Resources
News & Press Releases
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
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
ISS MI Research Shows Increase in Advisors Investing in Alternatives, With Private Credit Leading Alternative Investments
Financial advisors are critical in bridging the gap between complex alternative markets and investors’ needs, serving as partners to asset
ISS Market Intelligence Projects U.S. AUM to Hit $43.6 trillion by 2029 Amid Surge in Active Strategies and Liquid Alternatives
Our research underscores a pivotal transformation in the investment landscape. The convergence of increased market complexity and investor sophistication is
Pridham Report: Q3 disappoints after strong ISA season
As the wealth market in the UK has consolidated, it is more common to see partnerships between fund groups and