# AdvisorIQ research library

As of Oct 8, 2026, AdvisorIQ's research library links to 126 pieces from 58 publishers, including research firms, asset managers, regulators and academics.

As of: 2026-10-08
Address: https://advisoriq.com/research/

## Facts

- pieces: 126
- publishers: 58
- by_topic: Markets and economy: 15, Tax planning: 11, Retirement income: 17, Estate planning: 8, Portfolio construction: 9, Fixed income: 7, ETF strategy: 8, Alternatives: 11, Practice management: 31, Regulation and ethics: 9
- by_publisher_type: Research firm: 20, Research from an asset manager: 40, Regulator: 9, Central bank: 11, Academic: 9, Industry association: 16, Custodian: 5, Think tank: 16
- items: title: Can stocks stay resilient with higher Treasury yields?, publisher: Invesco, url: https://www.invesco.com/us/en/insights/stocks-resilient-higher-treasury-yields.html, published_on: 2026-10-05, topic: Markets and economy; title: Guide to the Markets U.S. 4Q 2026, publisher: J.P. Morgan Asset Management, url: https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/guide-to-the-markets/, published_on: 2026-10-01, topic: Markets and economy; title: The Impact of Tariffs on the Cost of Capital in the US, publisher: American Enterprise Institute, url: https://www.aei.org/research-products/report/the-impact-of-tariffs-on-the-cost-of-capital-in-the-us/, published_on: 2026-09-30, topic: Markets and economy; title: How Federal Debt Puts a Damper on Your Wallet, publisher: Center for American Progress, url: https://www.americanprogress.org/article/how-federal-debt-puts-a-damper-on-your-wallet/, published_on: 2026-09-23, topic: Markets and economy; title: Broadening Delivered. Now Prepare for Volatility., publisher: Franklin Templeton Institute, url: https://www.franklintempleton.com/articles/2026/institute/broadening-delivered-now-prepare-for-volatility, published_on: 2026-08-19, topic: Markets and economy; title: Household Debt Balances Decreased Slightly; Credit Card Delinquency Transition Rates Remained Steady, publisher: Federal Reserve Bank of New York, url: https://www.newyorkfed.org/newsevents/news/research/2026/20260811, published_on: 2026-08-11, topic: Markets and economy; title: Financial Markets, Oil Prices, and Supply-Side Risks, publisher: Federal Reserve Bank of San Francisco, url: https://www.frbsf.org/research-and-insights/publications/economic-letter/2026/08/financial-markets-oil-prices-and-supply-side-risks/, published_on: 2026-08-10, topic: Markets and economy; title: Made with China: Global supply chains and the limits of US decoupling, publisher: Peterson Institute for International Economics, url: https://www.piie.com/publications/policy-briefs/2026/made-china-global-supply-chains-and-limits-us-decoupling, published_on: 2026-08-04, topic: Markets and economy; title: Monetary Policy Report – July 2026, publisher: Federal Reserve Board, url: https://www.federalreserve.gov/monetarypolicy/2026-07-mpr-summary.htm, published_on: 2026-07-10, topic: Markets and economy; title: AI, oil, and a changing global economy, publisher: Vanguard, url: https://corporate.vanguard.com/content/corporatesite/us/en/corp/vemo/ai-oil-changing-global-economy.html, published_on: 2026-06-24, topic: Markets and economy; title: Why the National Debt Matters More Than It Used To and Why We Should Not Count on AI To Fix the Problem, publisher: Center for American Progress, url: https://www.americanprogress.org/article/why-the-national-debt-matters-more-than-it-used-to-and-why-we-should-not-count-on-ai-to-fix-the-problem/, published_on: 2026-06-23, topic: Markets and economy; title: Macro outlook: Growth hinges on Iran war, AI rollout, publisher: Capital Group, url: https://www.capitalgroup.com/pcs/insights/articles/2026-midyear-macro-outlook.html, published_on: 2026-06-10, topic: Markets and economy; title: Financial Stability Report - May 2026, publisher: Federal Reserve Board, url: https://www.federalreserve.gov/publications/2026-may-financial-stability-report-overview.htm, published_on: 2026-05-08, topic: