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Entire Library of Reports
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July 2022 Sub-Advisory Mandate Change Report
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Mandate Change Report - May 2022
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June 2022 FlowWatch
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Simfund VA Flow Watch May 2022
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June 2022 Sub-Advisory Mandate Change Report
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Mandate Change Report - April 2022
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May 2022 FlowWatch
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Simfund VA Flow Watch April 2022
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May 2022 Windows
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Windows into Asset Management: May 2022
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May 2022 Sub-Advisory Mandate Change Report
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Mandate Change Report - March 2022
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April 2022 FlowWatch
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Simfund VA Flow Watch March 2022
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April 2022 Sub-Advisory Mandate Change Report
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Mandate Change Report - February 2022
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March 2022 Sub-Advisory Quarterly Highlights
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Subadvisory Quarterly Overview, 4Q 2021
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March 2022 FlowWatch
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Simfund VA Flow Watch February 2022
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March 2022 Sub-Advisory Mandate Change Report
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Mandate Change Report - January 2022
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February 2022 FlowWatch
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Simfund VA Flow Watch January 2022
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February 2022 Windows
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Windows into Asset Management February 2022
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February 2022 Sub-Advisory Mandate Change Report
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Mandate Change Report - December 2021
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January 2022 FlowWatch
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Simfund VA Flow Watch December 2021
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January 2022 Sub-Advisory Mandate Change Report
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Mandate Change Report - November 2021
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December 2021 Sub-Advisory Quarterly Highlights
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Subadvisory Quarterly Overview, 3Q 2021
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December 2021 FlowWatch
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Simfund VA Flow Watch November 2021
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December 2021 Sub-Advisory Mandate Change Report
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Mandate Change Report - October 2021
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November 2021 FlowWatch
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Simfund VA Flow Watch October 2021
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November 2021 Windows
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Windows into Asset Management November 2021
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November 2021 Sub-Advisory Mandate Change Report
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Mandate Change Report - September 2021
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October 2021 FlowWatch
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Simfund VA Flow Watch September 2021
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October 2021 Sub-Advisory Mandate Change Report
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Mandate Change Report - August 2021
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September 2021 FlowWatch
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Simfund VA Flow Watch August 2021
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September 2021 Sub-Advisory Quarterly Highlights
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Subadvisory Quarterly Overview, 2Q 2021
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September 2021 Sub-Advisory Mandate Change Report
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Mandate Change Report - July 2021
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August 2021 FlowWatch
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Simfund VA Flow Watch July 2021
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August 2021 Windows
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Windows into Asset Management August 2021
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August 2021 Sub-Advisory Mandate Change Report
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Mandate Change Report - June 2021
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July 2021 FlowWatch
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Simfund VA Flow Watch June 2021
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July 2021 Sub-Advisory Mandate Change Report
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Mandate Change Report - May 2021
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June 2021 FlowWatch
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Simfund VA Flow Watch May 2021
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June 2021 Sub-Advisory Quarterly Highlights
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Subadvisory Quarterly Overview, 1Q 2021
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June 2021 Sub-Advisory Mandate Change Report
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Mandate Change Report - April 2021
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May 2021 FlowWatch
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Simfund VA Flow Watch April 2021
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May 2021 Windows
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Windows into Asset Management May 2021
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May 2021 Sub-Advisory Mandate Change Report
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Mandate Change Report - March 2021
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April 2021 FlowWatch
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Simfund VA Flow Watch February 2021
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April 2021 Sub-Advisory Mandate Change Report
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Mandate Change Report - February 2021
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March 2021 FlowWatch
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Simfund VA Flow Watch February 2021
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March 2021 Sub-Advisory Quarterly Highlights
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Subadvisory Quarterly Overview, 4Q 2020
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March 2021 Sub-Advisory Mandate Change Report
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Mandate Change Report - January 2021
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February 2021 FlowWatch
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Simfund VA Flow Watch January 2021
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February 2021 Windows
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Windows into Asset Management February 2021
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February 2021 Sub-Advisory Mandate Change Report
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Mandate Change Report - December 2020
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January 2021 FlowWatch
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Simfund VA Flow Watch December 2020
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January 2021 Sub-Advisory Mandate Change Report
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Mandate Change Report - November 2020
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December 2020 FlowWatch
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Simfund VA Flow Watch November 2020
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December 2020 Sub-Advisory Mandate Change Report
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Mandate Change Report - October 2020
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December 2020 Sub-Advisory Quarterly Highlights
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Subadvisory Quarterly Overview, 3Q 2020
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November 2020 FlowWatch
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Simfund VA Flow Watch October 2020
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November 2020 Windows
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Windows into Asset Management November 2020
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November 2020 Sub-Advisory Mandate Change Report
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Mandate Change Report - September 2020
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October 2020 FlowWatch
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Simfund VA Flow Watch September 2020
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October 2020 Sub-Advisory Mandate Change Report
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Mandate Change Report - August 2020
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September 2020 FlowWatch
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Simfund VA Flow Watch August 2020
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September 2020 Sub-Advisory Mandate Change Report
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Mandate Change Report - July 2020
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September 2020 Sub-Advisory Quarterly Highlights
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Subadvisory Quarterly Overview, 2Q 2020
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August 2020 FlowWatch
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Simfund VA Flow Watch July 2020
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August 2020 Windows
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Windows into Asset Management August 2020
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August 2020 Sub-Advisory Mandate Change Report
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Mandate Change Report - June 2020
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August 2020 Sub-Advisory Breakpoint Fee Schedule Databook
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Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2020-Q2
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August 2020 Sub-Advisory Breakpoint Fee Schedule Databook
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Subadvisory Breakpoint Fee Schedule Databook - 2020-Q2
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August 2020 Sub-Advisory Market Share Databook
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Subadvisory Market Share Databook - 2020-Q2
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August 2020 Sub-Advisory Performance Databook
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Subadvisory Performance by Mstar Databook - 2020-Q2
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August 2020 Sub-Advisory Performance Databook
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Subadvisory Performance Databook - 2020-Q2
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July 2020 FlowWatch
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Simfund VA Flow Watch June 2020
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July 2020 Sub-Advisory Mandate Change Report
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Mandate Change Report - May 2020
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June 2020 FlowWatch
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Simfund VA Flow Watch May 2020
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June 2020 Sub-Advisory Quarterly Highlights
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Subadvisory Quarterly Overview, 1Q 2020
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June 2020 Sub-Advisory Mandate Change Report
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Mandate Change Report - April 2020
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June 2020 Windows
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Windows into Asset Management June 2020
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May 2020 FlowWatch
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Simfund VA Flow Watch April 2020
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May 2020 529 Fee Analysis
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1Q 2020 529 Fee Analysis
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May 2020 529 Data Quarterly
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1Q 2020 529 Quarterly Data Update
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May 2020 529 Qualitive Quarterly
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1Q 2020 529 Quarterly Update
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May 2020 Sub-Advisory Mandate Change Report
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Mandate Change Report - March 2020
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May 2020 Sub-Advisory Breakpoint Fee Schedule Databook
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Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2020-Q1
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May 2020 Sub-Advisory Breakpoint Fee Schedule Databook
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Subadvisory Breakpoint Fee Schedule Databook - 2020-Q1
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May 2020 Sub-Advisory Market Share Databook
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Subadvisory Market Share Databook - 2020-Q1
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May 2020 Sub-Advisory Performance Databook
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Subadvisory Performance by Mstar Databook - 2020-Q1
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May 2020 Sub-Advisory Performance Databook
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Subadvisory Performance Databook - 2020-Q1
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April 2020 FlowWatch
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Simfund VA Flow Watch March 2020
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April 2020 Sub-Advisory Mandate Change Report
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Mandate Change Report - February 2020
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March 2020 FlowWatch
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Simfund VA Flow Watch February 2020
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March 2020 Sub-Advisory Quarterly Highlights
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Subadvisory Quarterly Overview, 4Q 2019
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March 2020 Sub-Advisory Mandate Change Report
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Mandate Change Report - January 2020
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March 2020 Windows
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Windows into the Mutual Fund Industry March 2020
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February 2020 FlowWatch
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Simfund VA Flow Watch January 2020
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February 2020 Sub-Advisory Mandate Change Report
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Mandate Change Report - December 2019
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February 2020 529 Fee Analysis
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4Q 2019 529 Fee Analysis
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February 2020 529 Data Quarterly
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4Q 2019 529 Quarterly Data Update
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February 2020 529 Qualitive Quarterly
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4Q 2019 529 Quarterly Update
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February 2020 Sub-Advisory Breakpoint Fee Schedule Databook
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Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2019-Q4
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February 2020 Sub-Advisory Breakpoint Fee Schedule Databook
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Subadvisory Breakpoint Fee Schedule Databook - 2019-Q4
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February 2020 Sub-Advisory Market Share Databook
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Subadvisory Market Share Databook - 2019-Q4
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February 2020 Sub-Advisory Performance Databook
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Subadvisory Performance by Mstar Databook - 2019-Q4
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February 2020 Sub-Advisory Performance Databook
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Subadvisory Performance Databook - 2019-Q4
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January 2020 FlowWatch
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Simfund VA Flow Watch December 2019
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January 2020 Flow Watch Statistics
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December 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
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January 2020 Sub-Advisory Mandate Change Report
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Mandate Change Report - November 2019
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December 2019 Windows
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Windows into the Mutual Fund Industry November 2019
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December 2019 Sub-Advisory Mandate Change Report
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Mandate Change Report - October 2019
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December 2019 Flow Watch Statistics
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November 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
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December 2019 Sub-Advisory Quarterly Highlights
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Subadvisory Quarterly Overview, 3Q 2019
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November 2019 FlowWatch
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Simfund VA Flow Watch October 2019
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November 2019 Sub-Advisory Breakpoint Fee Schedule Databook
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Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2019-Q3
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November 2019 Sub-Advisory Breakpoint Fee Schedule Databook
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Subadvisory Breakpoint Fee Schedule Databook - 2019-Q3
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November 2019 Sub-Advisory Market Share Databook
