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The death of wholesaling has been foretold erroneously over and over based on ever-evolving reasons. Yet, according to FUSE’s latest Wholesaler Effectiveness survey, wholesaling still influences decisions.

According to a recent FUSE survey, nearly 90% of advisors that had a meeting with an investment specialist rated it as very valuable or somewhat valuable.

Active ETFs outsold active mutual funds by $304.5 billion year-to-date through July 2023, netting inflows of $56.6 billion while mutual funds experienced net outflows of $247.9 billion.

At the end of July, the asset-weighted average discount was 6.8% for equity closed-funds and 9.7% for fixed income.

FUSE expects interval funds to continue growing at a relatively rapid pace of 16% on average per year, topping $100 billion in total assets before 2026.

Advisor asset share from top three wholesaler relationships is projected to reach 47% in 2028.

Findings from our Advisor Top Trends for 2023 show a clear correlation between an advisor’s age and their active/passive strategy preferences for ETFs, mutual funds, and separate accounts.

Through 1H23, net outflows from U.S. ESG/Sustainable open-end funds and ETFs totaled more than $5.5 billion.

Based on our Email KPI survey, more than half of marketers reported growth in the number of emails they sent to advisors as well as average click-through rates.

Our recently published National Accounts 2023 BenchMark study revealed the increasing embrace of the due diligence function within National Accounts teams.