Advisors Seeking Specialists on Complex Subjects, ISS MI Survey Shows
MarketPro provides actionable intelligence that enables asset and wealth management firms, insurance companies, service and technology providers to better target financial professionals including Registered Investment Advisors (RIAs), broker-dealers, trust companies, and insurance agents.
Are the Clouds About to Part for the UK Fund Industry? Key findings from the latest issue of The Pridham Report
2024 opened with elevated retail gross sales of UK domiciled funds compared to 2023. This included quarter-over-quarter and year-over-year sales growth in all three major asset classes.
ISS Market Intelligence Report Reveals 7% Decline in UK Multi-asset Fund Sales
Despite a marginal 2% increase within the broader financial adviser channel, the report uncovers challenges faced by various participants, with only 28% of fund managers registering growth in multi-asset fund sales.
ISS MI Enhances MarketPro Platform with Private Funds Intelligence
MarketPro provides actionable intelligence that enables asset and wealth management firms, insurance companies, service and technology providers to better target financial professionals including Registered Investment Advisors (RIAs), broker-dealers, trust companies, and insurance agents.
U.K. Model Portfolios Outperform Overall Fund Sales, ISS Market Intelligence Finds
The report highlights a significant surge in model portfolio investment fund sales in the second half of the year, an 11% growth compared to 2% for the entire investment fund channel on a trailing six-month gross sales basis.
New Brit ISA Policy: ISS MI Data Shows Decline in Demand Across Europe for Domestic Investments
European investors and fund selectors are increasingly investing abroad in search of equity returns and are leaving their home bias at home.
ISS Market Intelligence Report Reveals Scale as Key Driver for RIA Growth
The concentration of assets and RIA firms, wholesaling coverage challenges, growing centralized access, and blurring distinctions between advisor channels have asset managers rethinking their distribution strategy.
ISS MI Enhances Discovery Data MarketPro Platform with Comprehensive Branch Profiles
The addition of Branch Profiles offers users a unique industry snapshot and greater transparency through enhanced data on individual branches within financial services firms.
Majority of Advisors Shift to ETFs, ISS Market Intelligence Survey Research Finds
Product excellence is a necessary but insufficient ingredient for success in the active ETF arena. The right packaging, sales, and distribution strategies are essential. Getting those right is impossible without understanding the role advisors see them playing in their client portfolios
Investor Economics Household Balance Sheet Report: Canadian Household Financial Wealth Projected to Hit C$11 Trillion by 2032
The 2023 Household Balance Sheet Report forecasts Canada’s household financial wealth (investable assets) to expand from the 2022 year-end figure of C$6.186 trillion to C$ $11.244 trillion by the end of 2032, on a projected 10-year CAGR of 6.2 percent.