Loren Fox, Director of Research, FUSE Research Network, outlined how in April & early May 2024, FUSE and the SME Forum conducted a data talent and structures survey with 26 asset manager members with more than $5.1 trillion in aggregate intermediary (“retail”) assets which included all products sold through advisor channels: mutual funds, ETFs, SMAs, interval funds, non-traded BDCs, etc.
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Article published on July 2, 2024