Analysis

Keeping clients in mind with mental decline

Confronting dementia requires an open and honest dialogue between advisers and their clients.

Max Viscio 9 October, 2017

Q&A: New CEO at FSC preps for Jemstep partnership

Advisor Group subsidiary FSC Securities Corporation has appointed Derek Burke as its new president and CEO.

Max Viscio 29 September, 2017

Destruction from Harvey serves as reminder to shore up BCP

SEC mulls filing deadline relief in the storm’s wake.

Marissa Capodanno 13 September, 2017

The ESG Revolution

The changing investment landscape will require wealth managers to challenge their views of what an ESG investment looks like and how it fits their clients’ portfolios. 

Max Viscio 11 September, 2017

New DOL delay prolongs fiduciary rule uncertainty

This is what a two year delay could mean.

Jason Bisnoff 25 August, 2017

RIAs scale back ETFs as others test waters

RIAs are scaling back their ETF exposure even as they make greater inroads at wirehouses and independent broker-dealers.

Dervedia Thomas 17 August, 2017

Market Street: Clear as glass

 Market Street Trust believes in its mutual ownership model.

Max Viscio 8 August, 2017

Q&A: Hilliard Lyons New President Takes the Helm

Tom Kessinger recently took over as president of wealth manager Hilliard Lyons. He spoke with PAM about his new role and what he sees in his firm.

Max Viscio 7 August, 2017

Millennials favor legacy brands for robo-advice

New data reveals Millennial preferences.

Dervedia Thomas 13 July, 2017

AI hits wealth management

Artificial intelligence is on the verge of transforming how advisers engage with their clients

Max Viscio 13 July, 2017

The Chinese Takeaway

What will be the impact of MSCI’s move to include China A shares in its indices?

Max Viscio 10 July, 2017

ARK Invest sees massive capital misallocation

ARK founder Catherine Wood touted the opportunities in the market created by emerging technologies.

Max Viscio 9 June, 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