Insight Gisted Report March 2012

This issue of Insight reprises our well-established tracking of the fund industry’s load landscape. As always, our analysis provides an up-to-date view of the various load options and their progress from the asset, sales and redemption perspectives. This year’s analysis explores an additional angle; namely, how has the evolving fund industry load structure affected advisors on the front lines? With advisor compensation top of mind for regulators and industry observers alike, our research follows the load thread from the point-of-sale all the way to the advisors’ bottom lines.