SEC says ‘numerous’ firms self-reported share class violations

Which firms took advantage of incentive may become clear in settlement orders

Marissa Capodanno 18 June, 2018

JPMorgan launches REIT ETF

Fund priced lower than Vanguard’s VNQ, uses its former benchmark

Julie Mansmann 18 June, 2018

iShares folds sector multi-factor, narrow ETF bets

A comparable Hancock sector suite has roughly seven times the assets

Julie Mansmann 18 June, 2018

Insight hires Aberdeen Standard’s US distribution chief

Jack Boyce joins the fixed income and alts boutique; his former employer had a high-profile alts platform, an analyst said

Dervedia Thomas and Noah Zuss 17 June, 2018

DC panel sees use case for biometrics in 401(k) plans

Faster authentication and fraud detection are key benefits

Noah Zuss 16 June, 2018

ICI prods SEC again over iXBRL

ICI contends that the historical data the agency requires does not warrant a move to iXBRL

Stan Wilson 15 June, 2018

SEC arm proposes new bond market review

The Investor Advisory Committee wants its proposal to complement rather than compete with any review FIMSAC recommends

Stan Wilson 15 June, 2018

SPARK panel examines global DC environment

Proposed tweaks to labor laws in Asia could help DC arrangements grow, panelists said

Noah Zuss 14 June, 2018

Fidelity rolls out factor-based bond ETFs

The commission-free launch follows Fed’s interest rate hike

Dervedia Thomas 14 June, 2018

Advisers say fund, manager selection key in ESG

Morningstar conference attendees talk meeting client demands, dissecting portfolio holdings

Julie Mansmann 14 June, 2018

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.

  • Five 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