Resources
By Region - North America
What Is a Family Office? Five Key Insights for Investors, Asset Managers, and Advisors
With Family Offices now representing one of the fastest‑growing and most influential sources of global capital, this combination strengthens our
Here Are the Top 10 Fastest‑Growing Firms from Wealth Management’s 2026 RIA Edge 100 List
This year, Wealth Management’s 2026 RIA Edge 100 list, developed in partnership with ISS Market Intelligence (ISS MI), recognizes today’s
Defined Contribution Plans Build on a Decade of Growth With Assets Near $9.5T and Participation Expanding
The number of DC plans crossed 800,000, while the number of active participants grew to just shy of 95 million
Why RIAs Are a Driving Force in the ETF Boom
RIAs account for 63% of active ETF ownership within advised channels and nearly half of index ETF ownership, far surpassing
Nearly 1,000 Active ETFs Launched in 2025
The 969 new active ETFs launched in 2025 shattered the prior year’s record of 602, itself significantly above previous years.
ETFs, Bond Strategies, and Target-Date Funds Lead Inflows as Managed Vehicles Bring In $827B
In Q3 2025, managed vehicles recorded net inflows of $827.4 billion, according to data from ISS MarketPulse powered by Simfund
ETF Momentum Continues to Accelerate, Outpacing Mutual Funds, CITs and SMAs, Latest Insights Show
Passive ETFs captured the largest share of net flows at $384.2 billion. While active ETFs had assets under management of
Seven Ways the Asset Management Playbook is Being Rewritten for 2026
For firms navigating where to compete, how to grow, and how to serve a more diverse investor base, the ability
Why Active ETFs Are Among the Fastest‑Growing Segments in Asset Management and What You Need to Know
Active ETFs are no longer a question of if; it’s how and when.
New Products Lead Growth in Active ETFs
Active ETFs incepted after 2021 accounted for just shy of $500 billion of the vehicle’s recent growth spurt—nearly double all
The State of the Market: 6 Key Trends Driving Asset Management Through 2030
Since its launch in 2005, the State of the Market has been a trusted guide for asset managers, providing deep
5 Shifts in Financial Advisor Demographics Reshaping Asset Management Strategies
Access to robust financial advisor data, a precise advisor contact database, and sharper financial advisor marketing will define who stays