Blog Regulatory Tailwinds and the Growth of ETFs E xchange-Traded Fund (ETF) assets have grown dramatically in recent years. From $112 billion in…David FisherJune 6, 2024
Blog Mutual Fund Marketing: Sales Reporting and Email Strategy H istorical sales reporting can significantly enhance email marketing campaigns for mutual funds targeting new…David FisherMay 21, 2024
Blog Mutual Fund Marketing: Sales Reporting for Digital Strategy Sales reporting serves as a fundamental tool for marketers looking to maximize the impact of…David FisherMay 15, 2024
Blog Mutual Fund Marketing: Distributors and Data Analytics F or the sales and marketing teams of US mutual funds, leveraging third-party distributors helps…David FisherMay 7, 2024
Blog Omnibus Trade Reporting: A Challenge to Compensation Strategy I n the current landscape of mutual funds, intermediaries are increasingly opting for omnibus trade…David FisherApril 30, 2024
Blog The Service that Backs the Systems in Successful Sales Reporting Constructive Engagement I n the competitive arena of mutual fund management, insightful sales reporting is…David FisherApril 23, 2024