Resources
By Region
North America
Congratulations to the 2026 Wealth Management Industry Awards (Wealthies) Finalists
As a data partner to Wealth Management and other leading global financial media organizations, our data supports audience development, research
Advisors Embracing New Active ETFs
RIAs led in total assets across both active ($442.7 billion) and passive ETFs ($1.7 trillion). Their active ETF holdings in
Who Really Decides Which ETFs Win? The Rise of Model Portfolios
Based on our analysis of 13F holdings disclosure data available on the ISS MI MarketPulse platform, we conservatively estimate that
EMEA & APAC
Congratulations to the 2026 Wealth Management Industry Awards (Wealthies) Finalists
As a data partner to Wealth Management and other leading global financial media organizations, our data supports audience development, research
Advisors Embracing New Active ETFs
RIAs led in total assets across both active ($442.7 billion) and passive ETFs ($1.7 trillion). Their active ETF holdings in
Who Really Decides Which ETFs Win? The Rise of Model Portfolios
Based on our analysis of 13F holdings disclosure data available on the ISS MI MarketPulse platform, we conservatively estimate that