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Proprietary Fund Usage

Highlights of BrightScope’s proprietary research

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Data & Research

December 5th, 2024

Retail Investing AUM Will Likely Slow in Next 5 Years, But Sales Will Rebound

A forecast from ISS Market Intelligence shows overall retail investment assets down in the next five years, but with product...

Data & Research

September 20th, 2024

US Retirement Assets Hit Record $40T

Asset growth is led by an increase in holdings in IRAs and 401(k) plans.

Compliance

September 3rd, 2024

Raymond James Fined Over Mutual Fund Monitoring

FINRA fined two of the firm’s subsidiaries a total of $1.8 million for allegations of failing to properly review mutual...

Investment Focus PLANADVISER November / December 2017

Zero/Zero Share Classes Hit $1.2t

74 investment managers now offer these funds

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Client Service

January 2nd, 2025

Crossmark’s Doll Projects Fewer Tailwinds and More ‘Tail Risks’ in 2025

Anticipate slower economic growth, persistent inflation and widening credit spreads, says market forecaster Bob Doll.

Data & Research

December 5th, 2024

Retail Investing AUM Will Likely Slow in Next 5 Years, But Sales Will Rebound

A forecast from ISS Market Intelligence shows overall retail investment assets down in the next five years, but with product...

Data & Research

September 20th, 2024

US Retirement Assets Hit Record $40T

Asset growth is led by an increase in holdings in IRAs and 401(k) plans.