Markets and economy; title: The Dual Mandate in Conflict: Balancing Current Tensions between Inflation and Employment, publisher: Federal Reserve Bank of St. Louis, url: https://www.stlouisfed.org/on-the-economy/2026/mar/dual-mandate-balancing-current-tensions-inflation-employment, published_on: 2026-03-03, topic: Markets and economy; title: The Economics of Tariffs, publisher: Hoover Institution, url: https://www.hoover.org/research/economics-tariffs, published_on: 2026-02-24, topic: Markets and economy; title: Ten Lessons on Managing Concentrated Wealth, publisher: AQR Capital Management, url: https://www.aqr.com/Insights/Research/Tax-Aware-Investing/Ten-Lessons-on-Managing-Concentrated-Wealth, published_on: 2026-08-11, topic: Tax planning; title: What the One Big Beautiful Bill Act could mean for your taxes, publisher: Fidelity Investments, url: https://www.fidelity.com/learning-center/personal-finance/one-big-beautiful-bill, published_on: 2026-08-07, topic: Tax planning; title: New Approaches to Social Security Benefit Taxation, publisher: Committee for a Responsible Federal Budget, url: https://www.crfb.org/papers/new-approaches-social-security-benefit-taxation, published_on: 2026-07-30, topic: Tax planning; title: Options for Reforming America's Tax Code 3.0: A Policymaker's Guide to Tax Reform Trade-Offs, publisher: Tax Foundation, url: https://taxfoundation.org/tax-reform-guide/, published_on: 2026-07-28, topic: Tax planning; title: How asset location can boost after-tax returns, publisher: Vanguard, url: https://corporate.vanguard.com/content/corporatesite/us/en/corp/articles/how-asset-location-can-boost-after-tax-returns.html, published_on: 2026-07-24, topic: Tax planning; title: Tax Incentives and Venture Capital Risk-Taking: Evidence from the QSBS Program, publisher: National Bureau of Economic Research, url: https://www.nber.org/papers/w35418, published_on: 2026-07-06, topic: Tax planning; title: Do you live in the right state for retirement?, publisher: Capital Group, url: https://www.capitalgroup.com/pcs/insights/articles/state-retirement.html, published_on: 2026-04-28, topic: Tax planning; title: Year One of Trump-Republican Tax Policy: The Consequences, publisher: Institute on Taxation and Economic Policy, url: https://itep.org/year-one-of-trump-republican-tax-policy-consequences/, published_on: 2026-04-06, topic: Tax planning; title: One Big Beautiful Bill? A preliminary assessment, publisher: Tax Policy Center, url: https://taxpolicycenter.org/sites/default/files/2026-03/OBBBA_Preliminary_Assessment_2026-03-23.pdf, published_on: 2026-03-23, topic: Tax planning; title: US Taxpayers to See a Nearly $2,300 Average Tax Cut in 2026 Under the Big Beautiful Bill, publisher: Tax Foundation, url: https://taxfoundation.org/data/all/federal/obbba-average-tax-cuts-impact-map/, published_on: 2026-02-24, topic: Tax planning; title: Short-term revenue effects of overall limits on exceptionally large retirement accounts, publisher: Brookings Institution, url: https://www.brookings.edu/articles/short-term-revenue-effects-of-overall-limits-on-exceptionally-large-retirement-accounts/, published_on: 2026-01-21, topic: Tax planning; title: Restoring lifetime income to retirement plans as the default, publisher: Brookings Institution, url: https://www.brookings.edu/articles/restoring-lifetime-income-to-retirement-plans-as-the-default/, published_on: 2026-09-30, topic: Retirement income; title: The Latest Projections from the Congressional Budget Office on Social Security Finances and Distribution of Benefits and Taxes, publisher: American Enterprise Institute, url: https://www.aei.org/economics/health-care/the-latest-projections-from-the-congressional-budget-office-on-social-security-finances-and-distribution-of-benefits-and-taxes/, published_on: 2026-09-25, topic: Retirement income; title: A behavioral case for annuities, publisher: T. Rowe Price, url: https://www.troweprice.com/financial-intermediary/us/en/insights/articles/2026/q3/a-behavioral-case-for-annuities.html, published_on: 