Sign up today and take advantage of member-only content — the kind of timely, cutting edge industry insight that only Money Management Executive can deliver.
  • Exclusive Online Only Content
  • Free Daily Email News Alerts
  • Asset Management Blogs

Sales & Marketing

News

Century-Old Tic-Tac-Toe Stock Charts Rake in ETF Billions

The Nasdaq Stock Market has always been associated with cutting edge technology, whether it be for the companies it lists or the systems used to match buyers and sellers on the first all-electronic exchange.

The 80% BlackRock ETF Return That Shortchanged China Stock Bulls

Most stock investors would be thrilled with an 80% return in the past year. For those who bought BlackRock Inc.’s flagship ETF for mainland Chinese shares, however, it’s akin to getting shortchanged.

Carlyle to Close Two Mutual Funds in Liquid Alternatives Setback

Carlyle Group will shut a pair of mutual funds started last year in the latest setback to private equity firms’ pursuit of individual investors.

Bond-Liquidity Desperation Sends Record Cash Into ETFs Worldwide

Bond ETFs have attracted $35.7 billion this year worldwide, on track to exceed the record $84.9 billion placed last year.

Improving Small Business Retirement Offerings

Retirement product providers say that they continue to struggle with reluctant employers and misinformed employees about the benefits of their offerings.

More

Articles

Educational Initiatives: Driving Engagement and Asset Growth

As the mutual fund universe becomes more crowded and the strategies offered to investors become more complex, fund managers are under pressure to further differentiate themselves and their brands from the competition. One way to stand out is to make investor and financial intermediary education a key element of any communications plan to drive brand awareness and asset growth. …

Executive Briefing

Morgan Stanley and Co. has agreed to pay $100,000 to the New Jersey Bureau of Securities. This came after Bureau investigators found the company was in violation of state securities laws and regulations in its sale of non-traditional exchange-traded funds to investors.

Funds Find New Ways to Woo Shareholders

Finding ways to reach shareholders with an appropriate message and choosing the medium to do so consumes the resources of many a fund company. Firms need to communicate bad news to shareholders in a gentle manner, trumpet the good news and economize the delivery of mandated disclosure information.

JOBS Act Decision - Transforming or Trivial?

Views are mixed on the impact of the recent Securities and Exchange Commission decision to lift the general solicitation ban on private securities offerings.

Embrace Multimedia To Attract Millennial Clients

The members of Generation Y, also known as "millennials," have vastly different backgrounds and expectations than the generations before them. Today's 20-somethings can't remember a time without smartphones or the ability to access the information most important to them whenever they need it. It would be easy for some mutual fund managers to assume that millennials lack the same mindset or appetite for risk when it comes to investing and saving than previous generations, and view attracting them to mutual funds as a Herculean task. However, both of these assumptions are false. If managers embrace the technology and engagement with companies they trust that millennials have grown up with, they can successfully grow their assets by appealing to this relatively untapped investor base.

More