Continue in
4
seconds
For the independent advisor
For the independent advisor
Login
Register
Resources
Events
Practice
Portfolio
Industry
Voices
Search
Search
Practice
Portfolio
Industry
Voices
Resources
Events
search goes here
Don't forget human factor in firm development
Human resources executives place emphasis on new technology to evaluate future and existing employees at NICSA's annual membership meeting.
Video
Uncertainty in the Trump era
Given ongoing market uncertainty, we suggest a more cautious, balanced approach with portfolios.
Partner Insights
Sponsor Content From:
Invesco buys ETF business from Guggenheim
The acquisition is expected to provide access to a wide range of smart beta products.
New annuities sparked by fiduciary rule 'disruption'
Experts forecast growth from product innovation despite a dropoff in sales.
Magazine
Annuities transform, spurred by fiduciary rule
Oct. 16: Analysts say new products filling the void may reverse the trend.
Trending Topics
ETF Resource Center
Asset managers
Mutual funds
Fund performance
Mutual Fund Service Guide 2017
Get MME in your inbox
Sign up for the newsletter
Daily Briefing
Sign Up
The Latest
Scorecard: Mutual fund flows for the week ending Oct. 4
Data reported by the Investment Company Institute.
A middle-market debt offer for retail investors
A recent launch from Flat Rock is designed to provide access to middle-market debt in a new way, according to the firm’s CEO, Robert Grunewald.
Pimco, Goldman seek bond ETF flexibility to compete with BlackRock
Managers are asking the SEC to relax constraints it imposed on the funds as they become the fastest growing products for investing in equities.
A new approach to hedging concentrated stock holdings – without diversifying
Stock Protection Funds could mitigate single-stock risk, but are they worth the fees?
BlackRock is said to be in talks for stake in fintech company
The world’s largest asset manager is investing in technology in part to diversify revenue as investor money flows into passive.
See more of the latest news
Voices
Technology's impact on active versus passive management
Terry Flynn
Senior Sales Manager
SimCorp North America
Firms are still losing assets despite positive performance, according to Simcorp’s senior sales manager.
Meeting the ever-increasing volume of data needs
Domenic Ionadi
Strategic Account Manager
Confluence
Operational challenges and strategic initiatives are at a crossroads.
Expansion plans? Here's what firms should read
Dan Sondhelm
CEO
Sondhelm Partners
Marketing and sales strategies are better received when firms provide information advisers are actually seeking.
Data & Research
Does aggressive turnover hurt fund returns?
Frequent buying and selling increases expenses and taxes — are these solid three-year returns worth it?
8 factors driving explosive ETF growth
Above all others, millennials are likely to include the funds in their portfolios, Schwab says.
Among 20 largest funds, which 7 had inflows?
All posted positive returns over five years, but active saw the largest outflows.
Funds best positioned for volatility
These funds have the smallest beta scores, either positive or negative, indicating the least variability from market returns.
