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).
CIT Assets Reach New Heights: Exploring the US $6tn Opportunity
Collective investment trusts have aggressively pursued opportunities within retirement channels that were historically built around, and provided greater protection for, mutual funds. Data from Simfund found assets in CITs crossed US$6.1 trillion in September 2024.
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…
The Fund Manager’s Dilemma: Sales and revenue growth becoming disconnected as competition for MPS mandates puts pricing front and center
Asset managers are being pushed to increase their share of industry revenue to steady the top line. Profitability for most established managers will become equally—if not more—a story of efficiency.
Whose Portfolio is it, Anyway? Tailoring Your Fund Distribution Approach to Fund Selector Demands
Now more than ever, knowing the portfolio constructor behind clients’ portfolios is essential to winning in the UK fund market. Not only does each constructor show distinct preferences, but they may also exhibit distinct engagement and support preferences.
Have we hit the peak of the model portfolio adoption curve?
The model portfolio sector in the U.K. is at a crossroads. Following a sales boom in 2023, model portfolio (MPS) gross sales growth in the financial adviser channel in the U.K. slowed to just 6% during the first half of this year. This has left many people wondering: have we reached the peak of the […]
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.
Direct Indexing Opens Opportunities for Advisors to Pursue High-Net-Worth Clients
Direct indexing likely resonates with wirehouse advisors because it is an approach designed for ultra-high-net-worth clients that are most frequently found in the channel.
Interest in Active ETFs Is Growing, but Passive ETFs Continue to Dominate Advisor Preferences
While passive ETFs have been the largest driver of the activity, and account for more than 90% of ETF assets, interest in active ETFs has also grown steadily.
The Importance of Brand in a Crowded Financial Services Market
An asset manager’s brand is a critical differentiator in a crowded marketplace. Not only do advisors need to trust any firm they are willing to let manage client money, but they rely on strong brands to guide their decision making in a commodified market.