
U.S. Rep Movement Report: Independents and RIAs Continue to Gain Ground
The financial advisory business, in the United States, is in constant flux. Indeed, thousands of registered reps switch firms each year in pursuit of better
The financial advisory business, in the United States, is in constant flux. Indeed, thousands of registered reps switch firms each year in pursuit of better
NEW YORK (March 12, 2025) – ISS Market Intelligence (ISS MI), a leading global provider of data and insights to the global financial services industry, announces the
Mutual funds remain a massive source of assets, with nearly US$50 trillion in assets under management globally. Recent years, however, have seen the legacy vehicle
ISS Market Intelligence (ISS MI), a leading global provider of data and insights to the global financial services industry, announces the offering of a revolutionary
Key Findings from the latest issue of The Pridham Report LONDON (13 February 2025) – The latest edition of the Pridham Report revealed an improvement in net
Asset managers are being pushed to increase their share of industry revenue to steady the top line. Profitability for most established managers will become equally—if not more—a story of efficiency.
In the dynamic landscape of UK fund management, staying ahead is not just an advantage, it is imperative. This is why it is so vital
Now more than ever, knowing the portfolio constructor behind clients’ portfolios is essential to winning in the UK fund market. Not only does each constructor show distinct preferences, but they may also exhibit distinct engagement and support preferences.
While interest in active ETFs will likely not grow anywhere quickly enough to make up for the losses from active mutual funds, active fund buyers’ shift from mutual funds to ETFs could well put a giant pot of assets—about $1 trillion over five years—in play.
Our research underscores a pivotal transformation in the investment landscape. The convergence of increased market complexity and investor sophistication is driving the shift toward active strategies and liquid alternatives.