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 end investors, translating product availability into real‑world portfolio decisions for clients who are often less directly engaged with the broader investment landscape.

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 tend to favor partners who demonstrate understanding of structure, values, and pace.

The Real Advisor Retirement Challenge: Succession, Not Supply 

At first glance, the data looks alarming: baby boomers and the advisors serving them are reaching retirement age. However, Vince highlights that most firms in Canada are not expecting a sudden drop-off in advisor capacity. Advisors are working longer (often into their late 60s and 70s) and many are still actively growing sizable, profitable practices. 

2026 Family Office Events to Know

Following ISS Market Intelligence’s acquisition of Family Office Access, ISS MI now offers expanded visibility into the global Family Office ecosystem.

Positive-sum Bond Market Boosted by ETFs

Since 2022, active mutual funds and ETFs have seen similar aggregate levels of demand, an impressive feat given the lower asset base for ETFs. Net deposits for bond active ETFs surpassed those for active mutual funds for the first time in an upward-trending market in 2025.