In this episode, Goshka Folda, Global Head of Research, and Dennis Gallant, Associate Director at ISS MI, discuss the rising interest among financial advisors in specialized support. Dennis shares insights from the ISS MI Advisor Pulse Series – Specialists and Teams study, explaining the reasons behind the growing demand for specialized support, strategies for expansion, the obstacles faced, and a glimpse into what lies ahead for this sector.

Learn more about the Advisor Pulse Series: https://page.issmarketintelligence.com/advisor-pulse-series

Join Christopher Davis, Head of U.S. Fund Research, and Benjamin Reed-Hurwitz, Head of EMEA Research at ISS MI, as they unpack the findings of the Global Whitepaper: Growing Revenues, Not Assets, New Name of the Game. Uncover why seeking growth at the right price is essential, how active managers are adapting, and what the future holds for index funds and ETFs in the U.S. and U.K.

The full report is available now in the newly launched MarketSage research platform, a key addition to ISS MI’s suite of solutions designed to provide unparalleled access to surveys, insights, and unbiased research that empowers financial services professionals to make informed decisions and stay ahead of market trends.

In this episode, Benjamin Reed-Hurwitz, Associate Director of EMEA Research at ISS MI, leads a conversation with Goshka Folda, Global Head of Research at ISS MI, diving into the latest Household Balance Sheet (HBS) Report. Ben and Goshka dissect the evolving power dynamics, growth avenues, specialized strategies, and overarching trends, which, while focused on the Canadian wealth management landscape, provide transferable insights applicable to other geographies.

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For a deeper dive into the insights and analysis behind ISS Mi's Household Balance Sheet, visit https://page.issmarketintelligence.com/household-balance-sheet