ETF share class adoption remains modest, averaging just over 2.4% of total fund AUM.
ETF Share Classes: Slow Rollout and Limited Adoption Among Existing Shareholders Read More »
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.
Most Active Managers Grew Assets Despite Outflows Read More »
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.”
Winning Advisor Attention Starts with the Right Format Read More »
Active ETFs continue to expand rapidly, and the ETF share class structure could become an important market entry point.
ETF Share Classes Create Another Route into the Active ETF Market Read More »
According to FUSE’s “National Accounts 2026” BenchMark survey, National Accounts headcount grew 3% from 2025 to 2026.
National Accounts Teams See Minimal Growth in Staffing Levels Read More »
