Advisors Warm Up to Fintech, but Most Remain Reliant on Home Offices
When crafting fintech solutions in these markets, it will be important for both asset managers and third-party providers to keep in mind advisors’ preferences and concerns. Ease of use was top of mind for the vast majority of advisors surveyed.
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.
Value is in the eye of the fund manager … err adviser … err investor … err regulator?
So how can one judge the value of a fund in isolation? Well, one logical answer would be to question whether a fund delivers, at a justified price, on its investment objective.
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.