Despite the death of the DoL Conflict of Interest Rule and lack of clarity around the inclusion of sub-transfer agent (sub-TA) fees, clean-share mutual funds will likely have a...
Published September 27, 2018
'Just 53% of practices with assets under management (AUM) between $50 million and $100 million in-source their investment decision making,' said Ed Louis, a senior analyst at Cerulli, in...
Published September 6, 2018
'Asset managers are dropping fees on asset management products to near zero, instead choosing to charge for asset allocation,' says Cerulli analyst Bing Waldert.
Published July 5, 2018
