Another Model Quarter – Q1 2024 Financial Adviser Sales Highlights
There were 839 financial adviser firms with £1 million in net sales or more during this quarter.
Are the Clouds Parting? – Q4 2023 Financial Adviser Sales Highlights
There were 689 financial adviser firms with £1 million in net sales or more during this quarter.
Gone Fishing (For Sales Leads)
Through Financial Clarity and Adviser Clarity clients can see both the concentration of fish across different ponds and the type of fish residing in each. Insights that can be leveraged to efficiently allocate sales resources based on the richness of the waters.
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.