Broadridge, Schwab Team on Mutual Fund Analytics Portal
The portal lets mutual funds better understand how assets are generated and examine sales figures to see which advisors are excelling, how they rank against the market and other funds, and where they are gaining traction and adding clients, says Doug Hanson, vice president overseeing third-party mutual fund platforms at Charles Schwab.
"Omnibus processing has become the preferred means for intermediaries to hold fund positions, but it comes with an inherent lack of transparency into distribution
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