Resources
Insights, thought leadership, case studies, and more
Carlos Cardone to Appear on BNN Bloomberg’s “The Open”
From our quarterly ETF and Index Funds Report to in-depth features like our Insight Investment Funds report on Crypto ETFs,
U.S. Rep Movement Report: Independents and RIAs Continue to Gain Ground
The most common destination for departing reps was firms within the same distribution channel. However, a significant number of reps
Rep Movement Report: Movement to Independent, RIA Channels Driving Change
These trends signal an industry increasingly defined by fee-based models, regulatory-driven accountability, and the need for advisors to balance transactional
CIT Assets Reach New Heights: Exploring the US $6tn Opportunity
Collective investment trusts have aggressively pursued opportunities within retirement channels that were historically built around, and provided greater protection for,
Deciphering the US$6 Trillion Mystery: New Simfund Dataset Combines CIT, Mutual Fund and ETF Flows For The First Time
The CIT market has been a blind spot for asset managers for too long. By integrating Fund, ETF, and CIT
Pridham Report: U.K. Fund Group Net Retail Sales Show Improvement
While sales bounced back in Q4 from Q3’s annual low, significant outflows in September and November make it clear that
Windows into DC, Q4 2024: Defined contribution net flows return to pre-pandemic levels
Despite significant headwinds in withdrawals, gross inflows have reached new records every year since 2009, supported from both the employer
Private Credit Leads Advisor Alternative Investments
Advisors’ interest in alternatives has been strongest within private credit. The complexity of alternatives raises the importance of financial advisors
The Fund Manager’s Dilemma: Sales and revenue growth becoming disconnected as competition for MPS mandates puts pricing front and center
Asset managers are being pushed to increase their share of industry revenue to steady the top line. Profitability for most