Model Portfolio Sales Accelerate in Second Half of 2024, Finds New ISS MI Research
In today’s cost-conscious environment, IFAs are opting to take a balanced approach to investing. Interestingly, this is occurring through both the selection of balanced solutions and through the blending of actively and passively oriented solutions.
Carlos Cardone Talks ETFs 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, ISS MI continues to deliver data-driven intelligence that informs the market. I look forward to discussing these topics and sharing our expertise on the show.
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.