Advisors Warm Up to Fintech, but Most Remain Reliant on Home Offices
Over 95% of advisors report using fintech for trading and clearing, portfolio rebalancing, and investment analytics, according to a recent survey of 814 advisors conducted
Over 95% of advisors report using fintech for trading and clearing, portfolio rebalancing, and investment analytics, according to a recent survey of 814 advisors conducted
In the iconic game show, “The Price is Right,” contestants are challenged on their knowledge of the prices of various retail goods. In making their
NEW YORK (July 3, 2023) – ISS Market Intelligence (ISS MI), a unit of Institutional Shareholder Services and a leading global provider of data, analytics,
“Strive not to be a success, but rather to be of value.” – Albert Einstein Try practicing this as a fund manager, Albert. Fund managers
NEW YORK (June 13, 2023) – ISS Market Intelligence (ISS MI), a unit of Institutional Shareholder Services and a leading global provider of data, analytics,
LONDON (June 5, 2023) – ISS Market Intelligence (ISS MI), a unit of Institutional Shareholder Services and leading global provider of data, analytics, insights, media,
Building a brand is more akin to chiseling stone than molding clay. Brand perception is profoundly influenced by factors outside of marketing’s control—investment performance triumphs
Big Picture: On-platform financial adviser investment net flows and gross sales were significantly down from Q1 2022, with net flows being particularly muted. Net flows
NEW YORK (May 18, 2023) – ISS Market Intelligence (ISS MI), a unit of Institutional Shareholder Services and a leading global provider of data, analytics,
ISS Market Intelligence has released the latest edition in the Windows into Defined Contribution series. The Q1 2023 edition covers the defined contribution (DC) market
Over 95% of advisors report using fintech for trading and clearing, portfolio rebalancing, and investment analytics, according to a recent survey of 814 advisors conducted
In the iconic game show, “The Price is Right,” contestants are challenged on their knowledge of the prices of various retail goods. In making their
NEW YORK (July 3, 2023) – ISS Market Intelligence (ISS MI), a unit of Institutional Shareholder Services and a leading global provider of data, analytics,
“Strive not to be a success, but rather to be of value.” – Albert Einstein Try practicing this as a fund manager, Albert. Fund managers
NEW YORK (June 13, 2023) – ISS Market Intelligence (ISS MI), a unit of Institutional Shareholder Services and a leading global provider of data, analytics,
LONDON (June 5, 2023) – ISS Market Intelligence (ISS MI), a unit of Institutional Shareholder Services and leading global provider of data, analytics, insights, media,
Building a brand is more akin to chiseling stone than molding clay. Brand perception is profoundly influenced by factors outside of marketing’s control—investment performance triumphs
Big Picture: On-platform financial adviser investment net flows and gross sales were significantly down from Q1 2022, with net flows being particularly muted. Net flows
NEW YORK (May 18, 2023) – ISS Market Intelligence (ISS MI), a unit of Institutional Shareholder Services and a leading global provider of data, analytics,
ISS Market Intelligence has released the latest edition in the Windows into Defined Contribution series. The Q1 2023 edition covers the defined contribution (DC) market