Jackie Noblett
Senior Research Analyst at SS&C Technologies Blog
I ask questions about funds and ETFs and the people who sell them, then try and make sense of it. Hobby jogger, triplet mom, baseball fanatic. Opinions my own.
Articles
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2 weeks ago |
ssctech.com | Jackie Noblett
The registered investment advisor market is the fastest-growing channel in wealth management, but its assets and influence are increasingly concentrating among a set of mega RIAs with nationwide footprints. Many mega RIAs’ growth comes from frequent acquisitions of practices, from other business models or smaller independent RIAs. These firms are most often described as RIA aggregators. Asset managers are looking to this segment of the market to provide much-needed organic growth.
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Oct 8, 2024 |
ssctech.com | Jackie Noblett
Amid the laundry list of requirements to be a top product partner, wealth platforms want asset managers to help their advisors grow their business. Marketing teams dutifully respond with wide-ranging practice management content, and sales teams serve it up to advisors in their various interactions. But rarely does the content help make headway on a sale.
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Apr 16, 2024 |
ssctech.com | Jackie Noblett
Use data to identify advisors most likely to take a meeting. The significant rise overall in advisors’ preference for in-person meetings obscures some significant variation in interest among various advisor business models.
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Oct 20, 2023 |
ssctech.com | Jackie Noblett
The wealth management industry is in the early stages of a massive generational shift, as the Baby Boomers hand off client books and practice management responsibilities to a new generation of advisors. Distribution leaders who want to capitalize on this transition to build stronger inroads with teams, or protect their share of wallet from rivals looking to do the same, should be focusing their services on the needs of this next-gen leader.
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Oct 11, 2022 |
financialadvisoriq.com | Jackie Noblett
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Don’t let the law of small numbers distract you in the fee war. A 1bp fee cut on a 5bp index fund is a 20% cut. A 1bp cut on a 50bp active fund is a 2% reduction. The savings to the investor is the same: $1 on a 10k investment. Less than a cup of coffee.