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NEW RESEARCH REPORT:
RIA Market Insights: Refining the Opportunity
The Retail Registered Investment Advisor (RIA) market remains a source of innovation and growth in the financial advisor marketplace and a distribution opportunity for asset management firms, product providers, custodians, and investment and advisor platforms, TAMPs, and fintech providers. Understanding the evolving RIA market opportunity is critical for firms focused on optimizing intermediary distribution channels.
The report is informed by ISS MI’s advisor sentiment and behavioral research, and our proprietary business intelligence, data and analytics platforms – synthesized through the unique vantage point of deep industry, market and product expertise.
Why does this matter?
- Identify which RIA segments are growing most to refine, size and target the addressable RIA market
- Deepen understanding of RIA product and distribution support preferences
- Best practices for distribution and marketing based on firms that are using the RIA distribution channel
- Decision framework on whether to employ a cross-channel, dedicated, or segmented distribution model
- and much more
To learn more about what’s included in this report including the table of contents, report framework, and special analysis sections. Fill out the form to download the brochure for more information.
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Informed by Proprietary Data, Analytics and Expertise
This report leverages data from across ISS MI’s suite of proprietary data platforms and research solutions, including advisor survey research, and qualitative insights from in-depth interviews with asset managers, custodians, and RIAs combined with market sizing and segmentation data from ISS MI’s Discovery Data and BrightScope solutions – synthesized through the unique vantage point of deep industry expertise.
ISS Market Intelligence has released the latest edition in the Windows into Defined Contribution series. The Q1 2024 edition examines sales activity in the advisor-sold defined contribution (DC) market, demonstrating the persistent advantage that mutual funds have held onto in this arena.
ISS MI announces the results of its ISS MI Advisor Pulse Series – Specialists and Teams study. Conducted through interviews with 782 U.S.-based financial advisors, the survey, executed in March 2024 and part of the ongoing Advisor Pulse Series research, delves into the crucial role of specialists in navigating complex financial landscapes.
In this latest UK financial adviser fund sales highlights, Benjamin Reed-Hurwitz, EMEA Research Leader at ISS MI, focuses on the latest net sales trends for Q1 2024, gathered directly from platforms and asset managers. Benjamin details fund sector performance, and considers changes taking place within the UK investment landscape.
ISS MI announces the release of The Pridham Report, Q1 2024, an analysis of fund sales and asset trends in the UK. This report provides insights into the developments in the industry, enabling fund groups to track their progress in the market.
ISS MI announces the release of its UK Multi-asset Fund Sales Report. This in-depth study offers invaluable insights into the landscape of multi-asset fund sales among financial advisers, providing a comprehensive overview of trends, challenges, and opportunities in the market.
ISS MI announces the addition of private funds data, including coverage of over 90,000 funds, to its MarketPro platform, powered by Discovery Data. Clients now have access to the most comprehensive data on private investment funds linked to the industry’s leading source of intelligence on the firms and financial professionals that power the market.