Fund Sales Benchmarking: 2016
Perspectives 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 advisor-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.