Investor Economics Household Balance Sheet Report: Canadian Household Financial Wealth Projected to Hit C$11 Trillion by 2032
The 2023 Household Balance Sheet Report forecasts Canada’s household financial wealth (investable assets) to expand from the 2022 year-end figure of C$6.186 trillion to C$ $11.244 trillion by the end of 2032, on a projected 10-year CAGR of 6.2 percent.
ISS Market Intelligence Signs Expression of Interest to Acquire Assets of The Pridham Report
Adding the Pridham Report to our U.K.- and EMEA-focused solutions would further our ability to help clients understand their competitive position and market trends affecting their growth across both retail and institutional channels
Simfund Platform Launches Comprehensive Fee and Expense Intelligence for Irish Domiciled Funds
The comprehensive fee and expense intelligence covers over 100 unique data attributes, is captured at the share class level, and is updated annually and refreshed monthly.
ISS Market Intelligence Forecasts Long-term U.S. AUM to Reach $37.4 Trillion by End of 2028
The report projects that long-term assets under management (AUM) will climb approximately $12 trillion from 2024 to 2028, to an estimated $37.4 trillion by the end of 2028.
Model Portfolios Remain a Key Driver of U.K. Gross Fund Sales, ISS Market Intelligence Finds
Model portfolio services have grown by leaps and bounds in the past decade and, as evidenced by ISS MI’s analysis of the first half of 2023, now seem positioned to become the default mass affluent option for many advisory firms.
ISS Market Intelligence Expands U.K. Product Offering with Launch of Adviser Clarity
Adviser Clarity addresses a critical gap in the U.K. asset management space, where data, analytics, and deeper insights into advisers with whom they do business remains essential for asset managers to stay ahead of the competition.
Responsiveness Nearly as Important as Performance in Cultivating Advisor Satisfaction, ISS Market Intelligence Study Finds
ISS Market Intelligence today announced the release of two studies surveying U.S.-based financial advisors and research analysts on their needs and satisfaction with the asset managers with whom they work.
Progress Remains Elusive for Female Representation in Canadian Brokerage Industry, ISS Market Intelligence Finds
The industry recognizes the need for better female representation in brokerage but may need to redefine what success looks like and how quickly it can be achieved,” said Vince Linsley, Associate Director at ISS Market Intelligence.
Fintech Finds Following, but Most Advisors Remain Reliant on Home Offices, ISS Market Intelligence Survey Shows
The survey, undertaken in May as part of the ongoing Selling Retail Investment Products Through Intermediaries research effort, measures advisor interest in financial technology provided by asset managers, home offices, and third-party sources.
ISS Market Intelligence Releases Annual 529 Industry Analysis Report
The report, now in its 14th year, provides an in-depth analysis of the state of the 529 industry as well as the decision-making and product-selection processes of individual survey respondents regarding education saving choices.