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.
CIT Assets Reach New Heights: Exploring the US $6tn Opportunity
Collective investment trusts have aggressively pursued opportunities within retirement channels that were historically built around, and provided greater protection for, mutual funds. Data from Simfund found assets in CITs crossed US$6.1 trillion in September 2024.
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 flows into one unified dataset within Simfund, we are providing the tools and insights they need to navigate this US$6 trillion market with precision and clarity. This new dataset reflects ISS MI’s commitment to equipping asset managers with actionable insights to drive better outcomes for their clients.
Private Credit Leads Advisor Alternative Investments
Advisors’ interest in alternatives has been strongest within private credit. The complexity of alternatives raises the importance of financial advisors that can walk investors through private and frequently opaque markets…
The Fund Manager’s Dilemma: Sales and revenue growth becoming disconnected as competition for MPS mandates puts pricing front and center
Asset managers are being pushed to increase their share of industry revenue to steady the top line. Profitability for most established managers will become equally—if not more—a story of efficiency.
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 managers facing increased competition for their traditional active strategies. Private credit has become a standout option as investors have heightened concerns about correlation between equity and bond returns.
Four things to watch out for in the next Pridham Report
It is vital for managers to have a clear picture of who is buying which funds and why. And, perhaps more importantly, which players are winning the battle for inflows.
The Future of Asset Management: ETFs, Alts, and Private Markets Reshape the Retail Landscape
While interest in active ETFs will likely not grow anywhere quickly enough to make up for the losses from active mutual funds, active fund buyers’ shift from mutual funds to ETFs could well put a giant pot of assets—about $1 trillion over five years—in play.
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 distribution groups leading to larger wins and losses.