Episode 7

full
Published on:

25th Oct 2022

Intermediary Distribution and the Shifting U.S. Advisor Landscape

The U.S. advisor landscape has undergone a seismic shift over the past few decades, as advisors’ duties have evolved from facilitating transactions to holistic financial planning. Accompanying this shift towards advisor-as-financial-life-coach has been a broad move from transaction-based to fee-based compensation models, in which advisors increasingly levy a percentage fee on clients’ total assets under management (AUM).

The October episode of ISS Market Intelligence’s MI Talk podcast features Christopher Davis, Head of U.S. Fund Research, in discussion with host Goshka Folda on the changing advisor landscape and advisor preferences, and how asset managers can connect with advisors for success in the retail investment space.

This podcast draws on data and insights from ISS MI’s recently released State of the Market—Intermediary Distribution Report. Simfund Enterprise subscribers can access the report on the Simfund Research portal. Contact us to learn more: https://www.issgovernance.com/mi-universal-form/.

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About the Podcast

MI Talk
Conversations about topical issues, trends, and developments that are shaping the market intelligence landscape
MI Talk, a podcast series brought to you by ISS Market Intelligence (MI), delivers global coverage of developments in the asset management, wealth management, insurance, and distribution industries. Each episode features ISS MI’s experts in conversation about topical issues, trends, and developments that are shaping the market intelligence landscape, specifically, and global financial services industry more broadly.