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Research, Insights & Blog
Launches and Liquidations Q1 2025: Mutual Funds vs. ETFs
In this dynamic landscape, an impressive total of 195 new funds were introduced in just the first three months—a figure
Building a Better Data Foundation for Connecting with Financial Advisers and Insurance Agents
Our platform provides verified contact data for financial advisers and insurance agents, giving you the insights needed to identify, target,
New Research: U.S. Advisors tell us how they are responding to volatility
As investors seek help and reassurance from their advisors, intermediary advisors look to their employers and asset manager partners for
Fixed Income and Money Market Funds Lead April Market Sell-Off
After the announcement of widespread tariffs, investors reacted sharply. Weekly data, however, displayed less of a flight to safety and
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
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