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Subadvisory Market Share Databook - 2019-Q3
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November 2019 Sub-Advisory Performance Databook
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Subadvisory Performance by Mstar Databook - 2019-Q3
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November 2019 Sub-Advisory Performance Databook
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Subadvisory Performance Databook - 2019-Q3
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November 2019 Sub-Advisory Mandate Change Report
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Mandate Change Report - September 2019
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November 2019 Flow Watch Statistics
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October 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
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November 2019 529 Fee Analysis
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3Q 2019 529 Fee Analysis
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November 2019 529 Data Quarterly
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3Q 2019 529 Quarterly Data Update
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November 2019 529 Qualitive Quarterly
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3Q 2019 529 Quarterly Update
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October 2019 FlowWatch
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Simfund VA Flow Watch September 2019
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October 2019 Sub-Advisory Mandate Change Report
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Mandate Change Report - August 2019
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October 2019 Flow Watch Statistics
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September 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
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September 2019 FlowWatch
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Simfund VA Flow Watch August 2019
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September 2019 FlowWatch
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Simfund VA Flow Watch November 2019
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September 2019 Sub-Advisory Mandate Change Report
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Mandate Change Report - July 2019
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September 2019 Flow Watch Statistics
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August 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
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September 2019 Sub-Advisory Quarterly Highlights
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Subadvisory Quarterly Overview, 2Q 2019
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September 2019 Windows
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Windows into the Mutual Fund Industry August 2019
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August 2019 FlowWatch
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Simfund VA Flow Watch July 2019
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August 2019 Global ETF FlowWatch
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Global ETF Flow Watch Report: June 2019
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August 2019 Flow Watch Statistics
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July 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
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August 2019 Sub-Advisory Mandate Change Report
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Mandate Change Report - June 2019
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August 2019 Sub-Advisory Market Share Databook
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Subadvisory Market Share Databook - 2019-Q2
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August 2019 Sub-Advisory Breakpoint Fee Schedule Databook
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Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2019-Q2
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August 2019 Sub-Advisory Breakpoint Fee Schedule Databook
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Subadvisory Breakpoint Fee Schedule Databook - 2019-Q2
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August 2019 Sub-Advisory Performance Databook
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Subadvisory Performance by Mstar Databook - 2019-Q2
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August 2019 Sub-Advisory Performance Databook
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Subadvisory Performance Databook - 2019-Q2
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August 2019 529 Fee Analysis
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2Q 2019 529 Fee Analysis
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August 2019 529 Data Quarterly
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2Q 2019 529 Quarterly Data Update
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August 2019 529 Qualitive Quarterly
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2Q 2019 529 Quarterly Update
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July 2019 FlowWatch
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Simfund VA Flow Watch June 2019
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July 2019 Sub-Advisory Mandate Change Report
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Mandate Change Report - May 2019
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July 2019 Flow Watch Statistics
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June 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
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July 2019 Global ETF FlowWatch
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Global ETF Flow Watch Report: May 2019
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July 2019 FlowWatch
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Simfund VA Flow Watch May 2019
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June 2019 Flow Watch Statistics
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May 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
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June 2019 Sub-Advisory Mandate Change Report
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Mandate Change Report - April 2019
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June 2019 Sub-Advisory Quarterly Highlights
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Subadvisory Quarterly Overview, 1Q 2019
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June 2019 Global ETF FlowWatch
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Global ETF Flow Watch Report: April 2019
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June 2019 Windows
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Windows Into the Mutual Fund Industry May 2019
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May 2019 FlowWatch
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Simfund VA Flow Watch April 2019
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May 2019 529 Qualitive Quarterly
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1Q 2019 529 Quarterly Update
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May 2019 Sub-Advisory Breakpoint Fee Schedule Databook
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Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2019-Q1
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May 2019 Sub-Advisory Breakpoint Fee Schedule Databook
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Subadvisory Breakpoint Fee Schedule Databook - 2019-Q1
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May 2019 Sub-Advisory Market Share Databook
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Subadvisory Market Share Databook - 2019-Q1
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May 2019 Sub-Advisory Performance Databook
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Subadvisory Performance by Mstar Databook - 2019-Q1
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May 2019 Sub-Advisory Performance Databook
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Subadvisory Performance Databook - 2019-Q1
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May 2019 Flow Watch Statistics
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April 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
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May 2019 Sub-Advisory Mandate Change Report
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Mandate Change Report - March 2019
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May 2019 Global ETF FlowWatch
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Global ETF Flow Watch Report: March 2019
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May 2019 529 Fee Analysis
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1Q 2019 529 Fee Analysis
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May 2019 529 Data Quarterly
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1Q 2019 529 Quarterly Data Update
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April 2019 FlowWatch
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Simfund VA Flow Watch March 2019
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April 2019 529 Views
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529 Views - 529 and ABLE Industry Round-Up
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April 2019 Flow Watch Statistics
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March 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
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April 2019 Sub-Advisory Mandate Change Report
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Mandate Change Report - February 2019
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April 2019 529 Views
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529 Views - Target Date Product Developments
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April 2019 Global ETF FlowWatch
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Global ETF Flow Watch Report: February 2018
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April 2019 529 Views
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529 Views - SECURE Act
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March 2019 FlowWatch
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Simfund VA Flow Watch February 2019
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March 2019 529 Views
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529 Views - CSF Conference 2019: Top 5 Key Takeaways
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March 2019 529 Views
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529 Views - Top 10 Product Development Themes from the Alabama RFP
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March 2019 Flow Watch Statistics
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February 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
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March 2019 Sub-Advisory Mandate Change Report
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Mandate Change Report - January 2019
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March 2019 529 Views
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529 Views - 529 Gross Contributions, Gross Distributions, and Net Sales, 2017 and 2018
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March 2019 Global ETF FlowWatch
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Global ETF Flow Watch Report: January 2019
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March 2019 Sub-Advisory Quarterly Highlights
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Subadvisory Quarterly Overview, 4Q 2018
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March 2019 529 Views
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529 Views - Historical 1-Year 529 Account Growth
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February 2019 FlowWatch
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Simfund VA Flow Watch January 2019
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February 2019 Windows
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Windows Into the Mutual Fund Industry February 2019
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February 2019 529 Views
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529 Views - Benchmarking New Account Growth
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February 2019 529 Views
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529 Views - Benchmarking Fourth Quarter Gross Contributions
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February 2019 Sub-Advisory Mandate Change Report
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Mandate Change Report - December 2018
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February 2019 Flow Watch Statistics
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January 2019 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
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February 2019 Sub-Advisory Breakpoint Fee Schedule Databook
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Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2018-Q4
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February 2019 Sub-Advisory Breakpoint Fee Schedule Databook
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Subadvisory Breakpoint Fee Schedule Databook - 2018-Q4
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February 2019 Sub-Advisory Market Share Databook
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Subadvisory Market Share Databook - 2018-Q4
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February 2019 Sub-Advisory Performance Databook
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Subadvisory Performance by Mstar Databook - 2018-Q4
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February 2019 Sub-Advisory Performance Databook
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Subadvisory Performance Databook - 2018-Q4
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February 2019 529 Views
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529 Views - Market Data on Gross Distributions
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February 2019 529 Qualitive Quarterly
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4Q 2018 529 Quarterly Update
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February 2019 Global ETF FlowWatch
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Global ETF Flow Watch Report: December 2018
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February 2019 529 Data Quarterly
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4Q 2018 529 Quarterly Data Update
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February 2019 529 Views
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529 Views - 4Q 2018 529 and ABLE Market Sizing
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January 2019 FlowWatch
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Simfund VA Flow Watch - December 2018
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January 2019 529 Views
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529 Views - 529 Rollover Market Data
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January 2019 529 Views
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529 Views - Savings Rates
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January 2019 Flow Watch Statistics
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December 2018 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
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January 2019 529 Views
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529 Views - Convertible C Updates, Contract Renewals, and Product Developments
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January 2019 Sub-Advisory Mandate Change Report
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Mandate Change Report - November 2018
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January 2019 Global ETF FlowWatch
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Global ETF Flow Watch Report: November 2018
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January 2019 529 Fee Analysis
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4Q 2018 529 Fee Analysis
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January 2019 529 Views
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529 Views - 529 and ABLE Industry Round-Up
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December 2018 529 Views
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529 Views - Top 5 Themes to Watch in 2019
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December 2018 FlowWatch
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Simfund VA Flow Watch - November 2018
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December 2018 Sub-Advisory Quarterly Highlights
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Subadvisory Quarterly Overview, 3Q 2018
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December 2018 529 Views
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529 Views - 529 and ABLE Industry Round-Up
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December 2018 529 Views
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529 Views - Estimated RIA Market Sizing
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December 2018 Sub-Advisory Mandate Change Report
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Mandate Change Report - October 2018
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December 2018 Flow Watch Statistics
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November 2018 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
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December 2018 529 Views
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529 Views - Market Sizing RIA Plans and Shareclasses
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December 2018 Global ETF FlowWatch
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Global ETF Flow Watch Report: October 2018
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December 2018 529 Views
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529 Views - Washington State Market Sizing Inquiry
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November 2018 FlowWatch
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Simfund VA Flow Watch - October 2018
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November 2018 Windows
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Windows Into the Mutual Fund Industry November 2018
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November 2018 529 Views
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529 Views - Investment Option Level Analysis
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November 2018 529 Views
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529 Views - 529 and ABLE Industry Round-Up
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November 2018 Sub-Advisory Mandate Change Report
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Mandate Change Report - September 2018
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November 2018 529 Qualitive Quarterly
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3Q 2018 529 Quarterly Update
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November 2018 Flow Watch Statistics
