Topic
Track advisor transitions, firm mergers, platform changes, and channel‑level trends in real time so distribution teams can pivot quickly and maintain strong coverage.
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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