Insights & Resources
Expert advice on fundraising, investor intelligence, and building successful startups.
The State of RIA & Advisor Data in 2026: What Asset Managers Actually Need
Nearly 70% of RIAs manage less than $700M in assets yet most asset managers' data strategies haven't kept pace with how the channel is changing. Here's what distribution teams actually need in 2026.
How AI Is Transforming Wealth Management Prospecting: A Practical Guide for 2026
AI is reshaping how asset managers find and engage financial advisors and allocators. Here's what's working in 2026 — and what's just noise.
Family Offices Name AI Their Top Investment Theme — But Portfolios Tell a Different Story
Two-thirds of family offices rank AI as their leading investment priority, yet more than half have no exposure to growth equity or venture capital where much of the AI value chain is being built.
Hedge Funds Are Back: Institutions Increase Allocations After Alpha Winter
After a decade-long alpha drought, hedge funds delivered 16% returns in 2025. Now 45% of institutional investors plan to increase allocations—the highest level ever recorded.
Retail Capital Becomes Fastest-Growing Source in $240 Billion Secondaries Market
Evergreen funds serving individual investors are now the fastest-growing capital source in the secondary market for private equity stakes, reshaping how retail wealth accesses private markets.
AI Prompts ETF Wholesalers Use to Win More Advisor Business
Discover the specific AI prompts and strategies that top ETF wholesalers are using to research advisors, personalize outreach, and close more distribution partnerships.
RIAs Are Increasing Allocations to Active ETFs: What's Driving the Shift
Active ETFs are capturing record flows from RIA portfolios. Explore the factors driving this allocation shift and what it means for advisors and asset managers.
Top Private Equity Firms Using RIAs for Distribution of Funds
Private equity giants are increasingly partnering with RIAs to access high-net-worth capital. Learn which firms are leading this distribution evolution and how the partnerships work.
Top Management Hires in the RIA World in the Last 6 Months
A comprehensive look at the most significant executive moves shaping the RIA industry, from billion-dollar firms to fast-growing aggregators.
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