Fund Sales Benchmarking: 2016Perspectives on Intermediary Sales by Share Class and Distribution Channel |

Powerful market forces, along with future impact of the DOL Fiduciary Rule, have created an inflection point in mutual fund share class pricing and adviser-sold distribution.
Released in June 2016, the ninth annual Fund Sales Benchmarking report provides valuable clarity and benchmarking of share class pricing and distribution channel trends within the adviser-sold space. This study also includes analysis of fund sales at 10 leading broker-dealers—allowing for more granular benchmarking of sales trends within these important firms.
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KEY THEMES
- In-depth analysis of potential DOL Fiduciary Rule impact on mutual fund share class pricing
- The increasing "institutionalization" of fund pricing demands—including within fee-based platforms and also within the defined contribution investment only market
- Assessing the future of traditional brokerage classes, such as A and C shares
- Assessing growth within an evolving intermediary-sold marketplace, including emerging channels such as RIA and DCIO
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