Fuse Blog

“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.

Learn More >>

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.

Learn More >>

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.

Learn More >>

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.

Learn More >>

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.

Learn More >>

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.

Learn More >>

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.

Learn More >>

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.

Learn More >>

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.

Learn More >>

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.

Learn More >>