ICI

The regulator's proposal for sweeping disclosure rules is not making the asset management industry happy.

The combined fund, expected to finalize later this year, will retain the Windsor name and continue to focus on large- and mid-cap value stocks.

Nearly all of your efforts should revolve around your website, showing who you are and why your firm is different, says marketing expert Dan Sondhelm.

Fund managers may be better equipped to weather the market storm than their passive peers because of their ability to quickly cut risk.

Whether it’s the products they’re developing or the projects they’re leading, the following asset management executives are among the most talented.

Whether it’s AI managing regulations or nextgen tools acting as data scientists, executives say tech will change how asset managers work.

Data reported by the Investment Company Institute.

Building trust and credibility with financial advisors is key to stay competitive, as most work with 10 or more asset management firms.

Asset managers stand to gain from an SEC-approved ETF structure since “selection of securities is the intellectual property for which they are paid fees.”

Data reported by the Investment Company Institute.

“It’s going to become increasingly more important for financial professionals to understand the potential benefits of sustainable investing,” an executive says.

Data reported by the Investment Company Institute.

The SEC’s recently passed ETF modernization rule, which expands choice in the market, “is probably the end of the mutual fund industry.”

Data reported by the Investment Company Institute.

In a little-noticed rule change, mutual funds no longer disclose their shrinking BD commission load-sharing payments.

Data reported by the Investment Company Institute.

Asset managers are embracing new distribution technology, big data and alternative investment strategies.

Most retirement tips should be taken with a grain of salt, as not all advice can help boost prospects.

Executives say the race to zero in fund fees and improvements in data and analytics are among the top issues impacting asset management.

This year’s winners — including co-founders, managing directors and presidents — have a lot to say about how women have advanced in the industry.