Resources
By Region
North America
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
Here’s a Look at the Key Trends Reshaping Canada’s Financial Wealth Landscape
For over three decades, the Household Balance Sheet Report from ISS Market Intelligence has served as a trusted guide for
4 Things Asset and Wealth Managers Need to Know About Their Future Client
Market volatility, demographic shifts, and evolving client expectations are forcing industry leaders to rethink growth strategies and competitive positioning.
EMEA & APAC
Pridham Report: 41 percent of fund groups report onshore net retail sales growth in Q3
Just 41 percent of U.K. fund groups reported onshore net retail sales growth in the third quarter, according to the
FT Adviser Names Top 100 Financial Advisers and Top 50 Boutique Firms in the U.K.
FT Adviser’s Top 100 Financial Advisers and FT Adviser’s Top 50 Boutique Firms lists, compiled in partnership with ISS Market
Pridham Report: 66 percent of fund groups report net retail sales growth in Q2 2025
Despite a small dip in gross sales, net flows turned positive as cooling geopolitical tensions meant that many portfolio decision