2026-08-21, topic: Retirement income; title: Health Shocks and Annuity Choices, publisher: Center for Retirement Research at Boston College, url: https://crr.bc.edu/health-shocks-and-annuity-choices/, published_on: 2026-07-28, topic: Retirement income; title: Analysis of the 2026 Social Security Trustees' Report, publisher: Committee for a Responsible Federal Budget, url: https://www.crfb.org/papers/analysis-2026-social-security-trustees-report, published_on: 2026-06-09, topic: Retirement income; title: How to turn retirement savings into reliable income, publisher: Vanguard, url: https://corporate.vanguard.com/content/corporatesite/us/en/corp/articles/how-to-turn-retirement-savings-into-reliable-income.html, published_on: 2026-06-02, topic: Retirement income; title: Report on the Economic Well-Being of U.S. Households in 2025, publisher: Federal Reserve Board, url: https://www.federalreserve.gov/publications/2026-economic-well-being-of-us-households-in-2025-executive-summary.htm, published_on: 2026-05-13, topic: Retirement income; title: 2026 EBRI/Greenwald Retirement Confidence Survey, publisher: Employee Benefit Research Institute, url: https://www.ebri.org/content/2026-ebri-greenwald-retirement-confidence-survey, published_on: 2026-04-21, topic: Retirement income; title: How Annuities Could Improve Retirement Security amid Economic Uncertainty, publisher: Urban Institute, url: https://www.urban.org/research/publication/how-annuities-could-improve-retirement-security-amid-economic-uncertainty, published_on: 2026-04-02, topic: Retirement income; title: When Loss Aversion Jeopardizes Lifelong Income, publisher: Wharton Pension Research Council, url: https://pensionresearchcouncil.wharton.upenn.edu/blog/when-loss-aversion-jeopardizes-lifelong-income/, published_on: 2026-03-26, topic: Retirement income; title: Projected Savings Medicare Beneficiaries Need for Health Expenses in Retirement up Again in 2025, publisher: Employee Benefit Research Institute, url: https://www.ebri.org/publications/research-publications/issue-briefs/content/projected-savings-medicare-beneficiaries-need-for-health-expenses-in-retirement-up-again-in-2025, published_on: 2026-03-05, topic: Retirement income; title: Guide to Retirement 2026, publisher: J.P. Morgan Asset Management, url: https://am.jpmorgan.com/us/en/asset-management/adv/insights/retirement-insights/guide-to-retirement/, published_on: 2026-02-26, topic: Retirement income; title: Solving the retirement income puzzle one piece at a time, publisher: T. Rowe Price, url: https://www.troweprice.com/financial-intermediary/us/en/insights/articles/2026/q1/solving-retirement-income-puzzle-one-piece-at-a-time.html, published_on: 2026-01-28, topic: Retirement income; title: How Much Are Emergency Expenses for Retirees and Are They Prepared?, publisher: Center for Retirement Research at Boston College, url: https://crr.bc.edu/how-much-are-emergency-expenses-for-retirees-and-are-they-prepared/, published_on: 2026-01-06, topic: Retirement income; title: Spousal Social Security Claiming Decisions and the Financial Shock of Widowhood, publisher: National Bureau of Economic Research, url: https://www.nber.org/papers/w34612, published_on: 2025-12-29, topic: Retirement income; title: What's a Safe Retirement Withdrawal Rate for 2026?, publisher: Morningstar, url: https://www.morningstar.com/retirement/whats-safe-retirement-withdrawal-rate-2026, published_on: 2025-12-03, topic: Retirement income; title: Social Security and Medicare Lifetime Benefits and Taxes: 2025, publisher: Urban Institute, url: https://www.urban.org/research/publication/social-security-and-medicare-lifetime-benefits-and-taxes-2025, published_on: 2025-11-20, topic: Retirement income; title: As Advisors Move Upmarket, Tax and Estate Planning Technology Gain Momentum, publisher: Cerulli Associates, url: https://www.cerulli.com/press-releases/as-advisors-move-upmarket-tax-and-estate-planning-technology-gain-momentum, published_on: 2026-09-01, topic: Estate planning; title: SLATs: An Estate-Planning