 |
Financial Research Corporation is a financial services consulting firm based in Boston. Since 1987 FRC has been the premier provider of competitive intelligence and analytic services designed to assist strategic planners and marketing professionals develop innovative financial products and services. To request information or speak with an analyst please contact Financial Research Corporation at 617-824-1325.
- October 2006 Estimated Mutual Fund Net Flows
- December 5, 2006
Stock and bond funds experienced net inflows of $29.8 billion in October. International/Global funds led Stock and bond funds experienced net inflows of $29.8 billion in October. International/Global funds led the way with net inflows of $14.4 billion, followed by Domestic Equity funds with a $8.4 billion net intake. intake.
- September 2006 Estimated Mutual Fund Net Flows
- November 6, 2006
Stock and bond funds experienced net inflows of $11.3 billion in September. International/Global funds led the way with net inflows of $9.8 billion, followed by Corporate Fixed Income funds with a $3.5 billion net intake.
- Manager Research Teams Disclose Major Shift in Packaging Investment Solutions in FRC Study
- November 6, 2006
Financial Research Corporation (FRC) proudly announces a research study of unmatched power, The New Gatekeepers: Navigating the Investment Manager Research Process at Distributors.
- FRC Names New President and Research Partners
- November 3, 2006
Financial Research Corporation (FRC) is pleased to announce the appointment of Mr. Michael Evans as president of the industry leading research and consulting firm following his successful tenure as FRC’s director of research.
- Advisors Rank VAs #2 for Rollover Assets
- Oct 16, 2006
Financial Research Corporation (FRC) uncovers the critical changes needed in variable annuity (VA) product development and promotional approaches in a hard-hitting study entitled Prospects for VAs in the Retirement Income Market.
- August 2006 Estimated Mutual Fund Net Flows
- Oct 2, 2006
Stock and bond funds experienced net inflows of $12 billion in August. International/Global funds led the way with net inflows of $10.1 billion, followed by Corporate Fixed Income funds with a $4.7 billion net intake.
- July 2006 Estimated Mutual Fund Net Flows
- Aug 28, 2006
Stock and bond funds experienced net inflows of $7.0 billion in July. International/Global funds led the way with net inflows of $7.3 billion, followed by Corporate Fixed Income funds with a $2.5 billion net intake.
- June 2006 Estimated Mutual Fund Net Flows
- July 31, 2006
Stock and bond funds experienced net outflows of $2.7 billion in June. Tax-Free Fixed Income funds led the way with net outflows of $25 million, followed by Government Fixed Income funds with a $0.2 billion net redemption.
- May 2006 Estimated Mutual Fund Net Flows
- June 27, 2006
Stock and bond funds experienced net inflows of $5.3 billion in May. International/Global funds led the way with net inflows of $10.1 billion, followed by Corporate Fixed Income funds with a $0.6 billion net intake.
- March 2006 Estimated Variable Product Net Flows
- May 23, 2006
Stock and bond underlying funds experienced net inflows of $4.9 billion in March. International/Global was the top-selling objective with net inflows of $5.5 billion.
Industry Veteran, Mark Phillips, To Assume Executive Management Responsibilities Of Founder T. Neil Bathon
Thirty-six percent of independent financial advisors report recommending health insurance to their clients, and 34% have suggested health savings accounts (HSAs) over the last 12 months, reveals a joint survey by Financial Research Corporation (FRC) and The Financial Planning Association (FPA).
- FRC Study Uncovers the Support, Tools, and Services Asset Managers Must Provide to Win Independent Advisor Business
- April 18, 2006
With advisors increasingly moving from captive broker/dealer channels to become independent advisors, Financial Research Corporation (FRC) and The Financial Planning Association (FPA) undertook a joint study to determine how independent advisors service their clients and how asset managers can better meet the needs of this unique distribution channel.
- February 2006 Estimated Variable Product Net Flows
- April 5, 2006
Stock and bond underlying funds experienced net inflows of $901 million in February. International/Global was the top-selling objective with net inflows of $1.5 billion. Corporate Fixed Income funds followed with a $630 million net intake.
- Visionary Asset Managers Set to Tackle Critical International Investment and Business Challenges at FRC’s Global Sub-Advisory Summit 2006 Conference
- February 27, 2006
Senior Executives from OppenheimerFunds, Morgan Stanley Investment Management, Delaware Investments, Robeco, Evergreen Investments, and more will join forces during a candid, interactive one-day conference chaired by FRC’s Director of Sub-Advisory Services, Jennifer Lippin Rexinis.
- FRC Releases Comprehensive Study of the Small-Business
- February 24, 2006
Financial Research Corporation (FRC) has released a comprehensive study on the development and distribution of small-business retirement plan products.