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.Subscribe to MI Talk, the podcast brought to you by ISS Market Intelligence, for monthly episodes featuring in-depth discussions with thought leaders on timely and relevant topics in the asset and wealth management industries.For a deeper dive into the insights and analysis behind ISS Mi's Household Balance Sheet, visit https://page.issmarketintelligence.com/household-balance-sheet

In this episode, host Goshka Folda, Global Head of Research at ISS Market Intelligence, invites Dennis Gallant, Associate Director at ISS MI, to unravel the evolution of the RIA market. From newfound independence pathways to the ascent of professional buyers and expanded services, they delve into the impact on managing client assets, the growth of Enterprise RIAs, and the intricate dynamics of asset management support. Subscribe to MI Talk, the podcast brought to you by ISS Market Intelligence, for monthly episodes featuring in-depth discussions with thought leaders on timely and relevant topics in the asset and wealth management industries.For a deeper dive into Dennis's insights and comprehensive analysis, don't miss ISS MI's latest report: "RIA Market Insights: Refining the Opportunity." Access the full report here: https://page.issmarketintelligence.com/mi-us-research-ria-market-insights

In this episode of MI Talk, Goshka Folda, host of MI Talk and Global Head of Research at ISS Market Intelligence, welcomes Ashley Wood, Managing Director at ISS MI, as a cohost. Together with special guest Rocco Benedetto, Head of US WMI Field Distribution at Invesco, they delve into discussions on distribution, the liquidity opportunity, sales support for ETF-focused advisers, segmentation, targeting the RIA channel, and more.Subscribe to MI Talk, the podcast brought to you by ISS Market Intelligence, for monthly episodes featuring in-depth discussions with thought leaders on timely and relevant topics in the asset and wealth management industries.

Join Goshka Folda, host of MI Talk and Global Head of Research at ISS Market Intelligence, and Will Stevenson, Senior Research Associate at ISS MI as they delve into the 2023 edition of the Household Balance Sheet. In this episode, they explore the “Big Squeeze,” dissect the decline in household savings rate and uncover flows within different cohorts. Subscribe to MI Talk, the podcast brought to you by ISS Market Intelligence, for monthly episodes featuring in-depth discussions with thought leaders on timely and relevant topics in the asset and wealth management industries.

In this episode, our host Goshka Folda, Global Head of Research, invites Christopher Davis, Head of U.S. Fund Research, back to the show to discuss ISS MI’s five-year outlook for the U.S. asset management business, the growth of alternatives, and much more. This podcast draws on data and insights from ISS Market Intelligence’s recently released State of the Market —Future of Retail Products report.Subscribe to MI Talk, the podcast brought to you by ISS Market Intelligence, for monthly episodes featuring in-depth discussions with thought leaders on timely and relevant topics in the asset and wealth management industries.Simfund Enterprise subscribers have direct platform access to State of the Market — Future of Retail Products, or contact [email protected] to learn more.

In this episode of MI Talk, our host Goshka Folda, Global Head of Research at ISS Market Intelligence, delves into the fascinating world of model portfolio solutions (MPS) in the UK and how this trend is making waves globally. Joined by industry experts Mark Hamper, ISS MI’s Head of Client Data Strategy - Global Distribution Intelligence, and Benjamin Reed-Hurwitz, EMEA Research Leader at ISS MI, they discuss the evolution of MPS, insourcing vs. outsourcing fund selection, opportunities and challenges for fund managers, and the future of MPS. Tune in to gain valuable insights into the ever-changing landscape of the global retail financial services marketplace.Subscribe to MI Talk, the podcast brought to you by ISS Market Intelligence, for monthly episodes featuring in-depth discussions with thought leaders on timely and relevant topics in the asset and wealth management industries.

In this episode, our host Goshka Folda returns to North America to answer the question, where are the female advisors? Goshka is joined by Vince Linsley, Associate Director at Investor Economics, a unit of ISS Market Intelligence, to discuss ways to increase the percentage of female advisors within the industry. Vince provides further insight on obstacles that women face to entering the advice business, why it is important to have female representation in the industry and much more. Subscribe to MI Talk, the podcast brought to you by ISS Market Intelligence, for monthly episodes featuring in-depth discussions with thought leaders on timely and relevant topics in the asset and wealth management industries.

In this episode, the MI Talk podcast series makes a stop across the globe to discuss the ins and outs of the Australian market. Our host Goshka Folda, Global Head of Research, invites Alex Dunnin, Research Director at ISS MI’s Australia-based Rainmaker Information, to share with listeners why global money managers, wealth managers, and retirement funds should care about what's happening in Australia; what assets Australian investors tend to buy; and ways global fund managers can connect with the Australian market.Subscribe to MI Talk, the podcast brought to you by ISS Market Intelligence, for monthly episodes featuring in-depth discussions with thought leaders on timely and relevant topics in the asset and wealth management industries.

In this latest episode of MI Talk, host Goshka Folda, Global Head of Research at ISS Market Intelligence, invites Dennis Gallant, Associate Director of ISS MI’s Product Engagement Specialist team, to discuss retirement income. As Baby Boomers retire at an unprecedented scale and factors like increased cost of living, longevity, and conflicting financial objectives multiply in retirement, the decumulation phase presents financial advisors and asset and wealth managers with a unique opportunity for shoring up and deepening their client relationships. Yet, while the decumulation opportunity looms large, so do challenges for advisors and their product and platform partners. All will have to expand and adapt their capabilities and toolkits to help households solve retirement dilemmas. Dennis and Goshka discuss how the industry should approach decumulation to ensure a smooth transition into retirement for clients and how advisors can use this opportunity to cultivate the next generation of investors. Subscribe to MI Talk, the podcast brought to you by ISS Market Intelligence, for monthly episodes featuring in-depth discussions with thought leaders on timely and relevant topics in the asset and wealth management industries.

This month’s episode features two familiar guests, ISS Market Intelligence’s Mark Hamper, Head of Client Data Strategy - Global Distribution Intelligence, and Benjamin Reed-Hurwitz, EMEA Research Leader. Mark and Benjamin join our host Goshka Folda, Global Head of Research at ISS MI, to discuss the rise of model portfolios and their significance to fund flows in the UK, which allows advisers to outsource asset allocation and fund selection, seems well-positioned to capitalize on the ongoing shift away from the “adviser as portfolio manager” value proposition narrative. The dislocation of the investment process away from the adviser, however, will add complexity to the wholesaling equation and may necessitate a rethink of determining wholesalers’ number one target.Subscribe to MI Talk, the podcast brought to you by ISS Market Intelligence, for monthly episodes featuring in-depth discussions with thought leaders on timely and relevant topics in the asset and wealth management industries.