Ignites Research

Original. Accessible. Actionable. A new era in asset management industry research.

[Ignites Research @IgnitesResearch]

If you're interested in trends in the #AssetManagement and #WealthManagement industry and you follow
@IgnitesResearch, you really should also follow
@lorenfox7

[Ignites Research @IgnitesResearch]

If you're interested in trends in the #AssetManagement and #WealthManagement industry and you follow @IgnitesResearch, you really should also follow @lorenfox7

[Ignites Research @IgnitesResearch]

An example of the #AssetManagement trends our research identified: #advisors seek more alternative, ESG and non-traditional investment products

[Ignites @Ignites]

AMG is on the hunt for companies that focus on liquid alts, ESG investing, wealth management, private markets and Asian investments: https://t.co/cDn7BEVeOJ

[Ignites Research @IgnitesResearch]

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?

https://t.co/zG51JjpVJ9

[Ignites Research @IgnitesResearch]

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.

[Wealthfront @Wealthfront]

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 https://t.co/cGykUNsGng

[Ignites Research @IgnitesResearch]

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: https://t.co/FhXA6cMxqm

[Ignites Research @IgnitesResearch]

Liquid alt #MutualFunds had a great year in 2021, especially options and value arb strategies

Investors Piled Record $26B into Alt Mutual Funds
https://t.co/B81Mco9PIx #AssetManagement

[Ignites @Ignites]

Here are the 10 SEC rules that could impact fund companies in 2022: https://t.co/ZeE2vSqj2Z

[Loren Fox @lorenfox7]

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: https://t.co/Ghic3TgvWR

[Loren Fox @lorenfox7]

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: https://t.co/YZr5vGD20n

[Robin Wigglesworth @RobinWigg]

End of the Great Equity Shrinkage?

[Ignites Research @IgnitesResearch]

@CharlotteGelet1 If you don't already do this, ask them to break down how they would like to spend their work time (% of time on client service, prospecting, admin, etc.). Then ask them to break down how they actually spend their work time. Then address the disparities.

[Ignites Research @IgnitesResearch]

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 & Company @DeVoeCo]

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: https://t.co/RYMfNTRpJS
@DavidDeVoe1

[Loren Fox @lorenfox7]

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" https://t.co/uXjtAVLPxT #AssetManagement

[Ignites Research @IgnitesResearch]

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: https://t.co/WnnM6Qp9Th

[Ignites Research @IgnitesResearch]

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 https://t.co/QbwIN0ucWV

[Ignites Research @IgnitesResearch]

A big new partnership between one of the biggest #RIAs and a huge #401k specialist firm. The financial #advisors industry is getting more complicated...

https://t.co/TNZxyhRyFV

[Ignites Research @IgnitesResearch]

@lorenfox7 is speaking at the SME Forum's 2021 Fall Forum, Nov. 9-10. If you’re interested in the intersection of data, marketing and sales in #AssetManagement, check out the agenda…
https://t.co/PuPpB8TW4t

[Ignites Research @IgnitesResearch]

A development worth watching if you follow the #401k / #retirement plan market

[Ignites @Ignites]

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 https://t.co/L3Q1LUrUzQ

[Ignites Research @IgnitesResearch]

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 https://t.co/90UPss5Inf