Jul 10, 2014 The riskiest money-market mutual funds will have to let their share prices fluctuate and charge investors withdrawal fees during times of stress under tougher U.S. rules set for adoption this month.
Jul 8, 2014 ETF providers are finding creative ways to connect with their target advisor and investor audiences and technology is often playing a key role in these marketing strategies.
Jul 8, 2014 For mutual fund and ETF firms to succeed in intermediary distribution, they will increasingly require wholesalers to be more responsible for selling both types of products, while also increasing the quality of assets raised - and for this added responsibility, wholesalers should have their compensation plans restructured.
Jul 7, 2014 What does BlackRock's bold decision to change the way mutual fund salespeople in the U.S. are compensated say about the provider/wholesaler model?
Jul 7, 2014 Every mutual fund and ETF manager needs a strategy to either enter into or expand in the fast growing $2.6 trillion global ETF industry.
Jul 3, 2014 Mutual fund providers consider change of management a standard business practice. If they believe their auditor is too small, they may change to a "Big 4" firm. If they have outgrown their fund administrator, they may switch.
Jul 2, 2014 Mutual fund and ETF providers are being challenged with the shift in demographics and the trend toward goals-based investing.
Jul 2, 2014 BlackRock Inc., the worlds biggest money manager, attracted more cash to its U.S. exchange-traded funds than any competitor in the second quarter as it benefited from resurgent emerging markets.
Jul 2, 2014 While some in the fund servicing industry say that the ETF market is overcrowded with products, a new study by Charles Schwab finds that investors believe there is still plenty of room for growth.
Jun 30, 2014 The asset management industry's embrace of digital operations is accelerating. Among the top technologies being adopted by fund companies are mobile apps and iPads/tablets, according to the asset managers surveyed for Money Management Executive's annual technology survey.
Jun 30, 2014 Mobile apps and iPads/tablets rank supreme among fund providers in our new Money Management Executive technology survey.
Jun 27, 2014 Asset managers have piled almost $11 billion into developing- nation exchange-traded funds listed in the U.S. this quarter, the most since 2012, according to data compiled by Bloomberg.
Jun 27, 2014 Fund providers must be aware of the importance of structure for asset managers to deliver their respective expertise.
Jun 26, 2014 Product differentiation is a top marketing and distribution challenge among mutual fund and ETF providers, who battle for advisor face time. How can providers overcome this hurdle?
Jun 25, 2014 Hundreds of mutual fund and ETF providers gathered at Morningstar's Investment Conference last week to pursue their equivalent of high-speed dating: meeting face-to-face with the 1,400 planners and advisors in attendance.