April 18, 2017
Lasting Provider Shakeup Expected From Passive Investing Shift
Over the past decade almost $3 trillion has moved from discretionary stock-picking funds to index-aligned investment strategies, according to TABB Group’s latest research, driven by both U.S. and European regulation.
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Passive Strategies Dominated Fund Flows in March
Long-term mutual funds and exchange-traded products experienced net deposits of $75.4 billion in March, slightly down from the $79.4 billion in net new flows seen in February, according to Strategic Insight, parent company of PLANADVISER.
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Housing Wealth Remains Key Retirement Income Source
When real estate is considered, households may be in better shape for retirement than anticipated, according to Hearts & Wallets.
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From the Magazine: Supersized
Leveraging provider resources can help achieve efficiencies and expand your business. 
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MOST READ ARTICLES
1
COMPLIANCE
2018 Contribution and Benefit Limits Announced
2
INVESTING
Advisers More Apt to Use CITs in Client Portfolios
3
CLIENT SERVICE
PANC 2017: Behavioral Finance and the Future of Improving Retirement Outcomes in the Digital World
4
INVESTING
PANC2017 Improving Plan Design for Retiring Participants
Millennials Least Knowledgeable About 401(k)s
A study finds that, overall, 37% of Americans cannot correctly describe a 401(k).
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RobustWealth Launches Robo Adviser
The platform will offer private label funds run with a combination of active and passive management.
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Editorial: Alison Cooke Mintzer alison.mintzer@strategic-i.com
Advertising: Paul Zampitella paul.zampitella@strategic-i.com
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