"Mutual funds still represent the majority of investor assets and managers are often surprised by the low AUM required for a fund to breakeven." Kevin Guerette, Ultimus Fund Solutions
"We must accept that technology now drives change faster than ever before, that the consumer has a stronger voice and demographics will force us to adjust." Dan Sondhelm, Sondhelm Partners
In this second installment of the Institute’s discussion with Bob Dorsey, Managing Director of Ultimus Fund Solutions, we discussed the trends and the direction of where he sees mutual funds and E
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