Topic
By combining advisor preferences, client demographics, and 13F holdings data you can see where allocators are currently invested, how their exposures are shifting, vulnerable competitor products, and product gaps.
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What stands out is that flows were not moving in one clear direction. Instead, we saw continued demand for diversification
Breakaways remain an important source of RIA growth, but not every new advisor joining the channel is primarily interested in
Large Blend served as the top CIT inflow category in Q4 2025, attracting $47.2 billion, a sharp increase from $4.2