Topic
Track advisor transitions, firm mergers, platform changes, and channel‑level trends in real time so distribution teams can pivot quickly and maintain strong coverage.
SHARE THIS
What stands out is that flows were not moving in one clear direction. Instead, we saw continued demand for diversification
Breakaways remain an important source of RIA growth, but not every new advisor joining the channel is primarily interested in
Large Blend served as the top CIT inflow category in Q4 2025, attracting $47.2 billion, a sharp increase from $4.2