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Nearly half of surveyed advisor accounts are now managed through models, based on FUSE’s “Portfolio Construction: The Advisor View.”

Product teams use various criteria to monitor their existing product lineups. Two universal factors are sales feedback and the asset level of the strategy.

Advisors overwhelmingly consume rather than create social content; creators skew younger, signaling a shift in distribution strategy as the advisor base turns over.

Fewer distribution partners are raising the strategic importance of Strategic Relations teams.

From 2022 through 2Q26, the majority of the 100 largest fund firms (ACTIVE) grew AUM, even as most experienced outflows.

Despite many non-traded BDCs continuing to experience elevated redemptions, net assets reached $206.5 billion in 1Q26.

Advisor engagement varies by content type, reinforcing the need to match content to how it is consumed, according to FUSE’s “Marketing Support: The Advisor View.”

Active ETFs continue to expand rapidly, and the ETF share class structure could become an important market entry point.

According to FUSE’s “National Accounts 2026” BenchMark survey, National Accounts headcount grew 3% from 2025 to 2026.

Based on our forthcoming “Wholesalers: The Advisor View,” advisors estimate their top three distribution partners will account for nearly half of total assets by 2031.