, FundGrades, addresses this problem in a thoughtful way. We look at this innovative service, first by reviewing its methodology and strategic direction. Our second article presents our analysis of FundGrades, including comparative examples of how some of the most popular mutual funds in the Advisor Perspectives universe are rated.
Perhaps the greatest marketing challenge faced by RIAs is differentiating their service from the competition. Two principals from The Collaborative, a marketing firm specializing in wealth management, present their recommendations for achieving meaningful differentiation in a crowded market.
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