Passionate about helping people and orgs make great decisions through innovative processes and communication; allowing them to grow, align and achieve personal and business success! Sales, Customer Success & Ops Exec.
In the asset and wealth management sectors it is very helpful to see the movement and trends of advisors.
📰 ISS Market Intelligence in the News Citing data from MarketPro powered by Discovery Data | ISS Market Intelligence, a recent article in Financial Advisor IQ provides an in-depth look at over 65,000 advisor moves since 2018. It explores shifts in distribution across different industry models, specifically the trend in professionals moving from big brand wirehouses to independent advisory and brokerage models. Read the full article: https://lnkd.in/er47ZjWF