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October 2018 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
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November 2018 Sub-Advisory Market Share Databook
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Subadvisory Market Share Databook - 2018-Q3
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November 2018 529 Data Quarterly
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3Q 2018 529 Quarterly Data Update
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November 2018 529 Views
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529 Views - 529 Advisor Channel Investment Line-Ups
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November 2018 Sub-Advisory Breakpoint Fee Schedule Databook
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Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2018-Q3
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November 2018 Sub-Advisory Breakpoint Fee Schedule Databook
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Subadvisory Breakpoint Fee Schedule Databook - 2018-Q3
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November 2018 Sub-Advisory Performance Databook
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Subadvisory Performance by Mstar Databook - 2018-Q3
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November 2018 Sub-Advisory Performance Databook
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Subadvisory Performance Databook - 2018-Q3
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November 2018 Global ETF FlowWatch
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Global ETF FLow Watch Report: September 2018
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November 2018 529 Views
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529 Views - Industry Round-Up
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October 2018 FlowWatch
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Simfund VA Flow Watch - September 2018
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October 2018 529 Views
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529 Views - 3Q 2018 Market Sizing
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October 2018 529 Views
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529 Views - MSRB G-45
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October 2018 Flow Watch Statistics
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September 2018 Flow Watch: Mutual Fund Management Companies Ranking and Analysis
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October 2018 Sub-Advisory Mandate Change Report
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Mandate Change Report - August 2018
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October 2018 529 Views
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529 Views - Amplify 2018
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October 2018 529 Fee Analysis
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3Q 2018 529 Fee Analysis
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October 2018 529 Views
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529 Views - Gifting
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October 2018 Global ETF FlowWatch
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Global ETF FlowWatch - August 2018
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October 2018 Sub-Advisory Quarterly Highlights
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Subadvisory Quarterly Overview, 2Q 2018 - Webinar
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October 2018 529 Views
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529 Views - 529 Industry Round-Up
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September 2018 FlowWatch
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Simfund VA Flow Watch - August 2018
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September 2018 Sub-Advisory Quarterly Highlights
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Subadvisory Quarterly Overview, 2Q 2018
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September 2018 529 Views
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529 Views - Minimum Contribution Size
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September 2018 529 Views
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529 Views - Average Contribution per Account per Year
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September 2018 Flow Watch Statistics
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August 2018 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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September 2018 Sub-Advisory Mandate Change Report
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Mandate Change Report - July 2018
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September 2018 529 Views
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529 Views - Market Data on Conservative Investment Options
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September 2018 Global ETF FlowWatch
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Global ETF FlowWatch - July 2018
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September 2018 529 Views
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529 Views - Historical First Half of Year Gross Distributions
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August 2018 FlowWatch
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VA Flow Watch Report 1807
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August 2018 529 Views
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529 Views - College Financial Planning Employer Benefits
|
August 2018 Windows
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Windows Into the Mutual Fund Industry August 2018
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August 2018 529 Views
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529 Views - Number of New Accounts
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August 2018 Sub-Advisory Mandate Change Report
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Mandate Change Report - June 2018
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August 2018 Sub-Advisory Breakpoint Fee Schedule Databook
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Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2018-Q2
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August 2018 Sub-Advisory Breakpoint Fee Schedule Databook
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Subadvisory Breakpoint Fee Schedule Databook - 2018-Q2
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August 2018 Sub-Advisory Market Share Databook
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Subadvisory Market Share Databook - 2018-Q2
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August 2018 Sub-Advisory Performance Databook
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Subadvisory Performance by Mstar Databook - 2018-Q2
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August 2018 Sub-Advisory Performance Databook
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Subadvisory Performance Databook - 2018-Q2
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August 2018 Flow Watch Statistics
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July 2018 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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August 2018 529 Qualitive Quarterly
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2Q 2018 529 Quarterly Update
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August 2018 529 Views
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529 Views - Historical 2Q Gross Sales and Distributions
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August 2018 Global ETF FlowWatch
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Global ETF FlowWatch - June 2018
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August 2018 Sub-Advisory Insight
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Subadvisory Insight, 3Q & 4Q 2017
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August 2018 529 Data Quarterly
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2Q 2018 529 Quarterly Data Update
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August 2018 529 Views
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529 Views - Cost of Single- vs. Multi-Managed Plans
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July 2018 FlowWatch
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June 2018 - Simfund VA Fund Flow Watch
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July 2018 529 Views
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529 Views - Industry Round-Up
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July 2018 529 Views
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529 Views - Advisor-Sold Share Class Usage
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July 2018 529 Views
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529 Views - Louisiana Program for K-12 Tuition
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July 2018 Flow Watch Statistics
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June 2018 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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July 2018 Sub-Advisory Mandate Change Report
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Mandate Change Report - May 2018
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July 2018 529 Fee Analysis
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2Q 2018 529 Fee Analysis
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July 2018 529 Views
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529 Views - 529 Industry Round-Up
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July 2018 Global ETF FlowWatch
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Global ETF FlowWatch - May 2018
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July 2018 529 Views
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529 Views - Convertible C Shares Updates
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June 2018 FlowWatch
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Simfund VA May 2018 Flow Watch
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June 2018 529 Views
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529 Views - Historical 2Q Gross Sales and Gross Distributions
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June 2018 529 Views
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529 Views - Convertible C Shares
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June 2018 Flow Watch Statistics
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May 2018 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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June 2018 Sub-Advisory Mandate Change Report
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Mandate Change Report - April 2018
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June 2018 529 Views
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529 Views - CSPN Conference 2018
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June 2018 Global ETF FlowWatch
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Global ETF FlowWatch - April 2018
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June 2018 529 Views
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529 Views - Investment Expenses
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May 2018 Sub-Advisory Quarterly Highlights
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Subadvisory Quarterly Overview, 1Q 2018
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May 2018 FlowWatch
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VA Flow Watch 1804
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May 2018 529 Views
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529 Views - ICI Conference 2018
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May 2018 Windows
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Windows Into the Mutual Fund Industry May 2018
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May 2018 529 Views
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529 Views - Annual Gross Distributions
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May 2018 Flow Watch Statistics
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April 2018 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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May 2018 529 Views
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529 Views - Gross Distributions
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May 2018 529 Qualitive Quarterly
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1Q 2018 529 Quarterly Update
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May 2018 Sub-Advisory Mandate Change Report
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Mandate Change Report - March 2018
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May 2018 Sub-Advisory Breakpoint Fee Schedule Databook
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Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2018-Q1
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May 2018 Sub-Advisory Breakpoint Fee Schedule Databook
|
Subadvisory Breakpoint Fee Schedule Databook - 2018-Q1
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May 2018 Sub-Advisory Market Share Databook
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Subadvisory Market Share Databook - 2018-Q1
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May 2018 Sub-Advisory Performance Databook
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Subadvisory Performance by Mstar Databook - 2018-Q1
|
May 2018 Sub-Advisory Performance Databook
|
Subadvisory Performance Databook - 2018-Q1
|
May 2018 Global ETF FlowWatch
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Global ETF FlowWatch - March 2018
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May 2018 529 Views
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529 Views - 1Q 2018 529 and ABLE Market Sizing
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May 2018 529 Data Quarterly
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1Q 2018 529 Quarterly Data Update
|
April 2018 529 Views
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529 Views - 1Q 2018 Market Sizing
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April 2018 FlowWatch
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Simfund VA Flow watch March 2018
|
April 2018 529 Views
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529 Views - 529 Prepaid Plan Market Sizing
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April 2018 Flow Watch Statistics
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March 2018 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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April 2018 529 Views
|
529 Views - Conservative Investment Options
|
April 2018 Sub-Advisory Insight
|
Subadvisory Insight, 2Q 2017
|
April 2018 529 Views
|
529 Views - Convertible C Shares
|
April 2018 Sub-Advisory Mandate Change Report
|
Mandate Change Report - February 2018
|
April 2018 529 Fee Analysis
|
1Q 2018 529 Fee Analysis
|
April 2018 Global ETF FlowWatch
|
Global ETF FlowWatch - February 2018
|
April 2018 529 Views
|
529 Views - 2017 New 529 Savings Plans
|
March 2018 FlowWatch
|
Simfund VA - Flow Watch February 2018
|
March 2018 529 Views
|
529 Views - CSF Conference 2018
|
March 2018 529 Views
|
529 Views - Convertible C Shares
|
March 2018 Flow Watch Statistics
|
February 2018 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
March 2018 529 Views
|
529 Views - Investment Option Level Data
|
March 2018 Sub-Advisory Mandate Change Report
|
Mandate Change Report - January 2018
|
March 2018 Global ETF FlowWatch
|
Global ETF FlowWatch - January 2018
|
March 2018 529 Views
|
529 Views - Employer Channel Data
|
February 2018 Sub-Advisory Quarterly Highlights
|
Subadvisory Quarterly Overview, 4Q 2017
|
February 2018 FlowWatch
|
VA Flow Watch - 1801
|
February 2018 Overviews
|
Annual Update: Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2016
|
February 2018 Overviews
|
Annual Update: Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2016
|
February 2018 529 Views
|
529 Views - 529 Industry Round-Up
|
February 2018 Windows
|
Windows Into the Mutual Fund Industry February 2018
|
February 2018 529 Views
|
529 Views - Investment Option Level Analysis
|
February 2018 Flow Watch Statistics
|
January 2018 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
February 2018 Sub-Advisory Mandate Change Report
|
Mandate Change Report - December 2017
|
February 2018 Sub-Advisory Breakpoint Fee Schedule Databook
|
Subadvisory Breakpoint Fee Schedule By Mstar Databook - 2017-Q4
|
February 2018 Sub-Advisory Breakpoint Fee Schedule Databook
|
Subadvisory Breakpoint Fee Schedule Databook - 2017-Q4
|
February 2018 Sub-Advisory Market Share Databook
|
Subadvisory Market Share Databook - 2017-Q4
|
February 2018 Sub-Advisory Performance Databook
|
Subadvisory Performance by Mstar Databook - 2017-Q4
|
February 2018 Sub-Advisory Performance Databook
|
Subadvisory Performance Databook - 2017-Q4
|
February 2018 529 Views
|
529 Views - Employer Channel Market Sizing
|
February 2018 529 Qualitive Quarterly
|
4Q 2017 529 Quarterly Update
|
February 2018 Global ETF FlowWatch
|
Global ETF FlowWatch - December 2017
|
February 2018 529 Views
|
529 Views - 4Q 2017 529 Market Sizing
|
February 2018 529 Data Quarterly
|
4Q 2017 529 Quarterly Data Update
|
January 2018 FlowWatch
|
VA Flow Watch: December 2017
|
January 2018 529 Views
|
529 Views - Estimated Gross Sales From New Accounts
|
January 2018 Flow Watch Statistics
|
December 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
January 2018 529 Views
|
529 Views - 529 Savings Plan Annual Churn Rate
|
January 2018 529 Views
|
529 Views - SI 529 Quarterly Data Collection
|
January 2018 Sub-Advisory Mandate Change Report
|
Mandate Change Report - November 2018
|
January 2018 Sub-Advisory Mandate Change Report
|
Mandate Change Report - November 2018
|
January 2018 Sub-Advisory Mandate Change Report
|
Mandate Change Report - November 2018
|
January 2018 Sub-Advisory Mandate Change Report
|
Mandate Change Report - November 2018
|
January 2018 Sub-Advisory Mandate Change Report
|
Mandate Change Report - November 2018
|
January 2018 529 Fee Analysis
|
4Q 2017 529 Fee Analysis
|
January 2018 529 Views
|
529 Views - HR1 and State Tax Impacts
|
January 2018 Global ETF FlowWatch
|
Global ETF FlowWatch - November 2017
|
January 2018 529 Views
|
529 Views - New 529 Table
|
December 2017 FlowWatch
|
Simfund VA: November 2017 Flow Watch
|
December 2017 529 Views
|
529 Views - 529 Assets in TIPS
|
December 2017 529 Views
|
529 Views - Industry Round-Up
|
December 2017 Flow Watch Statistics
|
November 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
December 2017 529 Views
|
529 Views - Tax Cuts and Jobs Act
|
December 2017 Global ETF FlowWatch
|
Global ETF FlowWatch - October 2017
|
December 2017 529 Views
|
529 Views - New Accounts
|
December 2017 Sub-Advisory Quarterly Highlights
|
Subadvisory Quarterly Overview, 3Q 2017
|
November 2017 Windows
|
Windows Into the Mutual Fund Industry November 2017
|
November 2017 FlowWatch
|
Simfund VA Flow Watch October 2017
|
November 2017 529 Views
|
529 Views - Market Data Spotlight: Gifting
|
November 2017 529 Views
|
529 Views - Automatic Funding
|
November 2017 Flow Watch Statistics
|
October 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
November 2017 529 Qualitive Quarterly
|
3Q 2017 529 Quarterly Update
|
November 2017 529 Views
|
529 Views - 529 Omnibus Table Updated
|
November 2017 529 Views
|
529 Views - HR 1 Proposal
|
