Mutual Funds

BBD’s Industry Insights Video Series: Mutual Fund to ETF Conversions

By Nottingham|2023-10-27T13:52:24+00:00September 15th, 2021|

Nottingham's Jace Schuppan joins BBD's Jim Kaiser in a conversation about mutual fund to

What boards need to know about mutual fund-to-ETF conversions

By Nottingham|2022-03-11T15:52:54+00:00July 21st, 2021|

Fund Directions Naimish Keswani July 9, 2021 Mutual fund sponsors this year have successfully

Door Opens for Small Funds to ETF Conversion

By Nottingham|2023-10-27T14:17:34+00:00January 21st, 2021|

Nottingham CEO, Kip Meadows, chats with Jackie Noblett about mutual fund to ETF conversions.

Tips for Converting Mutual Funds to ETFs on a Tax-Free Basis

By Kip Meadows|2022-03-11T15:53:33+00:00July 14th, 2020|

The MutualFundWire.com July 13, 2020 Kip Meadows Mutual funds sometimes merge or choose to

Protecting Participants: What to Know about Mutual Fund Boards

By Nottingham|2022-03-11T15:53:59+00:00December 19th, 2019|

PlanAdviser  By Lee Barney October 31, 2019 Mutual fund boards often do a better

Are there still situations where a mutual fund is the best solution?

By Kip Meadows|2022-03-11T15:54:00+00:00December 17th, 2019|

By: Kip Meadows ETFs currently dominate the investment fund conversation. ETFs account for a

What is direct indexing?

By Nottingham|2022-03-11T15:54:00+00:00September 24th, 2019|

U.S. News & World Report Rebecca Lake Sept. 20, 2019 A fresh take on

8 Great Benefits of Mutual Funds

By Nottingham|2022-03-11T15:54:00+00:00September 23rd, 2019|

U.S. News & World Report Coryanne Hicks September 19, 2019 Do mutual funds belong

How to Invest Your First $1000

By Nottingham|2022-03-11T15:54:34+00:00June 24th, 2019|

U.S. News & World Report Coryanne Hicks June 20, 2019   These are good

Choosing interval funds over mutual funds

By Kip Meadows|2022-03-11T15:54:35+00:00December 11th, 2018|

USA Herald Kip Meadows July 29, 2017   The average investor has a lot