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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.
Uncertainty in the Trump era
Given ongoing market uncertainty, we suggest a more cautious, balanced approach with portfolios.
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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.
Annuities transform, spurred by fiduciary rule
Oct. 16: Analysts say new products filling the void may reverse the trend.
ETF Resource Center
Mutual Fund Service Guide 2017
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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.
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Technology's impact on active versus passive management
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
Strategic Account Manager
Operational challenges and strategic initiatives are at a crossroads.
Expansion plans? Here's what firms should read
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.
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