Strategic Insight

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  No-Load Share Classes Without 12b-1 Fees Tops in Mutual Fund Sales: Strategic Insight

  By Melanie Waddell, AdvisorOne  |  May 31, 2011

  No-load share classes, particularly those without 12b-1 fees, have become "the single most important share class in mutual fund sales through intermediaries," according to a new study by Strategic Insight (SI).

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  Small Firms Outpace Larger Firms in AUM Growth

  By Danielle Andrus, AdvisorOne  |  May 3, 2011

  Of the 25 fastest growing fund firms, 20 had less than $5 billion in stock and bond fund assets under management, Strategic Insight announced Tuesday.

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  ETFs Grow Slowly in Wraps

  By Marlene Y. Satter, AdvisorOne  |  April 26, 2011

  By the end of 2010, ETFs made up 25% of retail fund (mutual fund + ETF) assets in wrap, or fee-based advisory, programs at national broker-dealers. That was up from 22% at the end of 2008.

• Net Fund Inflows Slow to Nearly $7 Billion, Report Says

  By Janet Levaux, AdvisorOne  |  December 13, 2010

  November flows drop sharply from October, though international funds are still going strong

• Global X Hits $500 Million AUM; BlackRock Ranks It Fastest-Growing ETF Firm

  By Joyce Hanson, AdvisorOne  |  September 14, 2010

  With 14 exchange traded funds (ETFs) brought to market in the last 20 months, Global X Funds reached the $500 million threshold in AUM. BlackRock says Global X Funds is the fastest-growing ETF provider in the U.S., up 318% year to date.

• The ETF(k) Option: Putting ETFs into the Retirement Recipe for 401(k) Plans

  By Staff Writer  |  April 1, 2010

  Detractors claim that ETFs have no business inside 401(k) plans, but are they right? Will ETFs shake up the slow-moving 401(k) market by lowering fees...

• The new (boomer) generation of fund products

  By David Port  |  September 1, 2008

  Increased longevity and a down market are just a few of the concerns facing boomers in retirement. The mutual fund industry is stepping up with...