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 flexibility with fiduciary standards.
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 investor sentiment is still fragile. The end of Q4 resurgence was driven by investors being able to move beyond UK budget uncertainty and investors looking to profit from soaring markets following the US election.