August 29, 2014 – As mutual fund and ETF managers target registered investment advisors for growth opportunities, they will benefit by understanding RIAs' advertising limitations, especially in the area of social media. Many RIAs experience difficulty in growing their businesses because of strict regulatory restrictions on advertising and marketing, including websites and social media, according to many RIAs and others in the industry.
ETPs/ETFs listed globally reached $2.64 trillion in assets, a new record high, at the end of Q2 2014, according to analysis at ETFGI.
Boutique mutual fund managers and smaller ETF providers face significant challenges when competing against large scale operators.
Designing the most appropriate share class can be an underestimated component of a mutual fund manager's sales and marketing strategy.
|On the target date; that's what it stands for||0%|
|20 years after the target date; retirees might run out of money otherwise||0%|
|Target-date funds should always maintain exposure to equities||100%|