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/.