A recent Elite RIA Study indicated several common characteristics. Elite RIAs are more likely to use specialists in virtually every area except technology. This allows for a team-based approach that helps land bigger clients and allows professionals to focus on what they do best. Using Investment Specialists allows multiple advisors to work on client needs, …
S&P Global* reports that CUSIP* request volume surged significantly across corporate and municipal issuers, reversing a trend of flat to declining volumes of the prior two months. The September volumes were driven by an almost 85% monthly increase in requests for corporate debt identifiers and an 18% request for corporate equity identifiers. North American corporate …
CUSIP Volume Surges in September Led by Higher Corporate and Municipal Totals