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Mutual funds with the highest cash holdings
Various measures of what constitutes cash can produce different analyses. This list uses net cash positions at the largest funds.
Uncertainty in the Trump era
Given ongoing market uncertainty, we suggest a more cautious, balanced approach with portfolios.
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To beat passive, get active in your marketing
Managers must demonstrate their ability to deliver a unique market exposure, an expert says.
Boosted by ETFs, BlackRock nears $6T milestone
The manager’s third quarter revenue topped analysts’ expectations thanks to its iShares business.
TD Ameritrade bolts ahead in fee war
Oct. 23: The custodian plans to offer advisors and retail investors access to 296 commission-free ETFs.
ETF Resource Center
Mutual Fund Service Guide 2017
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Scorecard: Top 50 fund groups for the month of September
Data reported by FUSE Research.
TD's new ETF menu could send competitors scrambling
In price wars wars, the firm bolts ahead in the race to zero by nearly tripling its roster of commission-free funds.
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.
Invesco buys ETF business from Guggenheim: News Scan
The acquisition is expected to provide access to a wide range of smart beta products.
Scorecard: Mutual fund flows for the week ending Oct. 4
Data reported by the Investment Company Institute.
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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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