By Dave Carson, VP Director of Client Strategies, Ultimus Fund Solutions In the results-driven investment world, it’s common for startup mutual fund managers – or those converting their private funds [...]
By Adam Kornegay, Business Development Director The wide acceptance of operational outsourcing among fund managers combined with the continued pressures to reduce fund expenses have led to an increasing preference [...]
By Kevin Guerette, VP Director of Distribution Strategies, Ultimus Fund Solutions In the last 15 years, understanding the nuances of fund distribution has become a keystone issue for investment managers [...]
By Adam Kornegay, Business Development Director at Ultimus Fund Solutions As the impact of the fiduciary rule, fee compression, and numerous class action lawsuits by employees against plan sponsors factor [...]
By Dave Carson, VP Director of Client Strategies The mutual fund business is booming. In fact, according to the ICI, at the end of 2016 mutual fund assets increased nearly [...]
Key Considerations for Liquid Alt Funds in Choosing a Series Trust By Dave Carson, President of Ultimus Managers Trust and VP, Director of Client Strategies of Ultimus Fund Solutions. Alternative [...]
By Dave Carson, President of Ultimus Managers Trust and VP, Director of Client Strategies of Ultimus Fund Solutions.It seems like everyone is talking about liquid alternatives. If you read the [...]
Gaining Scale and Efficiency for Your SMA Strategy - How Launching a Mutual Fund Can Help Advisers Manage More Effectively By Dave Carson, VP Director of Client Strategies at Ultimus [...]
Advice for Investment Advisers of Mutual FundsModerator: Dave Carson, President of Ultimus Managers Trust and VP, Director of Client Strategies at Ultimus Fund SolutionsPanelists: Dan Sondhelm, CEO of Sondhelm Partners [...]
Building Your Compliance Muscle - Why the SEC’s New Initiative Means RIAs Need to Get Into Better Regulatory Shape By Dave Carson, VP Director of Client Strategies at Ultimus Fund [...]