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 more a search for liquidity. Investors redeemed most heavily from their fixed income and money market holdings.
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).
Model Portfolio Sales Accelerate in Second Half of 2024, Finds New ISS MI Research
In today’s cost-conscious environment, IFAs are opting to take a balanced approach to investing. Interestingly, this is occurring through both the selection of balanced solutions and through the blending of actively and passively oriented solutions.
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 switched channels, drawn by higher payouts, improved access to technology, and closer alignment with client interests.
Rep Movement Report: Movement to Independent, RIA Channels Driving Change
These trends signal an industry increasingly defined by fee-based models, regulatory-driven accountability, and the need for advisors to balance transactional flexibility with fiduciary standards.
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.
Deciphering the US$6 Trillion Mystery: New Simfund Dataset Combines CIT, Mutual Fund and ETF Flows For The First Time
The CIT market has been a blind spot for asset managers for too long. By integrating Fund, ETF, and CIT flows into one unified dataset within Simfund, we are providing the tools and insights they need to navigate this US$6 trillion market with precision and clarity. This new dataset reflects ISS MI’s commitment to equipping asset managers with actionable insights to drive better outcomes for their clients.
Pridham Report: U.K. Fund Group Net Retail Sales Show Improvement
While sales bounced back in Q4 from Q3’s annual low, significant outflows in September and November make it clear that investor sentiment is still fragile. The end of Q4 resurgence was driven by investors being able to move beyond UK budget uncertainty and investors looking to profit from soaring markets following the US election.
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.