Fintech Finds Following, but Most Advisors Remain Reliant on Home Offices, ISS Market Intelligence Survey Shows
The survey, undertaken in May as part of the ongoing Selling Retail Investment Products Through Intermediaries research effort, measures advisor interest in financial technology provided by asset managers, home offices, and third-party sources.
Value is in the eye of the fund manager … err adviser … err investor … err regulator?
So how can one judge the value of a fund in isolation? Well, one logical answer would be to question whether a fund delivers, at a justified price, on its investment objective.
ISS Market Intelligence Releases Annual 529 Industry Analysis Report
The report, now in its 14th year, provides an in-depth analysis of the state of the 529 industry as well as the decision-making and product-selection processes of individual survey respondents regarding education saving choices.
Simfund Platform Launches Comprehensive Fee and Expense Intelligence for U.K. Domiciled Funds
The comprehensive fee and expense intelligence covers over 100 unique data attributes, is captured at the share class level, and is updated annually and refreshed monthly.
Branding Is A Collaborative Act
The top five brands identified by advisors as “best-in-class” are American Funds, Vanguard, BlackRock, JPMorgan, and First Trust.
Will Q1 Showers Bring Q2 Flowers for Financial Advisers?
A reversal in fortune was seen amongst wrappers with ISA net flows returning to positive after two consecutive quarters of outflows, and GIA accounts going into outflows after driving much of the positive flow activity in 2022.
ISS Market Intelligence: ESG Funds Weather Market, Political Storms of 2022
While 2022 revealed ESG products as hardly immune to broader pressures, their resilience amid challenging conditions should quell concerns that buyers would bail at the first sign of trouble,” said Christopher Davis, lead author of the report and Head of U.S. Fund Research at ISS MI.
Windows into Defined Contribution, Q1 2023
Goods-producing sectors are, as with employment figures, a relative minority, but represent an outsized proportion of DC assets. They accounted for 23% of active participants in DC plans as of year-end 2021 but made up 32% of industry assets over the same period.
American Funds, Vanguard, BlackRock, JP Morgan, and First Trust Deemed Best-in-Class Brands by Advisors, ISS Market Intelligence Study Finds
Survey findings show that 86 percent of advisors believe a strong brand is an important attribute when recommending asset managers to clients, with wirehouse advisors in particular, at 90 percent, placing value on a strong brand.
Conversation Starters: Boosting Advisor Engagement with Value-Add Programs
More than half (55%) of advisors overall ranked new client/business development as one of their top 3 challenges in 2023, making it the most frequently cited concern.