Strategy for Couples, publisher: Schwab Center for Financial Research, url: https://www.schwab.com/learn/story/slat-trusts-estate-planning-strategy-couples, published_on: 2026-07-21, topic: Estate planning; title: How Much Financial Help Do People Give and Receive? Evidence from the Understanding America Survey, publisher: Federal Reserve Bank of Richmond, url: https://www.richmondfed.org/publications/research/economic_brief/2026/eb_26-19, published_on: 2026-06-19, topic: Estate planning; title: Don't take the "state" out of estate planning, publisher: Fidelity Investments, url: https://www.fidelity.com/viewpoints/wealth-management/insights/state-in-estate-planning, published_on: 2026-05-15, topic: Estate planning; title: 3 Estate-Planning Fallacies in the Post-OBBBA Era, publisher: Schwab Center for Financial Research, url: https://www.schwab.com/learn/story/estate-planning-fallacies-post-obbba-era, published_on: 2026-03-06, topic: Estate planning; title: Many Investors Expect Inheritances, Yet Few Likely to Maintain Benefactor's Advisor, publisher: Cerulli Associates, url: https://www.cerulli.com/press-releases/many-investors-expect-inheritances-yet-few-likely-to-maintain-benefactors-advisor, published_on: 2025-09-03, topic: Estate planning; title: Bequests, publisher: National Bureau of Economic Research, url: https://www.nber.org/papers/w33927, published_on: 2025-06-16, topic: Estate planning; title: How Much Could Will-Writing Reduce the Racial Wealth Gap?, publisher: Center for Retirement Research at Boston College, url: https://crr.bc.edu/how-much-could-will-writing-reduce-the-racial-wealth-gap-2/, published_on: 2024-11-05, topic: Estate planning; title: Portfolio Rebalancing: All at Once or Little by Little?, publisher: Dimensional Fund Advisors, url: https://www.dimensional.com/us-en/insights/portfolio-rebalancing-all-at-once-or-little-by-little, published_on: 2026-09-23, topic: Portfolio construction; title: Exponential Wealth: Centuries of Stock and Bond Returns, publisher: CFA Institute Research Foundation, url: https://rpc.cfainstitute.org/research/foundation/2026/exponential-wealth-centuries-stocks-bond-returns, published_on: 2026-09-21, topic: Portfolio construction; title: Welcome Back, Balanced Portfolio, publisher: PIMCO, url: https://www.pimco.com/us/en/insights/welcome-back-balanced-portfolio, published_on: 2026-09-08, topic: Portfolio construction; title: Active Fund Manager Success Rates Ticked Up in 2026, but Passive Funds Still Hold the Advantage, publisher: Morningstar, url: https://www.morningstar.com/funds/active-fund-manager-success-rates-ticked-up-2026-passive-funds-still-hold-advantage, published_on: 2026-08-06, topic: Portfolio construction; title: The Winning Formula for Fund Investors, and Why Others Left Money on the Table, publisher: Morningstar, url: https://www.morningstar.com/funds/winning-formula-fund-investors-why-others-left-money-table, published_on: 2026-08-06, topic: Portfolio construction; title: Total Portfolio Approach: A Critical Literature Review, publisher: CFA Institute Research Foundation, url: https://rpc.cfainstitute.org/research/foundation/2026/total-portfolio-approach-literature-review, published_on: 2026-07-28, topic: Portfolio construction; title: Financial Reporting Frequency and Market Premiums, publisher: Dimensional Fund Advisors, url: https://www.dimensional.com/us-en/insights/financial-reporting-frequency-and-market-premiums, published_on: 2026-06-16, topic: Portfolio construction; title: Our take on total portfolio approach, publisher: BlackRock Investment Institute, url: https://www.blackrock.com/corporate/insights/blackrock-investment-institute/publications/our-take-on-total-portfolio-approach, published_on: 2026-05-28, topic: Portfolio construction; title: 2026 Capital Market Assumptions for Major Asset Classes, publisher: AQR Capital Management, url: https://www.aqr.com/Insights/Research/Alternative-Thinking/2026-Capital-Market-Assumptions-for-Major-Asset-Classes, published_on: 2026-01-14, topic: Portfolio construction; title: