News

Podcast of MMR’s March 27 Issue

Listen to the Money Management Report team bottom-line the top stories from the March 27 issue.

Editorial Staff 24 March, 2017

Plan Sponsors Tackle Climate Exposure

Potential investment risks posed by global warming and opportunities stemming from a low-carbon economy have fueled this focus.

Amrita Sareen-Tak 24 March, 2017

Consultants, Asset Managers Tout Holistic Approach In Carbon Footprint Analysis

Investors are advised to carefully consider the objectives and the goals they are trying to achieve.

Michael Paterakis 24 March, 2017

Small DC Plans Turn To Fee-Based Advisory Model

Data from Ascensus show that than three-quarters of new plans sold on the firm’s platform had a flat-fee compensation structure.

Michael Paterakis 23 March, 2017

Arnerich Massena Names New Principal

Reegan Rae also joins the firm’s shareholder group.

Michael Paterakis 23 March, 2017

New Administration Won’t Stop Fiduciary Investigations

Advisers and service providers should expect to wage a two-front battle against hostile regulators and copious litigation.

Max Viscio 23 March, 2017

News Roundup: ETF Trading Glitch Fuels Worries

Wednesday’s financial news roundup.

Staff Writer 22 March, 2017

TCW Hires Former Treasury Assistant Secretary As Managing Director

Timothy Bitsberger joins the firm as managing director for client relations.

Michael Paterakis 22 March, 2017

Southern University Searching For TDF Provider

The target-date funds must be structured as collective investment trusts.

Michael Paterakis 22 March, 2017

Hartford Launches Active Bond ETFs

Active ETFs have gained traction in the fixed-income space.

Dervedia Thomas 22 March, 2017

ESG Wave In DC Plans Coming

While there are some ongoing questions around ESG best practices, the industry believes these concerns will be resolved.

Max Viscio 22 March, 2017

News roundup: Banks Suffer From Steep Fall

Tuesday’s financial news roundup.

Staff Writer 21 March, 2017




Inquire About Membership

Fund Intelligence membership gives your firm access to an unique analysis and networking platform providing actionable data, insights and contacts that enable you to raise capital, comply with regulation and benchmark against peers.

  • Eight specialist networks for the latest industry trends
  • Direct access to actionable industry intelligence
  • Benchmarking data for flows, performance and product development
  • Peer group and allocator/advisor networking opportunities
  • Compliance data and tracking tools
  • Access to networking events and educational webinars
  • Access to our team of dedicated analysts and account handlers