RIAs Lead Financial Advisers in AI Tool Use
Most advisers told ISS Market Intelligence they used artificial intelligence tools to summarize information, rather than for more extensive analysis.
Tag: ISS Market Intelligence
RIAs Held Nearly $4T in ETF Assets in 2024
Registered investment advisers held nearly half of all active ETF assets and almost 40% of total ETF assets last year,...
2024 Sees Net Inflows of $3.1B to 529 Tuition Savings Plans
A provision of the SECURE Act 2.0 of 2022 that permits certain assets saved for education to be rolled over...
Financial Advisers Rank American Funds, Vanguard as Top Asset Managers
Advisers are most swayed by trust, performance and ease of business when evaluating a manager, according to ISS Market Intelligence.