November 2017 529 Data Quarterly
|
3Q 2017 529 Quarterly Data Update
|
November 2017 Global ETF FlowWatch
|
Global ETF FlowWatch - September 2017
|
October 2017 529 Views
|
529 Views - Estimated 3Q 2017 529 Gross Sales
|
October 2017 FlowWatch
|
Simfund VA: FlowWatch 1709
|
October 2017 529 Views
|
529 Views - 5-Year Annual Net Sales and Appreciation by Channel
|
October 2017 529 Views
|
529 Views - Sales and Appreciation by Channel
|
October 2017 Flow Watch Statistics
|
September 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
October 2017 Sub-Advisory Insight
|
Subadvisory Insight, 1Q 2017
|
October 2017 529 Fee Analysis
|
3Q 2017 529 Fee Analysis
|
October 2017 529 Views
|
529 Views - Cumulative Net Sales and Appreciation
|
October 2017 Global ETF FlowWatch
|
Globla ETF FlowWatch - August 2017
|
October 2017 529 Views
|
529 Views - John Hancock Product Enhacements
|
September 2017 FlowWatch
|
Simfund VA FLow Watch August 2017
|
September 2017 529 Views
|
529 Views - Industry Round-Up
|
September 2017 529 Views
|
529 Views - College Financial Planning Boosts Retirement Planning
|
September 2017 Flow Watch Statistics
|
August 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
September 2017 529 Views
|
529 Views - Number of Age-Based Bands
|
September 2017 Global ETF FlowWatch
|
Global ETF FlowWatch - July 2017
|
September 2017 529 Views
|
529 Views - The Significance of 529 Plans
|
September 2017 Windows
|
Windows Into the Mutual Fund Industry August 2017
|
August 2017 FlowWatch
|
Simfund VA: Flow Watch July 2017
|
August 2017 529 Views
|
529 Views - 529 Prepaid Plan Market Sizing
|
August 2017 Sub-Advisory Quarterly Highlights
|
Subadvisory Quarterly Overview, 2Q 2017
|
August 2017 529 Views
|
529 Views - Personal Savings Rate
|
August 2017 529 Qualitive Quarterly
|
2Q 2017 529 Quarterly Update
|
August 2017 Flow Watch Statistics
|
July 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
August 2017 529 Views
|
529 Views - Washington GET is Ready and Set to Go
|
August 2017 529 Views
|
529 Views - Digital Divide
|
August 2017 529 Data Quarterly
|
2Q 2017 529 Quarterly Data Update
|
August 2017 Global ETF FlowWatch
|
Global ETF FlowWatch - June 2017
|
July 2017 529 Views
|
529 Views - 2Q 2017 Market Sizing
|
July 2017 FlowWatch
|
Simfund VA Flow Watch June 2017
|
July 2017 529 Views
|
529 Views - MSRB to Assess Fee
|
July 2017 529 Fee Analysis
|
2Q 2017 529 Fee Analysis
|
July 2017 529 Views
|
529 Views - Financial Wellness and 529s
|
July 2017 Flow Watch Statistics
|
June 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
July 2017 529 Views
|
529 Views - Market Sizing 529 Contract Expirations
|
July 2017 Global ETF FlowWatch
|
Global ETF FlowWatch - May 2017
|
July 2017 529 Views
|
529 Views - Top 10 Announcements of the Week
|
July 2017 Sub-Advisory Quarterly Highlights
|
Subadvisory Quarterly Highlights, 2Q 2017
|
June 2017 FlowWatch
|
Simfund VA Flow Watch - May 2017
|
June 2017 529 Views
|
529 Views - SIFT 2017 Highlights
|
June 2017 529 Views
|
529 Views - Market Share of RIA Plans and Shareclasses
|
June 2017 Flow Watch Statistics
|
May 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
June 2017 529 Views
|
529 Views - Illinois Announcement
|
June 2017 Global ETF FlowWatch
|
Global ETF FlowWatch - April 2017
|
June 2017 529 Views
|
529 Views - Key Trends in Target Markets
|
May 2017 FlowWatch
|
Simfund VA Flow Watch - April 2017
|
May 2017 Windows
|
Windows Into the Mutual Fund Industry May 2017
|
May 2017 529 Views
|
529 Views - Advisory Share Classes Expand
|
May 2017 529 Views
|
529 Views - Investment Option Level Analysis
|
May 2017 Alternatives Quarterly
|
Liquid Alternatives Overview - Q1'17
|
May 2017 529 Views
|
529 Views - Product Updates
|
May 2017 Global ETF FlowWatch
|
Global ETF FlowWatch - March 2017
|
May 2017 Flow Watch Statistics
|
April 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
May 2017 529 Qualitive Quarterly
|
1Q 2017 529 Quarterly Update
|
May 2017 529 Views
|
529 Views - 529 & ABLE Market Data Spotlight
|
May 2017 529 Data Quarterly
|
1Q 2017 529 Quarterly Data Update
|
May 2017 529 Views
|
529 Views - 529 Market Sizing
|
April 2017 FlowWatch
|
Simfund VA Flow Watch - March 2017
|
April 2017 529 Views
|
529 Views - 1Q 2017 529 Market Sizing Early Estimate
|
April 2017 Flow Watch Statistics
|
March 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
April 2017 529 Views
|
529 Views - Washington SB 5923
|
April 2017 529 Fee Analysis
|
1Q 2017 529 Fee Analysis
|
April 2017 Sub-Advisory Quarterly Highlights
|
Subadvised Quarterly Highlights, 1Q 2017
|
April 2017 529 Views
|
529 Views - ABLE Bills Reintroduced
|
April 2017 Global ETF FlowWatch
|
Global ETF FlowWatch - February 2017
|
April 2017 529 Views
|
529 Views - Washington RFP
|
March 2017 FlowWatch
|
Simfund VA Flow Watch - February 2017
|
March 2017 529 Views
|
529 Views - 529 Prepaid Plan Market Data
|
March 2017 529 Views
|
529 Views - CSF Conference 2017
|
March 2017 529 Views
|
529 Views - Advisor-Sold Assets by Share Class
|
March 2017 Flow Watch Statistics
|
February 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
March 2017 Global ETF FlowWatch
|
Global ETF FlowWatch - January 2017
|
March 2017 529 Views
|
529 Views - Employer Channel Data Part 2
|
March 2017 Windows
|
Windows Into the Mutual Fund Industry February 2017
|
February 2017 FlowWatch
|
Simfund VA Flow Watch - January 2017
|
February 2017 529 Views
|
529 Views - Employer Channel Data
|
February 2017 529 Views
|
529 Views - Number of New 529 Accounts
|
February 2017 529 Qualitive Quarterly
|
4Q 2016 529 Quarterly Update
|
February 2017 Flow Watch Statistics
|
January 2017 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
February 2017 529 Views
|
529 Views - 529 Market Sizing
|
February 2017 Alternatives Quarterly
|
Liquid Alternatives Overview - Q4'16
|
February 2017 529 Data Quarterly
|
4Q 2016 529 Quarterly Data Update
|
February 2017 529 Views
|
529 Views - Number of New 529 Accounts
|
February 2017 Global ETF FlowWatch
|
Global ETF FlowWatch - December 2016
|
January 2017 FlowWatch
|
Simfund VA Flow Watch - December 2016
|
January 2017 529 Views
|
529 Views - Average Contributions
|
January 2017 529 Views
|
529 Views - Inactive 529 Accounts
|
January 2017 529 Views
|
529 Views - Automatic Funding
|
January 2017 Flow Watch Statistics
|
December 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
January 2017 529 Fee Analysis
|
4Q 2016 529 Fee Analysis
|
January 2017 529 Views
|
529 Views - Number of New Accounts
|
January 2017 529 Views
|
529 Views - Historical New Account Size
|
December 2016 FlowWatch
|
Simfund VA Flow Watch November 2016
|
December 2016 529 Views
|
529 Views - Industry Fees
|
December 2016 Sub-Advisory Quarterly Highlights
|
Subadvised Quarterly Highlights, 4Q 2016
|
December 2016 Global ETF FlowWatch
|
Global ETF FlowWatch - November 2016
|
December 2016 529 Views
|
529 Views - Industry Round-Up
|
December 2016 Flow Watch Statistics
|
November 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
December 2016 529 Views
|
529 Views - State Legislative Update
|
December 2016 529 Views
|
529 Views - 529 Contributions from Tax Refunds
|
December 2016 Global ETF FlowWatch
|
Global ETF FlowWatch - October 2016
|
November 2016 Windows
|
Windows Into the Mutual Fund Industry November 2016
|
November 2016 FlowWatch
|
Simfund VA Flow Watch October 2016
|
November 2016 529 Views
|
529 Views - Cyber Monday and New Account Growth
|
November 2016 529 Views
|
529 Views - A Time for Giving Thanks
|
November 2016 Flow Watch Statistics
|
October 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
November 2016 529 Views
|
529 Views - Illinois Request for Proposal
|
November 2016 529 Qualitive Quarterly
|
3Q 2016 529 Quarterly Update
|
November 2016 529 Views
|
529 Views - 3Q 2016 529 Net Flows
|
November 2016 Global ETF FlowWatch
|
ETF FlowWatch September 2016
|
November 2016 529 Data Quarterly
|
3Q 2016 529 Quarterly Data Update
|
October 2016 529 Views
|
529 Views - Conservative Investment Options
|
October 2016 Alternatives Quarterly
|
Liquid Alternatives Overview - Q3'16
|
October 2016 FlowWatch
|
Simfund VA Flow Watch September 2016
|
October 2016 529 Views
|
529 Views - Historical Third Quarter Net Flows
|
October 2016 529 Views
|
529 Views - RFP Analysis
|
October 2016 Flow Watch Statistics
|
September 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
October 2016 Sub-Advisory Quarterly Highlights
|
Subadvised Quarterly Highlights, 3Q 2016
|
October 2016 529 Views
|
529 Views - 529 RFP, RFI, and ITN
|
October 2016 529 Fee Analysis
|
3Q 2016 529 Fee Analysis
|
October 2016 529 Views
|
529 Views - 529 Market Sizing
|
September 2016 FlowWatch
|
Simfund VA Flow Watch August 2016
|
September 2016 Global ETF FlowWatch
|
Global ETF FlowWatch - August 2016
|
September 2016 529 Views
|
529 Views - Annual 529 Churn Rate
|
September 2016 Flow Watch Statistics
|
August 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
September 2016 529 Views
|
529 Views - Fee Round-Up and ABLE Market Sizing
|
September 2016 529 Views
|
529 Views - Recontribution of Refunded Accounts
|
August 2016 FlowWatch
|
Simfund VA Flow Watch July 2016
|
August 2016 529 Views
|
529 Views - 2Q 2016 Asset Breakdown
|
August 2016 Global ETF FlowWatch
|
Global ETF FlowWatch - July 2016
|
August 2016 Windows
|
Windows Into the Mutual Fund Industry August 2016
|
August 2016 529 Qualitive Quarterly
|
2Q 2016 529 Quarterly Update
|
August 2016 529 Views
|
529 Views - Annual Gross Sales by Channel
|
August 2016 529 Views
|
529 Views - 2Q 2016 Market Sizing
|
August 2016 Flow Watch Statistics
|
July 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
August 2016 529 Data Quarterly
|
2Q 2016 529 Quarterly Data Update
|
August 2016 529 Views
|
529 Views - Benchmarking Industry Asset Growth
|
August 2016 Alternatives Quarterly
|
Liquid Alternatives Overview - Q2'16
|
August 2016 529 Views
|
529 Views - CollegeAmerica Update
|
July 2016 Global ETF FlowWatch
|
Global ETF FlowWatch - June 2016
|
July 2016 FlowWatch
|
Simfund VA Flow Watch June 2016
|
July 2016 529 Views
|
529 Views - 529 Account Growth
|
July 2016 529 Views
|
529 Views - SEC to Review Share Class Usage
|
July 2016 Flow Watch Statistics
|
June 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
July 2016 529 Views
|
529 Views - Product Development Updates
|
July 2016 529 Fee Analysis
|
2Q 2016 529 Fee Analysis
|
July 2016 529 Views
|
529 Views - What is the Average 529 Account Life Span?
|
June 2016 FlowWatch
|
Simfund VA Flow Watch May 2016
|
June 2016 529 Views
|
529 Views - SIFT 2016
|
June 2016 Global ETF FlowWatch
|
Global ETF FlowWatch - May 2016
|
June 2016 529 Views
|
529 Views - CPSN Conference 2016
|
June 2016 Flow Watch Statistics
|
May 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
June 2016 529 Views
|
529 Views - 2016 NAST Symposium
|
June 2016 Sub-Advisory Quarterly Highlights
|
Sub-Advised Quarterly Highlights, 2Q 2016
|
June 2016 529 Views
|
529 Views - 529 Industry Round-Up
|
June 2016 Global ETF FlowWatch
|
Global ETF FlowWatch - April 2016
|
May 2016 529 Views
|
529 Views - Asset Growth by Channel
|
May 2016 FlowWatch
|
Simfund VA Flow Watch April 2016
|
May 2016 Windows
|
Windows Into the Mutual Fund Industry May 2016
|
May 2016 529 Views
|
529 Views - RIA Channel Growth
|
May 2016 Sub-Advisory Quarterly Highlights
|
Sub-Advised Quarterly Highlights, 1Q 2016
|
May 2016 529 Qualitive Quarterly
|
1Q 2016 529 Quarterly Update
|
May 2016 529 Views
|
529 Views - iShares 529 Plan to Add Share Classes
|
May 2016 Flow Watch Statistics
|
April 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
May 2016 Global ETF FlowWatch
|
Global ETF FlowWatch - March 2017
|
May 2016 529 Views
|
529 Views - 1Q 2016 Market Sizing
|
May 2016 Alternatives Quarterly
|
Liquid Alternatives Overview - Q1'16
|
May 2016 529 Views
|
529 Views - Benchmarking New Account Growth
|
April 2016 529 Data Quarterly
|
1Q 2016 529 Quarterly Data Update
|
April 2016 FlowWatch
|
Simfund VA Flow Watch March 2016
|
April 2016 FlowWatch
|
Simfund VA Flow Watch May 2016
|
April 2016 FlowWatch
|
Simfund VA Flow Watch May 2016
|
April 2016 FlowWatch
|
Simfund VA Flow Watch May 2016
|
April 2016 Global ETF FlowWatch
|
Global ETF FlowWatch - March 2016
|
April 2016 529 Views
|
529 Views - NEST Announcement
|
April 2016 529 Views
|
529 Views - New York Investment Line-Up
|
April 2016 529 Study - Industry 2016
|
529 Industry Analysis, 2016
|
April 2016 Flow Watch Statistics
|
March 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
April 2016 529 Views
|
529 Views - Minnesota Tax Bills
|
April 2016 Alternatives Quarterly
|
Recent Product Innovation Within the Liquid Alternatives Market
|
April 2016 Global ETF FlowWatch
|
Global ETF FlowWatch - February 2016
|
April 2016 529 Fee Analysis
|
1Q 2016 529 Fee Analysis
|
April 2016 529 Views
|
529 Views - CA Tax Credit
|
March 2016 529 Views
|
529 Views - Investment Option Level Data
|
March 2016 FlowWatch
|
Simfund VA Flow Watch February 2016
|
March 2016 529 Views
|
529 Views - CSF Conference 2016
|
March 2016 Flow Watch Statistics
|
February 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
March 2016 Global ETF FlowWatch
|
Global ETF FlowWatch - January 2016
|
March 2016 529 Views
|
529 Views - 529 Industry Update and Market Sizing
|
February 2016 529 Views
|
529 Views - FINRA Suitability and DOL Fiduciary Duty
|
February 2016 Windows
|
Windows Into the Mutual Fund Industry February 2016
|
February 2016 FlowWatch
|
Simfund VA Flow Watch January
|
February 2016 529 Views
|
529 Views - Corporate 529 Distribution Channel
|
February 2016 529 Views
|
529 Views - Net Account Growth
|
February 2016 529 Qualitive Quarterly
|
4Q 2015 529 Quarterly Update
|
February 2016 Flow Watch Statistics
|
January 2016 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
February 2016 529 Views
|
529 Views - Maryland Match Program
|
February 2016 Alternatives Quarterly
|
Liquid Alternatives Overview - Q4'15
|
February 2016 529 Data Quarterly
|
4Q 2015 529 Quarterly Data Update
|
February 2016 529 Views
|
529 Views - Mutual Fund Fees Fall
|
January 2016 FlowWatch
|
Simfund VA Flow Watch December 2015
|
January 2016 Global ETF FlowWatch
|
Global ETF FlowWatch - December 2015
|
January 2016 529 Views
|
529 Views - Hawaii Senate Bill 2068
|
January 2016 Sub-Advisory Quarterly Highlights
|
Sub-Advised Quarterly Highlights, 4Q 2015
|
January 2016 529 Views
|
529 Views - 529 Prepaids as Accredited Investors
|
January 2016 Flow Watch Statistics
|
December 2015 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
January 2016 529 Fee Analysis
|
4Q 2015 529 Fee Analysis
|
January 2016 529 Views
|
529 Views - FINRA to Review 529 Sales Practices
|
January 2016 529 Views
|
529 Views - Product Developments
|
January 2016 Global ETF FlowWatch
|
Global ETF FlowWatch - November 2015
|
December 2015 529 Views
|
529 Views - Top 529 Stories of 2015
|
December 2015 FlowWatch
|
Simfund VA Flow Watch November 2015
|
December 2015 529 Views
|
529 Views - Asset Growth and Investment Performance
|
December 2015 529 Views
|
529 Views - Student Loan Repayment Benefit
|
December 2015 Alternatives Quarterly
|
Liquid Alternative Funds Amid Increased Market Volatility
|
December 2015 Flow Watch Statistics
|
November 2015 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
December 2015 529 Views
|
529 Views - 529 Quarterly Updates
|
December 2015 Global ETF FlowWatch
|
Global ETF FlowWatch - October 2015
|
December 2015 529 Study - Adv 2015
|
529 Distribution Analysis, 2015
|
November 2015 529 Views
|
529 Views - State Legislation Update
|
November 2015 FlowWatch
|
Simfund VA Flow Watch October 2015
|
November 2015 Windows
|
Windows Into the Mutual Fund Industry November 2015
|
November 2015 Market Sizing 2015
|
Asset Management Industry Market Sizing: 2015-2020
|
November 2015 529 Views
|
529 Views - Rhode Island Transition Announced
|
November 2015 529 Views
|
529 Views - Year-End Marketing and Sales Drive
|
November 2015 Flow Watch Statistics
|
October 2015 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
November 2015 529 Qualitive Quarterly
|
3Q 2015 529 Quarterly Update
|
November 2015 529 Views
|
529 Views - Top 5 Takeaways from 529 Prepaid Forum 2015
|
November 2015 529 Data Quarterly
|
3Q 2015 529 Quarterly Data Update
|
November 2015 529 Views
|
529 Views - Investment Line-Up Updates
|
October 2015 FlowWatch
|
Simfund VA Flow Watch September 2015
|
October 2015 Alternatives Quarterly
|
Liquid Alternatives Overview - Q3'15
|
October 2015 529 Views
|
529 Views - Ratings Update
|
October 2015 Sub-Advisory Quarterly Highlights
|
Sub-Advised Quarterly Highlights, 3Q 2015
|
October 2015 Sub-Advisory Quarterly Highlights
|
Sub-Advised Quarterly Highlights, 2Q 2015
|
October 2015 529 Views
|
529 Views - Top 10 Trends Driving Participation
|
October 2015 Overviews
|
Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2014
|
October 2015 Global ETF FlowWatch
|
Global ETF FlowWatch - August 2015
|
October 2015 Overviews
|
Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2014
|
October 2015 Flow Watch Statistics
|
September 2015 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
October 2015 529 Views
|
529 Views - Vermont Plan Disclosure
|
October 2015 529 Fee Analysis
|
3Q 2015 529 Fee Analysis
|
October 2015 529 Views
|
529 Views - Product Development Updates
|
October 2015 FlowWatch
|
Simfund VA Flow Watch August 2015
|
September 2015 529 Views
|
529 Views - Employer Benefit - Student Loan Repayment
|
September 2015 Global ETF FlowWatch
|
Global ETF FlowWatch - July 2015
|
September 2015 529 Views
|
529 Views - ABLE Comment Period
|
September 2015 Flow Watch Statistics
|
August 2015 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
September 2015 529 Views
|
529 Views - 529 ETF Marketplace Assessment
|
September 2015 529 Views
|
529 Views - Ascensus Launches Learn 529.com
|
September 2015 FlowWatch
|
Simfund VA Flow Watch July 2015
|
August 2015 529 Views
|
529 Views - Market Volatility and Projected Tuition
|
August 2015 Windows
|
Windows Into the Mutual Fund Industry August 2015
|
August 2015 529 Views
|
529 Views - GET Program Update
|
August 2015 529 Views
|
529 Views - 2Q 2015 Market Sizing
|
August 2015 529 Qualitive Quarterly
|
2Q 2015 529 Quarterly Update
|
August 2015 Flow Watch Statistics
|
July 2015 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
August 2015 529 Data Quarterly
|
2Q 2015 529 Quarterly Data Update
|
August 2015 529 Views
|
529 Views - 529s as Employee Benefits
|
August 2015 Global ETF FlowWatch
|
Global ETF FlowWatch - June 2015
|
August 2015 Alternatives Quarterly
|
Liquid Alternatives Overview - Q2'15
|
August 2015 FlowWatch
|
Simfund VA Flow Watch June 2015
|
August 2015 529 Views
|
529 Views - LPL Announces Robo-Advisor Plan
|
July 2015 529 Views
|
529 Views - Distribution Season
|
July 2015 529 Views
|
529 Views - 529 Employer Channel Start-Ups
|
July 2015 Flow Watch Statistics
|
June 2015 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
July 2015 Global ETF FlowWatch
|
Global ETF FlowWatch - May 2015
|
July 2015 529 Views
|
529 Views - Missouri RFP
|
July 2015 529 Fee Analysis
|
2Q 2015 529 Fee Analysis
|
July 2015 529 Views
|
529 Views - CollegeChoice Fee Reduction
|
June 2015 529 Views
|
529 Views - SIFT 2015
|
June 2015 FlowWatch
|
Simfund VA Flow Watch May2015
|
June 2015 529 Views
|
529 Views - ABLE Update and Prepaid Plans
|
June 2015 529 Views
|
529 Views - Student Debt and the Employer Channel
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June 2015 Flow Watch Statistics
|
May 2015 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
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June 2015 Sub-Advisory Quarterly Highlights
|
Sub-Advised Quarterly Highlights, 1Q 2015
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June 2015 529 Views
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529 Views - Economy and 1Q 2015 Net Flows
