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Model Portfolios Sell Out of UK Equities as Providers Go in Search of Gains
UK Model portfolio providers (MPPs) reduced their exposure to UK equities in the second quarter despite hiking their overall allocation
Direct Indexing Opens Opportunities for Advisors to Pursue High-Net-Worth Clients
Direct indexing likely resonates with wirehouse advisors because it is an approach designed for ultra-high-net-worth clients that are most frequently
Model portfolio sales slowed in first half of 2024, finds new ISS MI research
Model portfolio sales grew just 6% over the course of H1 2024 both in aggregate and amongst individual firms using
Interest in Active ETFs Is Growing, but Passive ETFs Continue to Dominate Advisor Preferences
While passive ETFs have been the largest driver of the activity, and account for more than 90% of ETF assets,
ISS MI Research Reveals Advisors’ Increasing Preference for Active ETFs and Direct Indexing Solutions
When presented with the same investment strategy from a top asset manager across multiple vehicles, 60 percent of advisors expressed
Windows into Defined Contribution, Q2 2024
CITs have accounted for a majority of passive DC assets since 2014 and grew to 61% by the end of
Outlook Improves for U.K. Asset Managers as Net Sales Rise During the ISA Season
Nearly six in 10 (59%) of the U.K.’s largest funds groups grew net sales in the second quarter – the
Case Study: Nitrogen – Driving High-Performing Sales
The keys to success can be traced to an integration of Nitrogen Wealth’s workstream and CRM system with MarketPro.
The Importance of Brand in a Crowded Financial Services Market
An asset manager’s brand is a critical differentiator in a crowded marketplace. Not only do advisors need to trust any