Clients rely on you to navigate the complex financial market and deliver unique, continuous value to meet their investment objectives. You have the expertise, however it’s challenging to stay ahead of ever-changing market conditions, with research often time-consuming and costly.

Elevated Fears and Stress abound for registered SEC Adviser firms as they evaluate their firm’s readiness for an inevitable SEC examination for compliance with the new Marketing Rule.

U.S. large cap growth continues to outperform value, but value managers outperform benchmark as growth managers struggle to keep pace with Russell 1000 Index

Defined Benefit plans in the Investment Metrics Plan Sponsor Universes posted a median net return of 2.82% in the second quarter of 2023

Confluence’s first-of-a-kind analysis tool empowers users to explore our extensive dataset, conduct valuable research, and generate reports like this to assist asset managers in evaluating revenue retention, quantifying opportunities, and precisely valuing accounts.