NEW YORK (February 21, 2024) – ISS Market Intelligence, a leading global provider of data, analytics, insights, media, and events solutions to the global financial services industry and part of the ISS STOXX group of companies, announces the release of its latest report, RIA Market Insights: Refining the Opportunity.
Leveraging data from across ISS MI, including advisor sentiment and behavior survey results and in-depth qualitative interviews with asset managers, product providers, RIA practices, custodians/platform providers, wholesalers, and related industry experts, the report provides a comprehensive overview of the retail RIA, including RIA only and the hybrid RIA marketplace. The research defines the various segments of RIA and provides market sizing, practice attributes, and client demographics.
This study also addresses the growing pro-buyer and enterprise RIA market and the approaches to distribution and support, including a dedicated team, cross-channel/practice mode distribution model, and national accounts, to assist firms in navigating the complex, fragmented, and competitive RIA market.
“The concentration of assets and RIA firms, wholesaling coverage challenges, growing centralized access, and blurring distinctions between advisor channels have asset managers rethinking their distribution strategy,” said Goshka Folda, Managing Director, Global Head of Research for ISS MI. “This report provides a discussion framework for identifying opportunities and deploying more efficient and effective sales support.”
Addressing challenges and opportunities in RIA distribution relative to traditional advisor channels, the report includes a detailed market sizing breakdown and provides qualitative perspectives on diverse distribution approaches. This report delves into the dynamic landscape of the RIA market, offering valuable insights to assist firms in navigating the complex, fragmented, and competitive RIA market.
Learn more about the RIA Market Insights: Refining the Opportunity Report here.
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About ISS Market Intelligence
ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry. ISS MI empowers asset and wealth management firms, insurance companies, distributors, service providers, and technology firms to assess their target markets, identify and analyze the best opportunities within those markets, and execute on comprehensive go-to-market initiatives to grow their business. Clients benefit from our increasingly connected global platform that leverages a combination of proprietary data, powerful analytics, timely and relevant insights, in-depth research, as well as an extensive suite of industry-leading media brands that deliver unmatched market connectivity through news and editorial content, events, training, ratings, and awards.
About ISS STOXX
ISS STOXX GmbH, through its group companies, is a leading provider of comprehensive and data-centric research and technology solutions that help capital market participants identify investment opportunities, detect qualitative and quantitative portfolio company risks, and meet evolving regulatory requirements. With roots dating back to 1985, we today deliver world-class benchmark and custom indices across asset classes and geographies and serve as a premier source of independent corporate governance, sustainability, cyber risk, and fund intelligence research, data, and related offerings. Our products and services give clients the scale and leverage they need to grow their business more effectively and efficiently. ISS STOXX, which is majority owned by Deutsche Börse Group, is comprised of more than 3,400 professionals operating across 33 global locations in 19 countries. Its approximately 6,400 clients include many of the world’s leading institutional investors who turn to ISS STOXX for its objective and varied offerings, as well as companies focused on ESG, cyber, and governance risk mitigation as a shareholder value enhancing measure. Clients rely on ISS STOXX’s expertise to help them make informed decisions to benefit their stakeholders.
Media Contact:
Morgan Stoll
Analyst, Marketing
press@issmarketintelligence.com
ISS Market Intelligence Report Reveals Scale as Key Driver for RIA Growth
NEW YORK (February 21, 2024) – ISS Market Intelligence, a leading global provider of data, analytics, insights, media, and events solutions to the global financial services industry and part of the ISS STOXX group of companies, announces the release of its latest report, RIA Market Insights: Refining the Opportunity.
Leveraging data from across ISS MI, including advisor sentiment and behavior survey results and in-depth qualitative interviews with asset managers, product providers, RIA practices, custodians/platform providers, wholesalers, and related industry experts, the report provides a comprehensive overview of the retail RIA, including RIA only and the hybrid RIA marketplace. The research defines the various segments of RIA and provides market sizing, practice attributes, and client demographics.
This study also addresses the growing pro-buyer and enterprise RIA market and the approaches to distribution and support, including a dedicated team, cross-channel/practice mode distribution model, and national accounts, to assist firms in navigating the complex, fragmented, and competitive RIA market.
“The concentration of assets and RIA firms, wholesaling coverage challenges, growing centralized access, and blurring distinctions between advisor channels have asset managers rethinking their distribution strategy,” said Goshka Folda, Managing Director, Global Head of Research for ISS MI. “This report provides a discussion framework for identifying opportunities and deploying more efficient and effective sales support.”
Addressing challenges and opportunities in RIA distribution relative to traditional advisor channels, the report includes a detailed market sizing breakdown and provides qualitative perspectives on diverse distribution approaches. This report delves into the dynamic landscape of the RIA market, offering valuable insights to assist firms in navigating the complex, fragmented, and competitive RIA market.
Learn more about the RIA Market Insights: Refining the Opportunity Report here.
###
About ISS Market Intelligence
ISS Market Intelligence (ISS MI) is a leading provider of data, insights, and market engagement solutions to the global financial services industry. ISS MI empowers asset and wealth management firms, insurance companies, distributors, service providers, and technology firms to assess their target markets, identify and analyze the best opportunities within those markets, and execute on comprehensive go-to-market initiatives to grow their business. Clients benefit from our increasingly connected global platform that leverages a combination of proprietary data, powerful analytics, timely and relevant insights, in-depth research, as well as an extensive suite of industry-leading media brands that deliver unmatched market connectivity through news and editorial content, events, training, ratings, and awards.
About ISS STOXX
ISS STOXX GmbH, through its group companies, is a leading provider of comprehensive and data-centric research and technology solutions that help capital market participants identify investment opportunities, detect qualitative and quantitative portfolio company risks, and meet evolving regulatory requirements. With roots dating back to 1985, we today deliver world-class benchmark and custom indices across asset classes and geographies and serve as a premier source of independent corporate governance, sustainability, cyber risk, and fund intelligence research, data, and related offerings. Our products and services give clients the scale and leverage they need to grow their business more effectively and efficiently. ISS STOXX, which is majority owned by Deutsche Börse Group, is comprised of more than 3,400 professionals operating across 33 global locations in 19 countries. Its approximately 6,400 clients include many of the world’s leading institutional investors who turn to ISS STOXX for its objective and varied offerings, as well as companies focused on ESG, cyber, and governance risk mitigation as a shareholder value enhancing measure. Clients rely on ISS STOXX’s expertise to help them make informed decisions to benefit their stakeholders.
Media Contact:
Morgan Stoll
Analyst, Marketing
press@issmarketintelligence.com
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