| Market Signals

Financial advisor portfolio dashboard showing interval fund and private credit allocations alongside equities and bonds, Bloomberg terminal style dark aesthetic with cobalt blue and gold data visualizations, institutional wealth management technology, 8k

Interval Funds Cross $277 Billion: Private Credit Is Now a Standard Portfolio Building Block for Advisors

May 28, 2026

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.

Browsing: UMA platform

Interval Funds Cross $277 Billion: Private Credit Is Now a Standard Portfolio Building Block for Advisors

The RIA Roll-Up Grows Up: Why Consolidators Are Selling Growth, Not Just Buying Firms

Private Credit’s Liquidity Reset: How Advisors Are Repositioning the Sleeve in Mid-2026

Choreo’s SpaceX Win: $5 Billion in Employee Wealth at 0.5% and What Every RIA Must Learn

Active ETFs Hit a Record $245 Billion in Q1 2026 — and 146 Quietly Closed Last Year. The Survivorship Trap Advisors Keep Missing

Family Offices After OBBBA: The Section 162 Test That Decides Whether Millions in Costs Are Deductible

Buffer ETFs Cross $80 Billion: What the 15% Floor Actually Costs Advisors in 2026

The GRAT Comes Back: Why a Permanent $15 Million Exemption Makes the Freeze Play Smarter in 2026

Vanguard and TIAA Put a Pension Back Inside the 401(k): The In-Plan Lifetime Income Push of 2026

Start your day with Market Signals