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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
Are the Clouds Parting? – Q4 2023 Financial Adviser Sales Highlights
There were 689 financial adviser firms with £1 million in net sales or more during this quarter.
Bharat – A Tiger Ready to Roar
Although the Indian mutual fund industry dates back over 60 years, it is in the last decade that its growth
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
Hit or Miss: Review of Our Mid-Year 2023 UK Fund Flow Forecast
Although the six-month period to November 2023 proved challenging for fund managers, pockets of opportunity remained. Opportunity could be found
The Place to Be: Identifying Your Land of Opportunity
The UK domicile outshines the five other domiciles when it comes to AUMs achieved by active equity funds in their
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
Run Fund Run! Launching Funds May be More of a Sprint than a Marathon
Simfund’s newly-minted dataset reveals that just 25% of European-domiciled funds achieved the magic $100 million-AUM figure by their first birthday.
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