California designs its fiscal comeback built to last, publisher: Nuveen, url: https://www.nuveen.com/en-us/insights/municipal-bond-investing/california-designs-its-fiscal-comeback-built-to-last, published_on: 2026-09-22, topic: Fixed income; title: Trading US Corporate Bonds: It Pays to Be Flexible, publisher: Dimensional Fund Advisors, url: https://www.dimensional.com/us-en/insights/trading-us-corporate-bonds-it-pays-to-be-flexible, published_on: 2026-09-17, topic: Fixed income; title: What's Pushing Long-Term Bond Yields Higher?, publisher: PIMCO, url: https://www.pimco.com/us/en/insights/whats-pushing-long-term-bond-yields-higher, published_on: 2026-08-21, topic: Fixed income; title: Time for Core (Plus) Bond Portfolios Again?, publisher: Franklin Templeton Institute, url: https://www.franklintempleton.com/articles/2026/institute/time-for-core-plus-bond-portfolios-again, published_on: 2026-08-13, topic: Fixed income; title: Treasury Market Liquidity Since April 2025, publisher: Federal Reserve Bank of New York, url: https://libertystreeteconomics.newyorkfed.org/2026/04/treasury-market-liquidity-since-april-2025/, published_on: 2026-04-02, topic: Fixed income; title: Why have far-forward nominal Treasury rates increased so much in the past few years? Old risks reemerge in an era of Fed credibility, publisher: Federal Reserve Board, url: https://www.federalreserve.gov/econres/notes/feds-notes/why-have-far-forward-nominal-treasury-rates-increased-so-much-in-the-past-few-years-20260212.html, published_on: 2026-02-12, topic: Fixed income; title: 5 core bond themes for 2026: Defense now, offense later, publisher: Capital Group, url: https://www.capitalgroup.com/pcs/insights/articles/core-bond-themes-2026.html, published_on: 2026-01-06, topic: Fixed income; title: Financial Advisors Receptive to Outsourced Models, Lean Into Diversification, publisher: Escalent, url: https://escalent.co/news/financial-advisors-receptive-to-outsourced-models-lean-into-diversification/, published_on: 2026-09-09, topic: ETF strategy; title: Summer road trip: Resilient fundamentals remain in the driver's seat for ETF flows, publisher: State Street Investment Management, url: https://www.ssga.com/us/en/intermediary/insights/resilient-fundamentals-remain-in-driver-seat-for-etf-flows, published_on: 2026-08-04, topic: ETF strategy; title: ETF inflows set records in first half, publisher: State Street Investment Management, url: https://www.ssga.com/us/en/intermediary/insights/etf-inflows-set-records-in-first-half, published_on: 2026-07-06, topic: ETF strategy; title: New ETF Launches Far Exceed Closures, publisher: Cerulli Associates, url: https://www.cerulli.com/press-releases/new-etf-launches-far-exceed-closures, published_on: 2026-06-16, topic: ETF strategy; title: 2026 Investment Company Fact Book, publisher: Investment Company Institute, url: https://www.icifactbook.org/, published_on: 2026-04-27, topic: ETF strategy; title: Trends in the Expenses and Fees of Funds, 2025, publisher: Investment Company Institute, url: https://www.ici.org/files/2026/per32-01.pdf, published_on: 2026-03-25, topic: ETF strategy; title: The Newest Wave of ETFs Is Leading to Mini Bubbles, publisher: Morningstar, url: https://www.morningstar.com/funds/how-newest-wave-etfs-is-leading-mini-bubbles, published_on: 2026-03-18, topic: ETF strategy; title: Four key trends in the 2025 active-passive debate, publisher: State Street Investment Management, url: https://www.ssga.com/us/en/intermediary/insights/four-key-trends-in-the-2025-active-passive-debate, published_on: 2026-01-20, topic: ETF strategy; title: The Window Narrows: Evergreen Funds and the Choice Before the Industry, publisher: CAIA Association, url: https://caia.org/reports/evergreen-funds-the-window-narrows/, published_on: 2026-09-24, topic: Alternatives; title: Inflation Redux?, publisher: AQR Capital Management, url: https://www.aqr.com/Insights/Research/Alternative-Thinking/Inflation-Redux, published_on: 2026-09-15, topic: Alternatives; title: Private Credit Funds