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).
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…
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.
New Research Highlights the Crucial Role that Digital Content Plays in Financial Advisor Decision Making
Thought leadership content is a critical way for asset managers to promote their investment philosophy, display how their products respond to market conditions, and win over advisors.
ISS MI’s Advisor Pulse Research Reveals Digital Content’s Role in Investment Decision Making
The Advisor Pulse Series – Digital Content report is based on the results of over 600 interviews with U.S.-based financial advisors in September 2024.