|
June 2015 Global ETF FlowWatch
|
Global ETF FlowWatch - April 2015
|
June 2015 529 Views
|
529 Views - Upcoming CollegeBoundfund RFP
|
May 2015 FlowWatch
|
Simfund VA Flow Watch April 2015
|
May 2015 Windows
|
Windows Into the Mutual Fund Industry May 2015
|
May 2015 529 Views
|
529 Views - Product Developments
|
May 2015 529 Qualitive Quarterly
|
1Q 2015 529 Quarterly Update
|
May 2015 529 Views
|
529 Views - CSPN Top 5 Trends
|
May 2015 Global ETF FlowWatch
|
Global ETF FlowWatch - March 2015
|
May 2015 Flow Watch Statistics
|
April 2015 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
May 2015 Alternatives Quarterly
|
Liquid Alternatives Overview - Q1'15
|
May 2015 529 Views
|
529 Views - ICI Conference 2015
|
May 2015 FlowWatch
|
Global ETF FlowWatch - April 2015
|
May 2015 529 Data Quarterly
|
1Q 2015 529 Quarterly Data Update
|
May 2015 529 Views
|
529 Views - 529 Legislative Enhancements
|
April 2015 FlowWatch
|
Simfund VA Flow Watch March 2015
|
April 2015 529 Views
|
529 Views - CHET Updates Investment Line-Up
|
April 2015 529 Fee Analysis
|
1Q 2015 529 Fee Analysis
|
April 2015 529 Views
|
529 Views - Investment Line-Up Updates
|
April 2015 Global ETF FlowWatch
|
ETF FlowWatch - February 2015
|
April 2015 Global ETF FlowWatch
|
Global ETF FlowWatch - February 2015
|
April 2015 Flow Watch Statistics
|
March 2015 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
April 2015 529 Views
|
529 Views - Projecting Tuition Inflation
|
April 2015 529 Views
|
529 Views - Benchmarking Account Growth by Channel
|
March 2015 529 Views
|
529 Views - Understanding Able
|
March 2015 FlowWatch
|
Simfund VA Flow Watch February 2015
|
March 2015 529 Views
|
529 Views - 529 Data Collection
|
March 2015 Global ETF FlowWatch
|
ETF FlowWatch - January 2015
|
March 2015 529 Views
|
529 Views - Advisor Book Growth and 529 Omnibus
|
March 2015 Flow Watch Statistics
|
February 2015 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
March 2015 529 Views
|
529 Views - New Demographics Data
|
February 2015 529 Views
|
529 Views - CSF Conference and Market Sizing
|
February 2015 Alternatives Quarterly
|
Liquid Alternatives Overview - 2014
|
February 2015 FlowWatch
|
Simfund VA Flow Watch January 2015
|
February 2015 529 Views
|
529 Views - Direct Deposit and Legislation
|
February 2015 529 Qualitive Quarterly
|
4Q 2014 529 Quarterly Update
|
February 2015 Windows
|
Windows Into the Mutual Fund Industry February 2015
|
February 2015 529 Views
|
529 Views - Income Caps
|
February 2015 Flow Watch Statistics
|
January 2015 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
February 2015 529 Views
|
529 Views - Legislative and Market Sizing Update
|
February 2015 529 Data Quarterly
|
4Q 2014 529 Quarterly Data Update
|
February 2015 Global ETF FlowWatch
|
ETF FlowWatch - December 2014
|
February 2015 529 Views
|
529 Views - GAO Rebuttal Statements
|
February 2015 FlowWatch
|
Simfund VA Flow Watch December 2014
|
January 2015 FlowWatch
|
Simfund VA Flow Watch December 2014
|
January 2015 529 Views
|
529 Views - Plan Disclosure Statements and Supplements
|
January 2015 529 Views
|
529 Views - Trend in Investment Options per Plan
|
January 2015 Flow Watch Statistics
|
December 2014 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
January 2015 529 Views
|
529 Views - GAO Request
|
January 2015 529 Fee Analysis
|
4Q 2014 529 Fee Analysis
|
January 2015 Global ETF FlowWatch
|
ETF FlowWatch - November 2014
|
January 2015 529 Views
|
529 Views - Plan Disclosures on ABLE Act
|
December 2014 529 Views
|
529 Views - 2014 Year in Review
|
December 2014 FlowWatch
|
Simfund VA Flow Watch November 2014
|
December 2014 529 Views
|
529 Views - Composition of Historical Fourth Quarter Gross Sales
|
December 2014 529 Views
|
529 Views - Employer Channel Benchmarking Report
|
December 2014 Monitor
|
December 2014 Monitor
|
December 2014 529 Study - Adv 2014
|
529 Distribution Study, 2014
|
December 2014 Global ETF FlowWatch
|
ETF FlowWatch - October 2014
|
December 2014 529 Views
|
529 Views - Year-End Perspective on Industry Data
|
December 2014 529 Views
|
529 Views - Investment Line-Up Changes and Themes
|
November 2014 FlowWatch
|
Simfund VA Flow Watch October 2014
|
November 2014 529 Qualitive Quarterly
|
3Q 2014 529 Quarterly Update
|
November 2014 Alternatives Quarterly
|
3Q 2014 Alternatives Quarterly Update
|
November 2014 529 Views
|
529 Views - What Are 529 Product Providers Thankful For?
|
November 2014 529 Views
|
529 Views - Historical Account Growth Rates by Channel
|
November 2014 Windows
|
Windows Into the Mutual Fund Industry November 2014
|
November 2014 529 Data Quarterly
|
3Q 2014 529 Quarterly Data Update
|
November 2014 FlowWatch
|
September 2014 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
November 2014 529 Views
|
529 Views - Growth in 529 Usage
|
November 2014 529 Views
|
529 Views - The Way-Early 529 Gift
|
November 2014 Global ETF FlowWatch
|
ETF FlowWatch - September 2014
|
November 2014 Monitor
|
October 2014 Monitor
|
November 2014 Alternatives Study 2014
|
Alternatives Industry Analysis 2014
|
November 2014 Flow Watch Statistics
|
November 2014 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
October 2014 FlowWatch
|
Simfund VA Flow Watch September 2014
|
October 2014 529 Views
|
529 Views - RIA Channel Growth Rates Part 2
|
October 2014 529 Fee Analysis
|
3Q 2014 529 Fee Analysis
|
October 2014 529 Views
|
529 Views - Vermont Response Summary to RFI Questions
|
October 2014 529 Views
|
529 Views - RIA Channel Growth Rates
|
October 2014 529 Views
|
529 Views - Demographics of 529 Users
|
October 2014 Monitor
|
September 2014 Monitor
|
October 2014 529 Views
|
529 Views - High Volume of Product Developments
|
October 2014 Flow Watch Statistics
|
October 2014 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
September 2014 Market Sizing 2014
|
Asset Management Industry Market Sizing: 2014-2019
|
September 2014 FlowWatch
|
Simfund VA Flow Watch August 2014
|
September 2014 529 Views
|
529 Views - 529 Conference
|
September 2014 529 Views
|
529 Views - GAO 529 Report
|
September 2014 529 Views
|
529 Views - New vs. Existing Accounts
|
September 2014 529 Views
|
529 Views - Texas Plan Disclosure Statements
|
September 2014 Monitor
|
August 2014 Monitor
|
September 2014 Overviews
|
Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2013
|
September 2014 FlowWatch
|
September 2014 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
August 2014 Alternatives Quarterly
|
2Q 2014 Alternatives Quarterly Update
|
August 2014 FlowWatch
|
July 2014 VA Fund Flow Watch
|
August 2014 529 Views
|
529 Views - NH 529 Plan Advisory Commission
|
August 2014 529 Qualitive Quarterly
|
2Q 2014 529 Quarterly Update
|
August 2014 529 Views
|
529 Views - Raymond James and 529 Distribution
|
August 2014 Overviews
|
Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2013
|
August 2014 Windows
|
Windows Into the Mutual Fund Industry August 2014
|
August 2014 529 Views
|
529 Views - MPACT Facts
|
August 2014 529 Data Quarterly
|
2Q 2014 529 Data Quarterly Update
|
August 2014 529 Views
|
529 Views - ABLE Act
|
August 2014 Flow Watch Statistics
|
August 2014 Flow Watch: Mutual Fund Management Companies Rankings and Analysis
|
July 2014 FlowWatch
|
June 2014 VA Fund Flow Watch
|
July 2014 529 Views
|
529 Views - Prepaid 529 Plans
|
July 2014 529 Views
|
529 Views - Putnam 529
|
July 2014 529 Views
|
529 Views - CollegeCounts New Investment Options
|
July 2014 529 Fee Analysis
|
2Q 2014 529 Fee Analysis
|
July 2014 529 Views
|
529 Views - Wall Street Journal Anniversary
|
July 2014 Monitor
|
June 2014 Monitor
|
July 2014 529 Views
|
529 Views - School's Out for Summer
|
June 2014 FlowWatch
|
May 2014 VA Fund Flow Watch
|
June 2014 529 Views
|
529 Views - SIFT 2014
|
June 2014 529 Study - Industry 2014
|
529 Industry Analysis, 2014
|
June 2014 529 Views
|
529 Views - US Savings Bond Sales Plummet
|
June 2014 529 Views
|
529 Views - College Savers Pay a Premium
|
June 2014 529 Views
|
529 Views - Firms Boost Promotions
|
May 2014 Alternatives Quarterly
|
1Q 2014 Alternatives Quarterly Update
|
May 2014 FlowWatch
|
April 2014 VA Fund Flow Watch
|
May 2014 Monitor
|
May 2014 Monitor
|
May 2014 529 Views
|
529 Views - ICI GMM Conference
|
May 2014 529 Qualitive Quarterly
|
1Q 2014 529 Quarterly Update
|
May 2014 529 Views
|
529 Views - Ugift Surpasses $100 Million
|
May 2014 Windows
|
Windows Into the Mutual Fund Industry May 2014
|
May 2014 Video
|
THE POWER OF DISTRIBUTION DATA: SIMFUND PRO, 7.0
|
May 2014 529 Views
|
529 Views - New Mexico RFP
|
May 2014 529 Data Quarterly
|
1Q 2014 529 Quarterly Data Update
|
May 2014 529 Views
|
529 Views - Assessment on RFPs
|
April 2014 529 Views
|
529 Views - Financial Wellness Programs
|
April 2014 Monitor
|
April 2014 Monitor
|
April 2014 FlowWatch
|
March 2014 VA Fund Flow Watch
|
April 2014 Video
|
test test
|
April 2014 529 Views
|
529 Views - UESP Reaches $7 Billion
|
April 2014 Video
|
Video Tutorial, Introduction
|
April 2014 529 Views
|
529 Views - The Value of Planning
|
April 2014 529 Fee Analysis
|
1Q 2014 529 Fee Analysis
|
April 2014 529 Views
|
529 Views - Target-Date Disclosure
|
March 2014 529 Views
|
529 Views - Age-Based Volatility
|
March 2014 FlowWatch
|
February 2014 VA Fund Flow Watch
|
March 2014 Monitor
|
March 2014 Monitor
|
March 2014 529 Study - Industry 2013
|
529 Advisory Study, 2013
|
March 2014 529 Study - Industry 2013
|
529 Industry Analysis, 2013
|
March 2014 529 Views
|
529 Views - Behavorial Finance
|
March 2014 Alternatives Study 2013
|
Alternatives Industry Analysis, 2013
|
March 2014 Video
|
Q4 2013 Variable Annuity Overview
|
March 2014 529 Views
|
529 Views - State Farm Enhancements
|
March 2014 529 Views
|
529 Views - CSF Annual Conference
|
March 2014 529 Views
|
529 Views - Closure of Coverdells
|
February 2014 Alternatives Quarterly
|
4Q 2013 Alternatives Quarterly Update
|
February 2014 Monitor
|
February 2014 Monitor
|
February 2014 FlowWatch
|
January 2014 VA Fund Flow Watch
|
February 2014 529 Qualitive Quarterly
|
4Q 2013 529 Quarterly Update
|
February 2014 Market Sizing 2013
|
Asset Management Industry Market Sizing: 2013-2018
|
February 2014 529 Views
|
529 Views - MSRB Rule G-45
|
February 2014 529 Views
|
529 Views - Household Debt
|
February 2014 529 Data Quarterly
|
4Q 2013 529 Quarterly Data Update
|
February 2014 Annual Feature
|
Simfund MF: January 2014 Release Notes
|
February 2014 Windows
|
Windows Into the Mutual Fund Industry February 2014
|
February 2014 Video
|
Q3 2013 Variable Annuity Overview
|
February 2014 529 Views
|
529 Views - Target-Date Funds
|
February 2014 529 Views
|
529 Views - Advisers Need Younger Clients
|
January 2014 Monitor
|
January 2014 Monitor
|
January 2014 FlowWatch
|
