Fuse Blog

351 Conversions Grow in Popularity as Regulatory Risks Emerge

351 conversions have gained significant traction as a tax-efficient way to move SMA assets into ETFs, but rapid growth and increased IRS scrutiny are creating ...
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Marketing Teams’ Success Metrics Emphasize Consideration Phase

Three of the top four metrics used by asset manager marketing teams to gauge their success center on advisors' consideration phase.
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The Path to Tokenized ETFs

From regulatory approvals to live market activity, tokenization is moving from concept to market infrastructure.
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Active ETF Marketing Tactics

Active ETFs give marketers the opportunity to build awareness and recognition around individual product tickers.
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M&A: The Big Get Bigger

Asset management M&A is accelerating, with larger deals fueling a new wave of consolidation.
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ETF Share Classes: Slow Rollout and Limited Adoption Among Existing Shareholders

ETF share class adoption remains modest, averaging just over 2.4% of total fund AUM.
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Next-Gen Advisors Embrace Models

Nearly half of surveyed advisor accounts are now managed through models, based on FUSE's "Portfolio Construction: The Advisor View."
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Monitoring Existing Product Lineups

Product teams use various criteria to monitor their existing product lineups. Two universal factors are sales feedback and the asset level of the strategy.
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Beyond Likes: How Advisors Really Engage

Advisors overwhelmingly consume rather than create social content; creators skew younger, signaling a shift in distribution strategy as the advisor base turns over.
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Fewer Partners, Higher Stakes

Fewer distribution partners are raising the strategic importance of Strategic Relations teams.
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