Advisor Pulse Series
The Importance of Brand in a Crowded Market
In a crowded financial services landscape, asset managers are looking to stand out.
While the wealth of available options and the heightened standards for performance pose challenges for asset managers trying to retain customers, an asset manager’s brand remains a critical differentiator.
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About the Authors
Greg Bawin
Greg Bawin is Managing Director of U.S. Research at ISS Market Intelligence. He oversees the firm’s advisor‑focused research series, including the Rep Movement Report, Advisor Pulse, and Selling Retail Investment Products Through Intermediaries. With nearly three decades of experience in investment industry research, Greg brings data‑driven expertise in advisor behavior, distribution dynamics, and competitive positioning across the U.S. wealth landscape.
Alan Hess
Alan Hess is Vice President of U.S. Research at ISS Market Intelligence and a lead contributor to the firm’s advisor‑focused research, including the Rep Movement Report, Advisor Pulse, and Windows into Wealth Management. With more than a decade of experience analyzing advisor mobility, product trends, and the evolving dynamics of the U.S. asset and wealth management landscapes, Alan brings expertise in interpreting advisor‑level data and market signals.