December 2013 VA Fund Flow Watch
|
January 2014 Video
|
In-Depth Report: Managed Volatility
|
January 2014 529 Views
|
529 Views - Ohio Legislative Update
|
January 2014 529 Fee Analysis
|
4Q 2013 529 Fee Analysis
|
January 2014 529 Views
|
529 Views - Employer Channel Sizing
|
January 2014 529 Views
|
529 Views - Top Five Trends in 2013
|
January 2014 529 Views
|
529 Views - Floating Rate Investments
|
December 2013 Monitor
|
December 2013 Monitor
|
December 2013 529 Views
|
529 Views - Minnesota RFP
|
December 2013 FlowWatch
|
November 2013 VA Fund Flow Watch
|
December 2013 529 Study - Adv 2013
|
2013 529 Plans Distribution Analysis
|
December 2013 529 Views
|
529 Views - BlackRock Gotham Classic
|
December 2013 529 Views
|
529 Views - Money Market Funds
|
December 2013 529 Views
|
529 Views - PLANSPONSOR Plan Benchmarking Report
|
December 2013 529 Data Quarterly
|
3Q 2013 529 Quarterly Data Update
|
December 2013 529 Views
|
529 Views - Mutual Fund Distribution Forum
|
November 2013 Monitor
|
November 2013 Monitor
|
November 2013 FlowWatch
|
October 2013 VA Fund Flow Watch
|
November 2013 Alternatives Quarterly
|
3Q 2013 Alternatives Quarterly Update
|
November 2013 529 Qualitive Quarterly
|
3Q 2013 529 Quartely Update
|
November 2013 529 Views
|
529 Views - HighBar Partners
|
November 2013 529 Views
|
529 Views - State Fees
|
November 2013 Windows
|
Windows Into the Mutual Fund Industry November 2013
|
November 2013 529 Views
|
529 Views - Year End Planning
|
November 2013 529 Views
|
529 Views - 3Q13 529 Data Quarterly
|
October 2013 Monitor
|
October 2013 Monitor
|
October 2013 529 Views
|
529 Views - Morningstar Names Best 529 Plans
|
October 2013 529 Views
|
529 Views - New York RFP FOIL Request
|
October 2013 529 Views
|
529 Views - Product Developments
|
October 2013 FlowWatch
|
September 2013 VA Fund Flow Watch
|
October 2013 529 Fee Analysis
|
3Q 2013 529 Fee Analysis
|
October 2013 529 Views
|
529 Views - SSgA Making Sales Hires
|
October 2013 Video
|
Q2 2013 Variable Annuity Quarterly Overview
|
September 2013 529 Views
|
529 Views - Ascensus Acquisition
|
September 2013 FlowWatch
|
August 2013 VA Fund Flow Watch
|
September 2013 Monitor
|
September 2013 Monitor
|
September 2013 Alternatives Study 2013
|
Alternatives Industry Analysis 2013
|
September 2013 529 Views
|
529 Views - Rising Rates, Fiscal Discord
|
September 2013 529 Views
|
529 Views - JPMorgan College Planning Essentials
|
September 2013 529 Views
|
529 Views - Florida 529 Savings Plan
|
September 2013 Alternatives Quarterly
|
2Q 2013 Alternatives Quarterly Update
|
September 2013 529 Views
|
529 Views - Advisor Support
|
August 2013 529 Qualitive Quarterly
|
2Q 2013 529 Quarterly Update
|
August 2013 FlowWatch
|
July 2013 VA Fund Flow Watch
|
August 2013 Monitor
|
2013 Annual Strategic Planning Monitor
|
August 2013 529 Views
|
529 Views - Tax Benefits and Costs
|
August 2013 529 Views
|
529 Views - Target-Date ratings
|
August 2013 Windows
|
Windows Into the Mutual Fund Industry August 2013
|
August 2013 529 Data Quarterly
|
2Q 2013 529 Quarterly Data Update
|
August 2013 529 Views
|
529 Views - Corporate 529 Plans
|
August 2013 529 Study - Industry 2013
|
2013 College Savings Industry Analysis
|
August 2013 529 Views
|
529 Views - Colorado Prepaid Closure
|
July 2013 FlowWatch
|
June 2013 VA Fund Flow Watch
|
July 2013 529 Views
|
529 Views - MSRB Boston
|
July 2013 529 Views
|
529 Views - Crash Course on Student Loans
|
July 2013 529 Fee Analysis
|
2Q 2013 529 Fee Analysis
|
July 2013 529 Views
|
529 Views - Pershing Platform Changes
|
July 2013 529 Views
|
529 Views - Vacation from Debt Stress
|
July 2013 Overviews
|
Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2012
|
July 2013 Overviews
|
Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2012
|
July 2013 529 Views
|
529 Views - Reopened College Illinois
|
June 2013 Annual Feature
|
May 2013 VA Fund Flow Watch
|
June 2013 529 Views
|
529 Views - Target-Date Series Industry Survey
|
June 2013 Monitor
|
June 2013 Monitor
|
June 2013 529 Views
|
529 Views - UESP Investment Changes
|
June 2013 Video
|
Q1 2013 Variable Annuity Overview
|
June 2013 529 Views
|
529 Views - ABLE Act of 2013
|
June 2013 529 Qualitive Quarterly
|
1Q 2013 529 Quarterly Update
|
May 2013 Alternatives Quarterly
|
1Q 2013 Alternatives Quarterly Update
|
May 2013 Annual Feature
|
April 2013 VA Fund Flow Watch
|
May 2013 Monitor
|
May 2013 Monitor
|
May 2013 529 Data Quarterly
|
1Q 2013 529 Quarterly Data Update
|
May 2013 Monitor
|
April 2013 Monitor
|
April 2013 FlowWatch
|
March 2013 VA Fund Flow Watch
|
April 2013 529 Fee Analysis
|
1Q 2013 529 Fee Analysis
|
April 2013 Windows
|
Windows Into the Mutual Fund Industry May 2013
|
March 2013 Monitor
|
March 2013 Monitor
|
March 2013 Alternatives Quarterly
|
4Q 2012 Alternatives Quarterly Update
|
March 2013 FlowWatch
|
February 2013 VA Fund Flow Watch
|
March 2013 529 Qualitive Quarterly
|
4Q 2012 529 Quarterly Update
|
February 2013 Monitor
|
February 2013 Monitor
|
February 2013 FlowWatch
|
January 2013 VA Fund Flow Watch
|
February 2013 529 Data Quarterly
|
4Q 2012 529 Quarterly Data Update
|
February 2013 Windows
|
Windows Into the Mutual Fund Industry February 2013
|
January 2013 Monitor
|
January 2013 Monitor
|
January 2013 FlowWatch
|
December 2012 VA Fund Flow Watch
|
January 2013 529 Fee Analysis
|
4Q 2012 529 Fee Analysis
|
December 2012 FlowWatch
|
November 2012 VA Fund Flow Watch
|
December 2012 Monitor
|
December 2012 Monitor
|
December 2012 Windows
|
Windows Into the Mutual Fund Industry November 2012
|
December 2012 529 Qualitive Quarterly
|
3Q 2012 529 Quarterly Update
|
November 2012 Monitor
|
November 2012 Monitor
|
November 2012 FlowWatch
|
October 2012 VA Fund Flow Watch
|
November 2012 Alternatives Quarterly
|
3Q 2012 Alternatives Quarterly Update
|
October 2012 Monitor
|
October 2012 Monitor
|
October 2012 FlowWatch
|
September 2012 VA Fund Flow Watch
|
September 2012 Monitor
|
September 2012 Monitor
|
September 2012 FlowWatch
|
August 2012 VA Fund Flow Watch
|
September 2012 Video
|
In-Depth Report: In-Plan Guarantees
|
August 2012 Monitor
|
Annual Strategic Planning 2012 Monitor
|
August 2012 FlowWatch
|
July 2012 VA Fund Flow Watch
|
August 2012 Alternatives Quarterly
|
2Q 2012 Alternatives Quarterly Update
|
August 2012 Windows
|
Windows Into the Mutual Fund Industry August 2012
|
July 2012 FlowWatch
|
June 2012 VA Fund Flow Watch
|
June 2012 Annual Feature
|
2Q12 Lifecycle Qualitative
|
June 2012 Monitor
|
June 2012 Monitor
|
June 2012 FlowWatch
|
May 2012 VA Fund Flow Watch
|
May 2012 Alternatives Quarterly
|
1Q 2012 Alternatives Quarterly Update
|
2012 Overviews Issue 1
|
Annual Update: Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2011
|
2012 Overviews Issue 2
|
Annual Update: Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2011
|
May 2012 Monitor
|
May 2012 Monitor
|
May 2012 Windows
|
Windows Into the Mutual Fund Industry May 2012
|
April 2012 FlowWatch
|
March 2012 VA Fund Flow Watch
|
April 2012 Monitor
|
April 2012 Monitor
|
March 2012 FlowWatch
|
February 2012 VA Fund Flow Watch
|
March 2012 Monitor
|
March 2012 Monitor
|
February 2012 FlowWatch
|
January 2012 VA Fund Flow Watch
|
February 2012 Monitor
|
February 2012 Monitor
|
February 2012 Alternatives Quarterly
|
4Q 2011 Alternatives Quarterly Update
|
February 2012 Windows
|
Windows Into the Mutual Fund Industry February 2012
|
January 2012 Monitor
|
January 2012 Monitor
|
January 2012 Video
|
In-Depth Report: Variable Annuity Guaranteed Living Benefit Product Profile
|
December 2011 Alternatives Quarterly
|
3Q 2011 Alternatives Quarterly Update
|
December 2011 Monitor
|
December 2011 Monitor
|
November 2011 FlowWatch
|
VA-Fund-Flow-Watch-Oct-11
|
November 2011 Windows
|
Windows Into the Mutual Fund Industry November 2011
|
October 2011 FlowWatch
|
September 2011 VA Fund Flow Watch
|
September 2011 FlowWatch
|
August 2011 VA Fund Flow Watch
|
August 2011 Overviews
|
July 2011 VA Fund Flow Watch
|
July 2011 Windows
|
Windows Into the Mutual Fund Industry August 2011
|
2011 Overviews Issue 2
|
Annual Update: Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2010
|
2011 Overviews Issue 1
|
Annual Update: Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2010
|
May 2011 Windows
|
Windows Into the Mutual Fund Industry May 2011
|
February 2011 Windows
|
Windows Into the Mutual Fund Industry February 2011
|
November 2010 Windows
|
Windows Into the Mutual Fund Industry November 2010
|
August 2010 Windows
|
Windows Into the Mutual Fund Industry August 2010
|
2010 Overviews Issue 3
|
Money Manager Financial Comparisons 2009
|
2010 Overviews Issue 2
|
Annual Update: Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2009
|
2010 Overviews Issue 1
|
Annual Update: Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2009
|
April 2010 Windows
|
Windows Into the Mutual Fund Industry May 2010
|
February 2010 Windows
|
Windows Into the Mutual Fund Industry February 2010
|
December 2009 Windows
|
Windows Into the Mutual Fund Industry December 2009
|
September 2009 Windows
|
Windows into the Mutual Fund Industry: September 2009
|
2009 Overviews Issue 4
|
Mutual Fund Advisory Fee Contracts - Analysis of Structures and Schedules - Fiscal Year 2008
|
2009 Overviews Issue 3
|
Annual Update: Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2008
|
2009 Overviews Issue 2
|
Money Management Financial Comparisons 2008
|
2009 Overviews Issue 1
|
Annual Update: Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2008
|
May 2009 Windows
|
Windows into the Mutual Fund Industry: May 2009
|
March 2009 Windows
|
Windows into Global Asset Management: March 2009
|
July 2008 Windows
|
Windows into the Mutual Fund Industry: July 2008
|
2008 Overviews Issue 4a
|
Annual Update: Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2007
|
2008 Overviews Issue 4b
|
Annual Update: Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2007
|
2008 Overviews Issue 3
|
Variable Annuity Trends: Industry Gearing Up to Meet Retirement Income Needs
|
May 2008 Annual Feature
|
Money Management Financial Comparisons 2007
|
February 2008 Windows
|
Windows into the Mutual Fund Industry: February 2008
|
2008 Overviews Issue 1
|
Closed-End Funds: Prospects for Growth Amid Challenges
|
August 2007 Windows
|
Windows into the Mutual Fund Industry: August 2007
|
2007 Overviews Issue 4
|
Rule 12b-1: Looking Back, Looking Forward, in the Context of a $12 Trillion Mutual Fund Industry
|
2007 Annual Feature Issue 2
|
Money Management Financial Comparisons 2006
|
2007 Overviews Issue 3a
|
Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2006
|
2007 Overviews Issue 3b
|
Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2006
|
2007 Overviews Issue 1
|
Variable Annuity Trends: Opportunities and Challenges Spell Continued Change
