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.
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.
Majority of Advisors Shift to ETFs, ISS Market Intelligence Survey Research Finds
Product excellence is a necessary but insufficient ingredient for success in the active ETF arena. The right packaging, sales, and distribution strategies are essential. Getting those right is impossible without understanding the role advisors see them playing in their client portfolios