Analysis

The 2017 Rising Stars of Mutual Funds

Winners nominated by their peers, mentors and colleagues, with additional research and determination by FI staff.

Joel Kranc 22 February, 2017

Morningstar’s Joe Mansueto Named Lifetime Achievement Winner

Morningstar’s founder will be honored by Fund Action on March 30.

Dervedia Thomas 21 February, 2017

Behavioral Finance Favoring Stock Market Bullishness

Behavioral finance firm may go double long the S&P 500.

Dervedia Thomas 21 February, 2017

Oppenheimer Makes Practice Management Push

As advisers become less and less willing to meet with wholesalers, Oppenheimer is using different tactics.

Dervedia Thomas 13 February, 2017

The Fiduciary Rule’s Emotional Rollercoaster

Trump adds regulatory unpredictability.

Max Viscio 10 February, 2017

Advisers Falling Out Of Love With Wholesalers

It’s getting harder out there for wholesalers.

Max Viscio 10 February, 2017

Examining The Trump Infrastructure Trade

Allocations to utilities vary by offering, opportunities available in non-infrastructure branded products.

Dervedia Thomas 6 February, 2017

Industry digests 2017 SEC exam priorities

The Office of Compliance Inspections and Examination of the Securities and Exchange Commission has released their annual examination priorities for 2017.

Jason Bisnoff 1 February, 2017

Touchstone Competes On High Active, Non-Consultative Approach

As investors chase passive, Touchstone pushes conviction to stand out.

Dervedia Thomas 30 January, 2017

Inside ETFs: Opinions Vary On Trump’s US Market Impact

Portfolio analysts and market strategists differed on the health of the stock market under the new administration.

Dervedia Thomas 24 January, 2017

Women In ETFs: Big Data, Budgets Key To Diversity

The investment management industry needs to put their money where their mouths are when attempting to create diversity

Dervedia Thomas 24 January, 2017

Innovate Or Die In DC World

Fund firms entering the DC space need to find a way to stand out from the crowd.

Max Viscio 23 January, 2017




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