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Fund Outlook Buoyed by ETFs and Smart Beta

Following a strong first half this year for both U.S. mutual funds and ETF assets, many industry leaders are keeping a positive outlook for the remainder of 2015.

Closing Greece’s Exchange Puts Focus on ETFs Without Prices

Shutting down the Greek market has trained attention on ETFs tracking its stocks, adding an element of speculation to their prices as long as the Athens bourse is closed.

SEC Petitioned for First-of-Its-Kind Marketplace Lending Fund

Chicago-based RiverNorth Capital Management is hoping to launch the first closed-end mutual fund focused on the marketplace lending sector.

Bill Gross Love Affair With Mexico Endures Long After Pimco Exit

Bill Gross is no longer running the world’s biggest bond fund, but one thing hasn’t changed: his love for Mexico.

Investors Riding Health Insurer Deal Wave as ETF Flows Swell

The iShares U.S. Healthcare Providers exchange traded fund has attracted $247 million in net inflows this year, the biggest first-half total since it started trading in May 2006.

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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.

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