|
February 2007 Windows
|
Windows into the Mutual Fund Industry: February 2007
|
November 2006 Windows
|
Windows Into the Mutual Fund Industry: November 2006
|
August 2006 Windows
|
Windows Into the Mutual Fund Industry: August 2006
|
July 2006 Windows
|
Windows Into Global Asset Management - Issue 1
|
2006 Overviews Issue 4
|
State of the Fund Industry: Mid Year 2006
|
July 2006 Overviews
|
Money Management Financial Comparisons 2005
|
June 2006 Windows
|
Windows Into the Mutual Fund Industry: June 2006
|
2006 Overviews Issue 2
|
Annual Update: Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2005
|
2006 Overviews Issue 2a
|
Annual Update: Contractual Management Fee Breakpoint Schedule Comparison Fiscal Year 2005
|
May 2006 Windows
|
Windows Into the Mutual Fund Industry: May 2006
|
April 2006 Windows
|
Windows Into the Mutual Fund Industry: April 2006
|
March 2006 Windows
|
Windows Into the Mutual Fund Industry: March 2006
|
2006 Overviews Issue 1
|
An Update on the Variable Annuity Business: Benefits, Opportunities and Risks
|
February 2006 Windows
|
Windows Into the Mutual Fund Industry: February 2006
|
January 2006 Windows
|
Windows Into the Mutual Fund Industry: January 2006
|
December 2005 Windows
|
Windows Into the Mutual Fund Industry: December 2005
|
2005 Overviews Issue 5
|
Recent Developments in the Defined Contribution Plan Business
|
2005 Overviews Issue 4
|
Money Management Financial Comparisons 2004
|
2005 Overviews Issue 3
|
Mutual Fund Industry Fee and Expense Benchmarks - Fiscal Year 2004
|
2005 Overviews Issue 3A
|
Contractual Advisory Fee Breakpoint Schedule Comparison - Fiscal Year 2004
|
2005 Overviews Issue 2
|
Living Benefits and Rising Markets Sustain Variable Annuity Sales
|
2005 Overviews Issue 1
|
U.S. Exchange Traded Funds: Growth and Innovation
|
2004 Overviews Issue 7
|
Defined Contribution Plan Investments in Mutual Funds
|
2004 Overviews Issue 6
|
Trends in Separate Account Consultant Programs
|
2004 Overviews Issue 5
|
Moving On, with Reflections and Optimism (Money Management Financial Comparisons 2003)
|
June 2004 Annual Feature
|
Annual Update: Contractual Advisory Fee Breakpoint Schedule Comparison Fiscal Year 2003
|
June 2004 Annual Feature
|
Annual Update: Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2003
|
2004 Overviews Issue 4
|
The Surging Interest in Inflation-Protected Bond Funds and Fund-of-Fund Investments
|
2004 Overviews Issue 3
|
Can Closed-End Funds Sustain Their Expanding Appeal?
|
2004 Overviews Issue 2
|
A Rapid Recovery: Variable Annuity Business Overview and Thoughts for the Future
|
2004 Overviews Issue 1
|
Mutual Fund Fees: Facts, Trends, Economies of Scale, and Market Forces
|
2003 Overviews Issue 9
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International Equity Funds: Recent Trends and Promises of Future Growth, after the Storm
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October 2003 Special Presentation
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The Variable Annuity Marketplace: Dynamic Changes and the Benefits of Rising Stock Markets (Power Point Presentation)
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2003 Overviews Issue 8
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Defined Contribution Plan Investments in Mutual Funds - Recent Developments and Detailed 2002 Results
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October 2003 Industry Briefings
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Key Themes Shaping the Mutual Fund Industry (Power Point Presentation)
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September 2003 Special Presentation
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Simfund 3.0: A New Experience in Mutual Fund Analytics (Power Point Presentation)
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2003 Overviews Issue 7
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Future of Bond Funds; B-Share Confusion; Closed-End Fund Innovation; 2Q Update; and Simfund 3.0
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July 2003 Annual Feature
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Annual Update - Contractual Advisory Fee and Breakpoint Schedule Comparison Fiscal Year 2002
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July 2003 Annual Feature
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Annual Update - Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2002
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2003 Overviews Issue 6
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At the Halfway Point in 2003: Asset and Revenue Growth, and Improving Sentiment
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June 2003 Annual Feature
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Money Management Financial Comparisons 2002
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2003 Overviews Issue 4
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Fine-Tuning Pricing Strategies: Level Load Funds, Retirement Share Classes, and Protective Redemption Fees
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2003 Overviews Issue 3
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Responding to Today’s Needs: Income and Balanced Investments, Innovations, and Unity
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2003 Overviews Issue 2
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An Update on Section 529 Savings Plans: Rapid Growth But Challenges Ahead
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2003 Overviews Issue 1
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Conserving Capital and Relationships
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2002 Overviews Issue 17
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Opportunities and Challenges in Bringing Funds of Hedge Funds Down Market
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2002 Overviews Issue 16
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Planning and Anticipating Interest in Income Mutual Funds during 2003
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2002 Overviews Issue 15
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Defined Contribution Plan Investments in Mutual Funds: Recent Developments and Year-End 2001 Results
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September 2002 Annual Feature
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The Newest Funds 2001-2002: Fee Strategy Analysis for Selected Retail Funds
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2002 Overviews Issue 14
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Rising from a Difficult Summer; Evaluating the Challenges for Principal Guarantee Funds
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September 2002 Annual Feature
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Annual Update: Contractual Advisory Fee Breakpoint Schedule Comparison Fiscal Year 2001
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September 2002 Annual Feature
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Annual Update: Mutual Fund Industry Fee and Expense Benchmarks Fiscal Year 2001
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2002 Overviews Issue 13
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Stable Value & Market-Neutral Funds – An Update
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2002 Overviews Issue 12
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A Reassuring View of Redemption Activity Among Investors in Equity Mutual Funds
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2002 Overviews Issue 11
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First Half Reflections: In the Long-Term, Mutual Fund Will Be in Even Greater Demand
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2002 Overviews Issue 10
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Money Management Financial Comparisons 2001
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2002 Overviews Issue 9
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The Money Market Fund Business: At a Crossroads
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2002 Overviews Issue 8
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Monitoring Global Industry Developments for Ideas to Implement at Home
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2002 Overviews Issue 7
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Investor Confidence Overcomes Stock Market Anxiety; A Look at the Predictive Nature of Morningstar’s Category Ratings
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2002 Overviews Issue 6
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Mutual Fund Wrap and Supermarket Platform Update
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2002 Overviews Issue 5
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Mapping the Mutual Fund Industry from the Parent Companies' Viewpoint
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2002 Overviews Issue 4
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Capital Gains Distributions and Tax-Managed Funds in 2001
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2002 Overviews Issue 3
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Variable Annuities: 2001 in Review, Targeting Opportunities, and Contract Feature Evolution
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2002 Overviews Issue 2
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Dynamic Product Line Adaptations and Focus on 529 Plans
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2002 Overviews Issue 1
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Exchange Traded Funds: Progress and Limitations, an Update
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2001 Overviews Issue 11
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Planning for 2002 with Guarded Optimism - Part II
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2001 Overviews Issue 10
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Planning for 2002 with Guarded Optimism - Part I
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2001 Overviews Issue 9
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On a Path to Recovery of Investor Sentiment
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2001 Overviews Issue 8
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Enriching Financial Relationships: Strategies for Action
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2001 Overviews Issue 7
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Defined Contribution Plan Investments: An Update
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September 2001 FlowWatch
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What Will Investors in Equity Mutual Funds Do Now?
