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Just Released
- State of the Industry Bulletin: Crafting a Sustainable Fund Product Lineup in an Uncertain Market Environment
- Maintaining an Edge in the IODC Market: Evaluating the Asset Manager Opportunity
- Mutual Fund Market Sizing, 2009-2013: An Analysis of Channels, Sales, & Assets
- Actively Managed ETFs Competitive Threat or Passing Fad?
- Investment Process: Successful Communication for Competitive Advantage
- Year-End 2008 Sub-Advised Mutual Fund and Variable Annuity Report
- Evolving VA Distribution: Perspectives from Advisors, Manufacturers, and Broker/Dealers
- ADVISOR INSIGHT Wholesaling Effectiveness 2008
Coming Soon
- Making Sense of Investor Needs in the Retirement Income Market
- VA Manufacturer Opportunity: Capitalizing on Market Upheaval
- Vehicle-Agnostic Investment Management
Recent Publications
- Guaranteed Income Sources: Current Products with Guarantees or Predictable Returns
- Caught Between Alpha & Beta: The Future of Retail Portfolio Construction
- Future Outlook for Lifecycle Funds: Insights into Emerging Trends and Growth Opportunities
- Retirement Income Quarterly Update
- Sub-Advised Quarterly Update
- 529 Quarterly Update
- Separately Managed Accounts Quarterly Update
- Variable Annuity Quarterly Update
- Lifecycle Quarterly Update
- IRA Rollover Dynamics 2008: Market Sizing, Benchmarks, & Best Practices
- European Sub-Advised Funds and Third-Party Fund-of-Funds Report
Upcoming Events
- FRC's 11th Annual MarkeTrends Conference - Coming Soon!
FRC Announcements
- Bruce Fador Named CEO of Financial Research Corporation (FRC)
- Market Downturn Has Not Dampened Net Sales Expectations for IODC Managers, According to FRC’s Latest IODC Study
- April 2009 Estimated Mutual Fund Net Flows
- Mutual Fund Inflows Will Bounce Back, According to FRC's Latest Mutual Fund Market Sizing
- FRC Teams Up with Harris Interactive to Provide a Comprehensive View of Advisor Decision-Making
- Marketplace Underestimates the Threat Posed by Actively Managed ETFs
- Marketers Brace for 10 to 20 Percent Budget Cuts in ’09…But Will Cutbacks Be Deeper?
- Actively Managed Mutual Funds Face Growing Pressure From Cheaper Beta and Higher Alpha Alternatives in the Retail Market According to Latest FRC Research
- Russell, American Century, and Putnam Among Firms Recognized For Responding to Advisors’ Needs In Turbulent Times
- Rollovers to Reach Half-Trillion Dollars by 2013 Presenting Tremendous Retention Opportunities for Proprietary & Investment-Only DC Managers
- European Sub-Advised Market Gains Momentum
- Unique "Apples-to-Apples" Analysis of Target-Date Funds in New FRC Lifecycle Study
- AssetMark, Dimensional Fund Advisors, and Russell Acknowledged for Being Focused on Advisors
- Marketing Materials Most Likely to Resonate with Delivery by Wholesalers
- Financial Execs Expect Marketings Contribution to Rise in Coming Years
- 1,800 Financial Advisors Rate Value-Added Programs and Marketing Practices
- more...