Target-date CITs reached 54% of $4.8 trillion in 2025 as mutual funds keep losing the 401(k). What advisors give up when the wrapper changes.
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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.
Taxable bond mutual funds pulled $12.3B in a single week ended May 6, 2026 while equity funds bled $32.6B. Inside the allocation pivot reshaping fund flows.
BlackRock-GeoWealth UMA model portfolios go live with 15% private allocation. Inside the 60/25/15 framework reshaping RIA portfolio construction in 2026.
ICI data shows money market funds at $7.63 trillion in April 2026. What advisors need to know about cash wall dynamics and fund flow rotation.
BlackRock’s ETHA and Fidelity’s FETH captured over 90% of $101M spot Ethereum ETF inflows. Inside the institutional concentration shaping crypto fund flows.
JPMorgan now controls $268B in active ETFs, passing Dimensional. Inside the league-table reshuffle defining fund distribution in 2026.
Broadridge’s 2026 Fund Brand 50 puts Capital Group at #2, knocking Vanguard to third. Inside the active comeback the indexing era was supposed to prevent.
Nearly 1,000 active ETFs launched vs. just 95 mutual funds – the lowest since 1983. Inside Broadridge’s 2026 Fund Brand 50 and what it signals.
Active mutual funds lost nearly $600B to ETFs over 12 months. Inside BlackRock’s record Q1, Fidelity’s squeeze, and what Vanguard is doing about it.