Advisor Pulse Series
Advisors Look for Guidance to Help Reassure Worried Investors
ISS MI surveyed 134 financial advisors to understand their responses to recent market upheaval and their expectations from their home offices and asset manager partners.
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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.