For financial advisors, working as part of a team is more popular than ever, with 55% of advisors working within some sort of team-based arrangement. In this Insights report, we look at the many...

This edition of Insights, focuses on new client acquisition. Using our granular and longitudinal industry dataset comprising 10 million North American wealth management clients, we look at how...

The retail wealth management industry is undergoing a fundamental demographic transformation, as the average age rises for both financial advisors and their clients. This seismic shift is already...

Europe’s domestic banks are increasingly at risk of losing ground in trade finance to larger regional and global banks that are winning over corporate clients with a powerful combination of broad...

View which asset managers are ranked highest by intermediary distributors in Asia for various factors, including: client service and relationship management.

Review key industry trends for the institutional investors market in Asia. Topics include current asset mix and expected allocation shifts, usage of ETFs, management fees, return expectations, key...

As retail investors poured back into bonds in late 2022, and the percentage of those bonds held directly grew from 32% at the end of 2021 to 51%—their highest level since early 2013—the market...

U.S. Treasury average daily notional volume (ADNV) traded in October came in just shy of $1 trillion, marking an 11% increase from October 2024. Treasury Bill trading between dealers and clients...

Total corporate bond market volume moderated in October following an exceptional September, with average daily notional volume (ADNV) at $51 billion—9% below last month’s quarter-end spike but still...

The Voice of Client – 2025 Australian Equity Investors Study aggregates feedback from Australia’s largest Institutional Equity investors to identify the top brokers in Equity research, research sales...