Lasting Provider Shakeup Expected From Passive Investing Shift |
Over the past decade almost $3 trillion has moved from discretionary stock-picking funds to index-aligned investment strategies, according to TABB Group’s latest research, driven by both U.S. and European regulation.
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Passive Strategies Dominated Fund Flows in March |
Long-term mutual funds and exchange-traded products experienced net deposits of $75.4 billion in March, slightly down from the $79.4 billion in net new flows seen in February, according to Strategic Insight, parent company of PLANADVISER.
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Housing Wealth Remains Key Retirement Income Source |
When real estate is considered, households may be in better shape for retirement than anticipated, according to Hearts & Wallets.
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From the Magazine: Supersized |
Leveraging provider resources can help achieve efficiencies and expand your business.
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