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2001 Overviews Issue 6
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Shaping Business Strategy Following a Traumatic Event
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2001 Overviews Issue 5
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Fee and Expense Trends: Annual Review
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2001 Overviews Issue 5
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Supplement: Contractual Advisory Fee Breakpoint Schedule Comparison
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2001 Overviews Issue 5
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Supplement: Mutual Fund Industry Fee and Expense Benchmarks
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2001 Overviews Issue 5
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Supplement: Newest Funds - Fee Strategies Analysis for Selected Retail Funds
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June 2001 FlowWatch
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IBD Fund & VA Contributions; Looking to 2002; Trends June and July
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May 2001 FlowWatch
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First Half 2001 Trends, Fast Growing Small Managers, New Registrations
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2001 Overviews Issue 4
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Targeting Opportunities in the Variable Annuity Business
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April 2001 Annual Feature
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2000 Money Manager Financial Comparisons
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April 2001 FlowWatch
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Potential for Bond Fund Sales; Results for April and May
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March 2001 FlowWatch
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Results for March and April; ETF Update
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2001 Overviews Issue 3
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Anticipating and Adapting to a Changing Mutual Fund Environment
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February 2001 FlowWatch
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February and March Results, New Product Development
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February 2001 Foundation Series
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The Defined Contribution Business: Strategies and Opportunities for an Evolving Future
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2001 Overviews Issue 2
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Accelerating Adoption of Mutual Fund Wrap Programs
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January 2001 FlowWatch
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Slowly Adjusting to a Bear Market, Recent Results, and VA Fees
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2001 Overviews Issue 1
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Asset-Based Fee Relationships and Investment Product Distribution
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December 2000 FlowWatch
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Capital Gains, ETF Update, New Registrations
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November 2000 FlowWatch
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DC Investor Activity; Weekly Summaries
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November 2000 Overviews
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Defined Contribution Market (Highlights of FOUNDATION Series Study)
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October 2000 Overviews
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2001 Outlook Part II: Sales and Asset Growth By Product and Distribution Channel
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October 2000 FlowWatch
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Investor Commitment, New Registrations
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September 2000 Overviews
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2001 Outlook Part I: Investment, Distribution, and Management Themes
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September 2000 FlowWatch
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Third Quarter 2000 Trends
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August 2000 FlowWatch
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Fund Asset Circulation, Sales Projections, ETF Update
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August 2000 Overviews
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Source of Industry Growth: Retail vs. Institutional - 1999 Results
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July 2000 Overviews
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Defined Contribution Survey: Year-End 1999 Results
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July 2000 FlowWatch
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Household Ownership of Funds; Variable Annuity Innovations
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June 2000 Foundation Series
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Enhancing Relationship Management and Customer Retention
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June 2000 Overviews
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Overview of Key Themes in the U.S. Mutual Fund Industry
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June 2000 FlowWatch
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Second Quarter 2000 Trends
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May 2000 Annual Feature
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1999 Money Manager Financial Comparisons
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May 2000 Overviews
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Exchange-Traded Funds: Promises and Limitations
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May 2000 FlowWatch
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First Half Highlights, Marketplace Updates, Direct Distribution Expands
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April 2000 FlowWatch
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Equity Redemptions, Market Neutral Fund Update
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April 2000 Overviews
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Recent Developments in the Variable Annuity Marketplace
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March 2000 Overviews
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1999 Annual Fee and Expense Trends
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March 2000 Supplement
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1999 Contractual Advisory Fee Supplement
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March 2000 Supplement
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1999 Fee and Expense Benchmark Supplement
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March 2000 FlowWatch
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First Quarter 2000 Trends
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February 2000 FlowWatch
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Exchange-Traded Funds; Managed Accounts
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February 2000 Overviews
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New Product Development
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January 2000 Overviews
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1999 Mutual Fund Trends and Developments
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January 2000 Supplement
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1999 Trends and Developments Statistical Supplement
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January 2000 FlowWatch
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Tech Funds; Int'l Resurgence; Benchmarking Redemptions
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2000 Overviews Issue 1
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Money Fund Update
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December 1999 FlowWatch
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Fourth Quarter 1999 Trends
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December 1999 Overviews
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Money Market Funds Update
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November 1999 Overviews
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A Decade of Growth: Large and Small Management Companies
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November 1999 FlowWatch
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Tax-Managed Funds and Tax-Efficiency; Capital Gains
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October 1999 FlowWatch
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Exchange-Traded Products; Shareholder Demographics
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October 1999 Overviews
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Forecast for 2000: by Product, Distribution Channel, and Financial Scenario
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September 1999 FlowWatch
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3Q99 Results; Technology Funds; Money Fund Managers
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September 1999 Overviews
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Trends and Developments in the Variable Annuity Business
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August 1999 Overviews
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Defined Contribution Survey: Year-End 1998 Results
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August 1999 FlowWatch
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Shareholder Characteristics; Variable Annuity Subadvisory Opportunities
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July 1999 FlowWatch
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Looking Ahead: Have Industry Sales Rates Peaked?
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July 1999 Overviews
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Sources of Industry Growth: Retail and Institutional - 1998 Results
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June 1999 Overviews
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A Supportive Perspective on Fund Opportunities and Misconceptions
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June 1999 FlowWatch
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Second Quarter 1999 Trends
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May 1999 Overviews
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Lipper Classifications: Methodology and Implications
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May 1999 FlowWatch
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Style Rotation; New Funds and Registrations
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April 1999 Annual Feature
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1998 Money Manager Financial Comparisons
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April 1999 Supplement
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Annual Fee and Expense Benchmarking Supplement
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April 1999 FlowWatch
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Distribution Channel Comparisons Using New Lipper Classifications
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April 1999 Overviews
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Fund Advisory and Sub-Advisory Fee Analysis; Variable Annuities Fees and Total Costs
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March 1999 Overviews
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Mutual Fund Wrap Program Update
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February 1999 Overviews
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1998 in Review: An Annual Summary
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February 1999 Supplement
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Overview of Key Themes for Mutual Funds: 1998 Issue
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February 1999 FlowWatch
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Variable Annuity Trends
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January 1999 FlowWatch
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Discussion on Morningstar Ratings and Investment Style Classifications
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January 1999 Overviews
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Value-Added Relationships with Advisors and Investors: Check Lists
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December 1998 Overviews
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Bond Fund Marketing in a Low Interest Rate Environment
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December 1998 FlowWatch
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Capital Gains Payouts and Reinvestment Rates; Recapturing Distributions
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October 1998 FlowWatch
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Focus on Money Market Funds
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October 1998 Overviews
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Tax-Managed Equity Funds
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September 1998 Overviews
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Sources of Industry Growth: Retail and Institutional - 1997 Results
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August 1998 Overviews
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Defined Contribution Survey: Year-End 1997 Results
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August 1998 FlowWatch
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The Summer Stock Market Drop and Investor Behavior
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July 1998 FlowWatch
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Market Neutral Funds and Packaging of Downside Protection; SI Service Enhancements
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July 1998 Overviews
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Sustaining the Industry’s Culture: Managing Relationships
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June 1998 FlowWatch
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Second Quarter 1998 Trends; Review of Concentrated Portfolios
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June 1998 Overviews
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Sustaining the Industry’s Culture: Managing Expectations
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May 1998 Overviews
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Advisory Fee Structures and Considerations
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May 1998 FlowWatch
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Closed-End Funds; New FlowWatch Presentations Based on Revised ICI Categories
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March 1998 Overviews
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Focus on Customer Retention: Some Determinants
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January 1998 Overviews
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1997 in Review: An Annual Summary
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December 1997 Overviews
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Update on International and Global Equity Funds
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November 1997 Overviews
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Fast-Growing Small Managers
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October 1997 FlowWatch
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The Growing Acceptance of Mutual Fund Wrap Programs
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September 1997 Overviews
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Pricing and Distribution Trends with Focus on Level-Load Funds
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August 1997 Overviews
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Key Events in the History of U.S. Mutual Funds
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August 1997 FlowWatch
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Tax-Sensitive Investments in Munis,Tax-Managed Equity, and VAs
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July 1997 FlowWatch
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Defined Contribution Survey: Year-End 1996 Results
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July 1997 Overviews
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Sources of Industry Growth: Retail and Institutional - 1996 Results
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June 1997 Overviews
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How Contractual Advisory Fees for Equity Funds have Changed since Early 1980s
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May 1997 Overviews
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Bond Investor Characteristics: Asset Velocity and Account Sizes; Bond Fund Annual Fee Benchmarking
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May 1997 FlowWatch
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Money Market Fund Expansion (vs. bank Deposits), MMF Fee Benchmarks, Waivers, and Yield-Driven Flows
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April 1997 FlowWatch
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Fees: To Average Investor, by Channel; Defining Peer Groups; Annual Benchmarking for Equity Funds
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March 1997 Overviews
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Equity Fund Fees: Variability of Pre-Expense Returns, Effect of Waivers, and Fee Correlation to Performance
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March 1997 FlowWatch
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Retention Strategies for a Changing Mutual Fund Environment
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February 1997 FlowWatch
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Distribution Trends: the Expanding Role of Financial Advisors
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February 1997 Overviews
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The Growth of Index Funds
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January 1997 FlowWatch
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1996 in Review: An Annual Summary
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November 1996 FlowWatch
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Morningstar Improved Classification System and the Important Addition of Category Benchmarking
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October 1996 FlowWatch
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Early Exploration of the Internet
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September 1996 Overviews
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Product Line Management Considerations
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August 1996 Overviews
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Fund of Funds, Lifecycle, and Other Allocation Programs
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August 1996 FlowWatch
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New Product Development Themes
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July 1996 Supplement
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Defined Contribution Survey: Year-End 1995 Results
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June 1996 FlowWatch
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Redefining Nat'l Broker-Dealers Role; Pricing, Level-Load, and Wrap Fund Update
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June 1996 Overviews
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Small Company Growth Strategies
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May 1996 FlowWatch
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Advantages and Risks in Advisory Fee Waiving Strategies
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April 1996 FlowWatch
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Equity Fund Fee Benchmarking
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March 1996 Overviews
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A Reassuring View of What Equity Fund Shareholders Will Do in a Bear Market
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March 1996 FlowWatch
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Mutual Fund Shareholder Accounts: Sizes and Share by Distribution Channels
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January 1996 Overviews
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1995 in Review: An Annual Summary
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December 1995 Overviews
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A Detailed Review of the Accelerating Growth of Fund Marketplaces (focusing on Schwab and Fidelity)
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December 1995 FlowWatch
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An In-Depth Review of Sales-Assisted vs. Direct Purchase Distributions
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November 1995 Overviews
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Communication Via the Internet
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September 1995 Overviews
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Changes in Investment Preferences and Measurement, and in Marketing and Distribution
|
August 1995 Overviews
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Appealing to the Broad Range of Consumer Financial Needs
|
August 1995 FlowWatch
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Money Market Fund Update
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July 1995 Supplement
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Defined Contribution Survey: Year-End 1994 Results
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June 1995 Overviews
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Direct Distribution Gains are Less than They Appear
|
June 1995 FlowWatch
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The Myth that Manager Size Equates with Competitiveness
|
May 1995 FlowWatch
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Determinants of Fund Company Success and Failure
|
May 1995 Overviews
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New Dimensions in Performance Analysis: 24 Ways of Benchmarking
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April 1995 FlowWatch
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Morningstar Ratings: Stability over Time
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March 1995 Overviews
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Equity Fund Asset Retention Challenges
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March 1995 FlowWatch
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Relative Performance Predictibility
|
February 1995 FlowWatch
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The Increasing Role of Equity Funds
|
January 1995 Overviews
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1994 in Review: An Annual Summary
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December 1994 Overviews
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Customer Retention Strategies
|
March 1994 Overviews
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Cash Flow Determinants: Relative Ranking and Morningstar Rating
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January 1994 Review
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The Emergence of Schwab's OneSource Programs
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June 1993 Overviews
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Brand Management and Loyalty
|
April 1993 Overviews
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CDSC Fund Financing Analysis
|
March 1993 Review
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How Fund Pricing Impacts Management Company Revenues
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February 1993 Review
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How Fund Pricing Impacts Investor Total Returns
|
February 1992 Overviews
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Pricing Alternatives: Front Load, CDSC, and the Emerging Level-Load Funds
|
October 1991 Review
|
Bond Fund Comparisons: 1980s vs. 1990
|
May 1991 Overviews
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The Accelerating Importance of CDSC Funds
|