Strong Start Boosts Confidence: Q1 2021 Fund Flows

With another year come and gone (in the case of 2020: hoorah!) and a new president inaugurated, 2021 leapt off the starting blocks with both a rising stock market and interest rates shooting higher. In response, assets flowed to equity and bond funds alike. The chart below shows that through the end of Q1 2021, … Continued

3 Ways Distribution Teams Collaborate & Win Assets with YCharts

Distribution teams have known for a long time, and well before covid-19, that more facetime with advisor-clients is key to success. While wholesalers are used to clearing hurdles to earn that facetime, work-from-home and virtual meetings are new and formidable challenges in their way. As advisors become increasingly hard to reach, distribution teams must become … Continued