MarketPro Annuity’s Growth Potential Score: Enriched opportunity targeting using predictive analytics
ISS MI’s Growth Potential Score is powered by a proprietary predictive model using machine learning trained on extensive quarterly annuity sales data.
MarketPro May Monthly Data Update
Year to date, ISS MI has added or updated hundreds of thousands of essential profile points in MarketPro, powered by Discovery Data.
ISS Market Intelligence adds new features to MarketPro
By putting greater emphasis on flows and allowing users to customise searches in a way that fits their needs, we can now offer the clearest and most dynamic view of month-on-month growth so firms can easily identify where the opportunities to drive value lie and create a clear plan for future action.
Building a Better Data Foundation for Connecting with Financial Advisors and Insurance Agents
Our platform provides verified contact data for financial advisers and insurance agents, giving you the insights needed to identify, target, and engage with the right prospects.
New Research: U.S. Advisors tell us how they are responding to volatility
As investors seek help and reassurance from their advisors, intermediary advisors look to their employers and asset manager partners for further help stabilizing both portfolios and client behavior.
MarketPro April Monthly Data Update
Year to date, ISS MI has added or updated hundreds of thousands of essential profile points in MarketPro, powered by Discovery Data.
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.