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.
Asset Managers Face a Defining Choice as Active ETFs Reshape the Retail Landscape
The headline takeaway for both emerging and established players is simple: advisors are embracing ETFs with conviction, and that demand is reshaping the supply side of product development. Our analysis shows that there is no single formula for success. What matters now is strategic clarity.
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.
Canadian Financial Assets Have Doubled and ETFs Are Leading the Market’s Transformation
Canadian household financial assets have more than doubled over the past decade, rising from $3.5T+ in 2014 to $7.5T+ in 2024, with a projected increase to $13.2T+ by 2034.
3 Insights from Exchange 2026: Active ETF Momentum, Meeting Advisor Demand, and Winning in a Slower-Growth Backdrop
With MarketPulse, ISS MI integrates cleansed 13F data to show who owns what, how much, and when for each ETF—complete with historical AUM and net flows by owner—and links Firm CRDs so distribution teams can connect directly to decision‑makers via MarketPro.
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.
ISS Market Intelligence at Future Proof Citywide: From Citywide Conversations to Distribution Clarity
Firms are actively reassessing territory design, coverage models, and channel prioritization to uncover new growth opportunities without adding unnecessary complexity.
Three Critical Transitions Reshaping Asset Management in 2026
There is substantial opportunity for asset managers in today’s ultra-competitive environment, but unlocking it requires a precise understanding of fund selector behaviour, strategy preferences, and fee sensitivity.