Why Goal-Based Planning is Essential for Investors In a world where everyone wants easy returns, MFDs need to encourage investors to stay invested for the long term. Long-term investments help investors overcome market fluctuations and achieve specific life goals, such as planning a grand wedding, buying a house, funding education, or planning for
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How to Know if the Mutual Fund Software Fits Your Business Model?
Most MFDs don’t know if the software they are using fits their business needs. As a mutual fund distributor, you rely on software to manage your clients, transactions, and reports efficiently. However, not all software is created equal, and using the wrong one could make your operations more difficult instead of easier. So, how do […]
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