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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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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