Mutual Fund Roulette: Will Your Clients Outlive their Mutual Funds?
This was a really interesting discussion.
Tim McCarthy is former president of Schwab (also ran an asset management firm in Japan and worked as an executive for Fidelity Advisor Services).
Dan Kern is a longtime asset manager who logged time at Schwab and Montgomery Funds (now president and CIO of Advisor Partners).
In this one-hour webinar, they announced announced new research that will help you determine when mutual funds are likely to merge or die out entirely (never a good thing they say). I served as moderator.
You can access the recording and the corresponding white paper (research findings) free via the BrightTALK thought leader channel: https://www.brighttalk.com/webcast/6867/93117