NEW YORK (October 24, 2024) – ISS Market Intelligence (MI), a leading provider of data, analytics, insights, media, and events solutions to the global financial services industry, today announced the latest results of its ISS MI Advisor Pulse Series.
The Advisor Pulse Series – Digital Content report is based on the results of over 600 interviews with U.S.-based financial advisors in September 2024. The study highlights the growing influence of online resources, social media, and financial blogs in shaping adviser recommendations and development of client investment strategies. As advisors continue to navigate the complexities of an ever-evolving financial landscape, asset managers need to be able to target the right opportunities to share their content and establish productive partnerships with advisors.
Key findings include:
- Advisors place great importance on personalized outreach and face-to-face meetings from their asset manager partners. 30% of advisors cited in-person events as extremely useful, followed by 19% of advisors who said customized and personalized emails were extremely useful.
- There were, however, stark divides by channel. When asked how they prefer to consume pre-prepared content, 49% of RIA advisors said digital copies of written reports were their preferred medium, compared to only 9% that wanted this content via an in-person presentation. 27% of wirehouse and 28% of broker-dealer advisors meanwhile preferred in-person presentations.
- Education on sales ideas and strategies is the most sought out educational topic from advisors, with 29% citing this as what they are most looking for from asset managers.
Alan Hess, lead researcher on the ISS MI Advisor Pulse Series, commented on the findings: “This study underlines the importance of digital content in connecting asset managers to advisors, and in turn creating better relationships between advisors and their own clients. Asdemands on advisors’ time require them to take on a variety of responsibilities beyond pure investment management, asset managers will have to be considerate of those pressures when delivering thought leadership content.
“Advisors continue to gain extensive insights from in-person events and presentations but will have limited bandwidth to attend all the events that capture their attention. Having efficiently targeted collateral to keep them up to date on market changes and best practices for selling to clients will be crucial. The wide differences in preferences by channel for certain topics, with RIAs proving to be much more investment-focused, further emphasizes the need to, and benefits from, targeting the right markets,” added Hess.
To learn more about ISS MI’s Advisor Pulse Series, visit https://page.issmarketintelligence.com/advisor-pulse-series
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About ISS Market Intelligence
ISS Market Intelligence (MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry. ISS MI empowers asset and wealth management firms, insurance companies, distributors, service providers, and technology firms to assess their target markets, identify and analyze the best opportunities within those markets, and execute on comprehensive go-to-market initiatives to grow their business. Clients benefit from our increasingly connected global platform that leverages a combination of proprietary data, powerful analytics, timely and relevant insights, in-depth research, as well as an extensive suite of industry-leading media brands that deliver unmatched market connectivity through news and editorial content, events, training, ratings, and awards.
About ISS STOXX
ISS STOXX GmbH, through its group companies, is a leading provider of comprehensive and data-centric research and technology solutions that help capital market participants identify investment opportunities, detect qualitative and quantitative portfolio company risks, and meet evolving regulatory requirements. With roots dating back to 1985, we today deliver world-class benchmark and custom indices across asset classes and geographies and serve as a premier source of independent corporate governance, sustainability, cyber risk, and fund intelligence research, data, and related offerings. Our products and services give clients the scale and leverage they need to grow their business more effectively and efficiently. ISS STOXX, which is majority owned by Deutsche Börse Group, is comprised of more than 3,400 professionals operating across 33 global locations in 19 countries. Its approximately 6,400 clients include many of the world’s leading institutional investors who turn to ISS STOXX for its objective and varied offerings, as well as companies focused on ESG, cyber, and governance risk mitigation as a shareholder value enhancing measure. Clients rely on ISS STOXX’s expertise to help them make informed decisions to benefit their stakeholders.
Media Contact:
Terra Chang
Senior Associate, Marketing
press@issmarketintelligence.com
