Discovery Data | ISS Market Intelligence

Due to popular demand, the Rep Movement Report – drawn from the industry’s most comprehensive dataset, is back! Our latest report covers: 💼 Cross and Intra-Channel Rep Movement 🌅 Rise of RIAs and Independents 🔍 Advisor Demographics Across Channels Access the Rep Movement Report here: https://hubs.li/Q02GNsY50

The foundation of any strong organization starts with the database. Activate yours with MarketLink Cleansing: https://hubs.li/Q02z6qnW0

Introducing private fund data for the financial services market! With insights on over 90,000 private funds including type, asset values, custodians, and administrators, ISS Market Intelligence Discovery Data MarketPro users can: 🔍 Identify private investment opportunities and execute go-to-market strategies ✨ Conduct competitor analyses using Custodian, Administrator, and Prime Broker insights 💻 Segment by Private Equity, Hedge, Real Estate, Liquidity, or Securitized Funds 📈 Increase distribution and diversify with traditional alternative investments. Learn more at https://hubs.li/Q02wzp_r0 or contact [email protected].

📊 Wondering how advisors set themselves apart with clients? Personalization and service top the list. We've analyzed survey data from over 700 advisor interviews to uncover the key tools! Check out this chart that reveals the top reasons cited by advisors: level of personalization (62% of advisors selected), quality of service (65% of advisors selected), investment expertise (35% of advisors selected), and financial planning/advice expertise (56% of advisors selected). Read our recent article "ISS MI Practice Management Pulse Study: March 2024." Subscribe to our Advisor Pulse Series to stay updated on the latest information and trends from advisors: https://hubs.li/Q02tQ2ld0

ISS Market Intelligence 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. This new platform expansion creates new opportunities for users to identify growth opportunities, understand the competitive landscape, and maintain accurate fund profiles. Read more: https://hubs.li/Q02tWB6Z0

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The list was developed by Wealthmanagement.com's #WMIQ research in partnership with ISS Market Intelligences' Discovery Data. Qualifying firms were limited to SEC-registered #investment advisory firms that provide #financialplanning services, have high-net-worth individuals as more than half of their client base and manage at least $500 million in #assets. Analyzing that subset of #RIAs, WMIQ ranked firms by several other metrics, including AUM growth over both one- and five-year periods, the ratio of employees to total clients, the percentage of employees with the CFP certification and average client account size, among other factors.

Introducing Branch Profiles for the Financial Services market! ISS Market Intelligence Discovery Data MarketPro users: 📝Get a detailed view of firms’ branches, including the number of representatives present at each location. 🔍Gain insight into their licenses, designations, and title categories. 🖥️Find the average age of representatives at the branch, advisor teams located within the branch, and more. Empower more precise targeting, segmentation, territory mapping, and go-to-market strategies. Learn more at https://hubs.li/Q02mxx6j0 or contact [email protected]

🎙️MI Talk: Decoding the RIA Evolution Tune in to our latest episode to hear Goshka Folda Global Head of Research, and Dennis Gallant, Associate Director at ISS MI, discuss the evolution of the RIA market and dive into our report, "RIA Market Insights: Refining the Opportunity." Tune in now: https://hubs.li/Q02m4JHT0

ISS Market Intelligence 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. Read the full press release: https://hubs.li/Q02lMKRj0