Resources
By Region - North America
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
The Advisor Trends Powering ETF Growth and Portfolio Outsourcing
Understanding advisor sentiment is critical to understanding future asset flows. Advisors serve as the primary gatekeepers between asset managers and
How to Build Trusted Relationships with Family Offices
Family Offices remain selective as interest in private opportunities continues to expand. Attention is limited, expectations are high, and relationships