Model-portfolio use jumped to 42% while direct indexing and SMAs race toward $825 billion. How advisors outsource beta and keep the tax alpha in 2026.
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Interval funds hit $277B in January 2026. Fidelity, BlackRock, and Envestnet now embed private credit into advisor model portfolios. Here’s the full advisor playbook.
iShares iBonds passed $37B and BulletShares pushed the defined-maturity ETF category above $50B in 2026. December reset forces an advisor redeployment decision.
BlackRock-GeoWealth UMA model portfolios go live with 15% private allocation. Inside the 60/25/15 framework reshaping RIA portfolio construction in 2026.