Education Planning Takes Center Stage at the 2026 529 Conference
As educational pathways diversify, providers and policymakers alike are rethinking how savings solutions can support families pursuing a variety of educational and professional goals.
Turning Industry Intelligence into Growth Opportunities at the 2026 MMI Annual Conference
If you’re attending, stop by Booth #124 at the MMI Solutions Center to meet our team and learn how firms are using data and intelligence to uncover opportunities, strengthen distribution strategies, and navigate a rapidly evolving marketplace.
RIA Aggregators Redrawing the Wealth Management Map
During the five-year period between 2021 and 2025, retail-focused RIAs attracted 9,525 reps from other channels, while independent broker-dealers brought in 5,780
Advisors Embracing New Active ETFs
RIAs led in total assets across both active ($442.7 billion) and passive ETFs ($1.7 trillion). Their active ETF holdings in fact surpassed the combined assets from traditional and independent broker-dealers as well as wirehouses.
Fund Launches and Liquidations Set to Shatter Old Records
Recent successes point to the outsized gains that managers can capture by being in the right place at the right time. The Roundhill Memory ETF was a standout example, gathering more than $22 billion in its first quarter, making it the fastest ETF to reach $10 billion in assets.
The Future of Wealth Management and the Key Growth Trends Emerging Across the RIA Landscape
. As more and more wealth and financial media firms invest heavily in events, marketing, and business development, data-driven audience strategies can play a critical role in creating more meaningful connections and better outcomes.
From the NYSE: 3 Key Insights Shaping the Future of the Family Office Landscape
Most existing datasets rely on scraped or outdated information, often blurring the boundaries of what truly qualifies as a family office. By bringing Family Office Access into ISS Market Intelligence, that gap can now be addressed through a combination of manually verified intelligence, ecosystem‑level relationships, and ISS MI’s global data infrastructure.
Infrastructure Up, Private Credit Down in Advisor Alts Outlook
Private credit remains the most widely used strategy, with 60% of advisors invested, but the momentum behind it has slowed sharply. Just 23% now expect to increase allocations to the strategy over the next 12 months, down from 64% at the end of 2024.
The Booming Shift Toward RIA Independence Isn’t One-Size-Fits-All
Breakaways remain an important source of RIA growth, but not every new advisor joining the channel is primarily interested in launching and operating a standalone firm. An increasing share of advisors are choosing to join existing RIAs as employees.
Growing Wave Toward Independence Gains Steam Amid Shifting Wealth Management Channels
A net of more than 2,500 representatives left broker-dealer firms to join RIAs in 2025. Independent channels gathered the second highest net amount, bringing on nearly 1,000 new reps last year.