Resources
By Region - North America
Target-Date Strategies Continue to Drive CIT Growth While ETFs Maintain Flow Dominance
Target-date strategies continued to drive CIT growth in Q1, occupying eight of the ten largest inflow categories, reflecting their central
The Future of Wealth Management and the Key Growth Trends Emerging Across the RIA Landscape
. As more and more wealth and financial media firms invest heavily in events, marketing, and business development, data-driven audience
Advisor Pulse: 75% of Advisors Say Digital Content from Asset Managers Influences Investment Decisions
Advisors remain starkly split in their approaches by distribution channel, emphasizing the need for asset managers to target their content
Building a Family Office with Purpose Starts with Stronger Conversations
Family Offices are often formed at a moment of liquidity or transition. Capital is available, opportunities are visible, and there
Where DC Growth Is Happening: Takeaways from the 2026 PLANSPONSOR National Conference
Two structural changes came up repeatedly at the conference: the continued rise of collective investment trusts (CITs), and the acceleration
From the NYSE: 3 Key Insights Shaping the Future of the Family Office Landscape
Most existing datasets rely on scraped or outdated information, often blurring the boundaries of what truly qualifies as a family
PPA Turns 20: The Future of Target-Date Funds
This trend has been most extreme in the top end of the market where large plans can use scale to
Infrastructure Up, Private Credit Down in Advisor Alts Outlook
Private credit remains the most widely used strategy, with 60% of advisors invested, but the momentum behind it has slowed
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