5 Shifts in Financial Advisor Demographics Reshaping Asset Management Strategies
Access to robust financial advisor data, a precise advisor contact database, and sharper financial advisor marketing will define who stays ahead.
ISS MI’s MarketPulse Delivers the Intelligence Asset Managers Need to Stay Ahead
MarketPulse delivers unmatched integrated product intelligence, including both retail and institutional products; covering over $141 trillion dollars in AUM across 50 global markets and 435 thousand share classes.
Top Insights for Asset Managers from the 2025 MMI Annual Conference
Attendees at MMI discussed the limitations of relying solely on historical performance or AUM growth. Instead, there’s a growing emphasis on understanding the context—who is buying, why they’re buying, and how those decisions are changing over time.
Meet ISS MI’s Team at Schwab IMPACT 2025 – Booth #720 in Denver!
Whether you’re looking to enhance your market strategy, gain competitive insights, or discover new opportunities, we’re here to help.
Active ETFs Continue to Gain Momentum, on Pace for Another Record-Breaking Year
Active ETFs dominated new product launches through the first half of 2025. The structure saw 396 new inceptions in the first six months of the year, eclipsing the 58 new active mutual funds and 60 new passive ETFs released over the same period.
Track the Trends Shaping Portfolios and Economies: Introducing Thematic Tagging in MarketPulse
Thematic funds aim to capture long-term structural changes. As of June 2025, U.S.-listed thematic fund assets have grown from $72B in 2018 to $223B—nearly threefold in just six years. MarketPulse US gives you a structured view into this fast-evolving space.
The Active ETF Advantage: Unlocking Growth in a Shifting Investment Landscape
Active ETF assets under management have grown tenfold since 2019, reaching over $1 trillion by May 2025. This surge is not just a headline; it’s a signal of deeper changes in investor behavior, advisor preferences, and product strategy.
529 Day 2025: Top Trends in 529
Hosted by Paul Curley, CFA, Executive Director of 529 & ABLE Solutions at ISS Market Intelligence, this webinar provided a 2Q 2025 update on 529 plans.
Advisor Pulse: Advisors Balance Independence and Business Development
New Business Development Stands Out as the Top Challenge for Advisors. A mere 19% of wirehouse advisors said this was their top challenge, compared to 27% of regional, independent, and bank broker-dealers and a much stronger 34% of registered investment advisors (RIAs).
U.S. Rep Movement Report: Independents and RIAs Continue to Gain Ground
The most common destination for departing reps was firms within the same distribution channel. However, a significant number of reps switched channels, drawn by higher payouts, improved access to technology, and closer alignment with client interests.