IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

Research

Research library

Research worth an advisor's time from research firms, asset managers, regulators, central banks, academics and think tanks, each with a short summary in our own words, plus AdvisorIQ's own analysis.

As of Oct 8, 2026, the library lists 3 pieces from research firms on etf strategy.

Titles marked with an arrow open on the publisher's site. How we choose.

ETF strategy

3 pieces · More on etf strategy

  1. Financial Advisors Receptive to Outsourced Models, Lean Into Diversification (opens escalent.co)

    EscalentResearch firm

    Escalent's 2026 survey of advisors finds 54% use model portfolios from asset managers, with frequent use rising fastest among advisors under 45. Average ETF allocations fell to 27.5% from 32.6% a year earlier while separately managed account use rose, and allocations to alternatives are expected to grow by 2028.

    Topic: ETF strategyescalent.co

  2. New ETF Launches Far Exceed Closures (opens cerulli.com)

    Cerulli AssociatesResearch firm

    Cerulli tracks ETF product development and finds launches still far outpace closures, with nearly 5,000 ETF strategies by the end of 2025. Active strategies made up 84% of 2025 launches, most issuers plan more in 2026, and more than 85% of closures since 2021 were funds under $50 million that never drew advisor demand.

    Topic: ETF strategycerulli.com

  3. The Newest Wave of ETFs Is Leading to Mini Bubbles (opens morningstar.com)

    MorningstarResearch firm

    Morningstar examines the record 1,117 ETF launches of 2025 and finds many chase popular themes after big runs. Most were actively managed, nearly half held fewer than 10 stocks, and they charged more than established funds, which the author argues makes diversification and low cost the better guides.

    Topic: ETF strategymorningstar.com

See also: Topics · Compliance deadlines and industry events · CE requirements, with sources · CE calculator · Search AdvisorIQ

Editorial

How we choose

  • Inclusion is editorial. No publisher pays to be listed, and none can.
  • We leave out any piece that features or recommends a specific fund, ETF, model portfolio or other product.
  • Summaries are AdvisorIQ's own words. We link to the original on the publisher's site rather than copy it.
  • We do not list pieces behind a paywall or a registration form, or pieces from media outlets and advisor platforms; we link to the original source instead.

More in our editorial standards.