Topic
Understand advisor business models, client demographics, product usage, and investment preferences to enable tailored messaging and more precise product positioning.
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Passive ETFs dominated overall activity, capturing $614.7 billion of net inflows. While active ETFs manage a much smaller asset base
The latest Rep Movement Report shows that in 2025, nearly 39,000 representatives moved to another firm, an increase of more
Understanding advisor sentiment is critical to understanding future asset flows. Advisors serve as the primary gatekeepers between asset managers and