Original. Accessible. Actionable. A new era in asset management industry research.
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Joined September 2012
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If you're interested in trends in the #AssetManagement and #WealthManagement industry and you follow
@IgnitesResearch, you really should also follow
@lorenfox7
If you're interested in trends in the #AssetManagement and #WealthManagement industry and you follow @IgnitesResearch, you really should also follow @lorenfox7
An example of the #AssetManagement trends our research identified: #advisors seek more alternative, ESG and non-traditional investment products
AMG is on the hunt for companies that focus on liquid alts, ESG investing, wealth management, private markets and Asian investments: ow.ly/uoNZ50HPrfX
The hot, new c-suite role is the Chief Transformation Officer. People's United Bank has one, as does Western Union. Kraft Heinz hired its first. Is this a role that's needed in the wake of Covid? Does this make sense for #FinancialServices companies?
mckinsey.com/business-functi…
Big move in the #roboadvisor market! Expect robos to continue to accelerate the integration of tech into financial advice, rather than put #advisors out of work.
We’re thrilled to announce that Wealthfront has agreed to be acquired by UBS in a transaction valued at $1.4 billion. The strategic combination will help us deliver on our vision to make building wealth delightfully easy bit.ly/3nXn9EX
Many #AssetManagers are focusing on less-traditional strategies including #ESG funds, or on creative vehicles such as new kinds of active #ETFs. And #advisors are ready. So, what's next?
Watch our recorded, 35-minute webcast on product innovation: ignites.com/research/c/34216…
Liquid alt #MutualFunds had a great year in 2021, especially options and value arb strategies
Investors Piled Record $26B into Alt Mutual Funds
ignites.com/c/3448624/439964… #AssetManagement
Ignites Research retweeted
Here are the 10 SEC rules that could impact fund companies in 2022: ow.ly/mCIk50HqTsU
Ignites Research retweeted
Remote, schmemote. Some 96% of #AssetManagers we surveyed believe collaboration among colleagues within their departments is currently the same or better than it was pre-Covid. And that's having unforeseen benefits...
See our new piece: ignites.com/research/c/34361…
Ignites Research retweeted
On Tuesday, Dec. 14, @IgnitesResearch will hold a 35-minute webcast to discuss why #AssetManagers need to offer #advisors more non-traditional strategies and product vehicles, all with a client-service approach.
To register: bit.ly/3pSEEq6
Wow, @DeVoeCo projects that 2021 will end with a 45% jump in the number of #RIA M&A deals over 2020.
High valuations (thanks, #markets!), and a need for scale and succession plans are the top 3 reasons, DeVoe says. #WealthManagement #advisors
DeVoe RIA Deal Book™ Alert: RIA M&A activity achieved yet another milestone, crossing 200 transactions within a calendar year for the first time ever. Read more in our press release: buff.ly/3nZbmGM
@DavidDeVoe1
Ignites Research retweeted
Half of surveyed #advisors cite product lineup management (product mix, smooth launches, etc.) as “very important” or “crucial” to their opinion of an #AssetManager.
See our latest research: "Effective Product Menus Win Advisor Loyalty" ignites.com/c/3402614/433494… #AssetManagement
Financial #advisors are more interested than ever in innovative and less-traditional investment products -- including #ESG and #alternatives.
For how #AssetManagers should think about the opportunities, check out our new, 20-page research report at: ignites.com/research/report/…
Fewer than a quarter of surveyed product development executives say the traditional #MutualFund structure is very important or crucial for further product development. #AssetManagement
Product Execs Increasingly Pass Over Mutual Funds ignites.com/c/3395874/431334…
A big new partnership between one of the biggest #RIAs and a huge #401k specialist firm. The financial #advisors industry is getting more complicated...
planadviser.com/ma-update-lo…
A development worth watching if you follow the #401k / #retirement plan market
DOL is scrutinizing indirect compensation of recordkeepers, such as revenue-sharing from #mutualfunds and float income received on uncashed checks to participants, an industry lawyer said ow.ly/c5KQ50Gs6ie
Watch top execs from 2021 @FinAd_IQ Service Award-winners J.P. Morgan and Loomis Sayles discuss how they create the white papers & other content that win #advisor accolades. #FAIQServiceAwards
2021 Winners Reveal Strategies for Creating Killer Content financialadvisoriq.com/c/334…
Recordkeepers will continue to battle for DC plan #advisor attention with tools and technology, results of the annual @FinAd_IQ Service Awards indicate. #401k #FAIQServiceAwards
Tools, Service and Cyber Help Recordkeepers Stand Out financialadvisoriq.com/c/333…
Strong client service & business-building support helps #AssetManagers build loyalty among #advisors, the @FinAd_IQ Service Awards show.
What Advisors Value Most in Fund Sales Teams financialadvisoriq.com/c/333… #AssetManagement #FAIQServiceAwards