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“Dewey Defeats Truman!”
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.
Advisor Meetings with Specialists Provide High ROI
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 ETF Net Inflows Remain Strong While Mutual Funds Continue to Struggle
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.
Closed-End Fund Activity Remains Muted
At the end of July, the asset-weighted average discount was 6.8% for equity closed-funds and 9.7% for fixed income.
Rapid Growth in Interval Funds to Continue
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.
Asset Share from Top Three Wholesaler Relationships Expected to Heat Up
Advisor asset share from top three wholesaler relationships is projected to reach 47% in 2028.
Advisor Age-Driven Choices Between Active and Passive Strategies
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.
ESG Funds and ETFs See Net Outflows in 1H 2023
Through 1H23, net outflows from U.S. ESG/Sustainable open-end funds and ETFs totaled more than $5.5 billion.
Personalization: At the Heart of Engaging Clients
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.
Due Diligence Grows in Prominence
Our recently published National Accounts 2023 BenchMark study revealed the increasing embrace of the due diligence function within National Accounts teams.