Resources
By Region - North America
529 in Focus: 3 Key Trends Shaping the Future of Education Savings in 2026
Greater flexibility, more sophisticated use of data, and sustained industry collaboration are reshaping how 529 plans are positioned and delivered.
The Booming Shift Toward RIA Independence Isn’t One-Size-Fits-All
Breakaways remain an important source of RIA growth, but not every new advisor joining the channel is primarily interested in
Equity Strategies Surge within SMAs, CITs: Total Market Highlights Q4 2025, Part 2
Large Blend served as the top CIT inflow category in Q4 2025, attracting $47.2 billion, a sharp increase from $4.2
Why Asset Flows Lag After Platform Placement: Key Takeaways from the 2026 NAPA 401(k) Summit
At the Summit, conversations moved beyond why income matters to how to implement and scale it. Firms are actively bringing
Quarterly Flows Across ETFs, Mutual Funds, and CITs Top $1 Trillion
Passive ETFs dominated overall activity, capturing $614.7 billion of net inflows. While active ETFs manage a much smaller asset base
Growing Wave Toward Independence Gains Steam Amid Shifting Wealth Management Channels
A net of more than 2,500 representatives left broker-dealer firms to join RIAs in 2025. Independent channels gathered the second