Now Available
The Rep Movement Report
ISS Market Intelligence’s Rep Movement Report tracks nearly 800,000 licensed reps to provide the long-view context behind the ongoing evolution of the U.S. wealth management landscape.
Leveraging its MarketPro Discovery platform’s extensive financial‑advisor datasets and analytics, ISS MI provides a unique view of representative movement across firms, intermediary channels, and business models. As the industry continues to be reshaped and thousands of representatives continue to change firms each year, understanding what drives this movement has become increasingly important for modern firms seeking to identify, engage, and retain advisors.
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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.