and the Retail Shift: Structural Vulnerabilities and Policy Responses, publisher: CFA Institute, url: https://rpc.cfainstitute.org/research/reports/2026/private-credit-funds-and-retail-shift, published_on: 2026-08-24, topic: Alternatives; title: Private Credit and Leveraged Loan Markets: Similarities, Differences, and Substitution, publisher: Federal Reserve Board, url: https://www.federalreserve.gov/econres/notes/feds-notes/private-credit-and-leveraged-loan-markets-similarities-differences-and-substitution-20260811.html, published_on: 2026-08-11, topic: Alternatives; title: Early Warning Signals in Private Credit? What BDC Portfolios Reveal about Emerging Risks, publisher: Federal Reserve Bank of Boston, url: https://www.bostonfed.org/publications/current-policy-perspectives/2026/early-warnings-private-credit-bdc-portfolios.aspx, published_on: 2026-08-05, topic: Alternatives; title: Private Markets Set to Add $2 Trillion in Advisor-Intermediated Assets Over Next Five Years, publisher: Cerulli Associates, url: https://www.cerulli.com/press-releases/private-markets-set-to-add-2-trillion-in-advisor-intermediated-assets-over-next-five-years, published_on: 2026-07-30, topic: Alternatives; title: The power of private real assets, publisher: Nuveen, url: https://www.nuveen.com/en-us/insights/alternatives/the-power-of-private-real-assets, published_on: 2026-06-01, topic: Alternatives; title: The cost of being too liquid, publisher: Franklin Templeton Institute, url: https://www.franklintempleton.com/articles/2026/institute/the-cost-of-being-too-liquid, published_on: 2026-05-22, topic: Alternatives; title: Asset Managers Face Distribution Challenges as Alternatives Demand Accelerates, publisher: Cerulli Associates, url: https://www.cerulli.com/press-releases/asset-managers-face-distribution-challenges-as-alternatives-demand-accelerates, published_on: 2026-05-14, topic: Alternatives; title: Right-sizing private equity in a portfolio, publisher: Vanguard, url: https://corporate.vanguard.com/content/corporatesite/us/en/corp/articles/right-sizing-private-equity-portfolio.html, published_on: 2026-04-08, topic: Alternatives; title: Should Trend Follow Carry: Lessons from Bonds, Gold, and 2022, publisher: Syzygy Asset Management, url: https://www.syzygyassetmanagement.com/insights/publications/articles/1107-should-trend-follow-carry-lessons-from-bonds-gold-and-2022, published_on: 2026-02-23, topic: Alternatives; title: What Separates Sophisticated Investors? Risk Literacy and Investment Decision-Making, publisher: FINRA Foundation, url: https://www.finrafoundation.org/sites/finrafoundation/files/2026-10/what-separates-sophisticated-investors-102026.pdf, published_on: 2026-10-05, topic: Practice management; title: The AI advice frontier: Use, trust, and the human edge, publisher: Vanguard, url: https://corporate.vanguard.com/content/dam/corp/research/pdf/the_ai_advice_frontier.pdf, published_on: 2026-09-30, topic: Practice management; title: Will AI Replace Financial Advisors? Here's How to Prove Your Value to Clients, publisher: Morningstar, url: https://www.morningstar.com/financial-advisors/will-ai-replace-financial-advisors-heres-how-prove-your-value-clients, published_on: 2026-09-30, topic: Practice management; title: M&A in wealth management: 2026 mid-year update, publisher: Fidelity Institutional, url: https://clearingcustody.fidelity.com/insights/topics/running-your-business/mergers-and-acquisition-in-wealth-management-mid-year-update, published_on: 2026-08-26, topic: Practice management; title: 7 Ideas to Redesign Wealth Management Operating Models, publisher: BNY Pershing, url: https://www.bny.com/corporate/global/en/insights/redesigning-wealth-management-operating-models.html, published_on: 2026-08-24, topic: Practice management; title: Advisor Retirements Underscore Need for Stronger Rookie Development, publisher: Cerulli Associates, url: https://www.cerulli.com/press-releases/advisor-retirements-underscore-need-for-stronger-rookie-development, published_on: 2026-08-04, topic: Practice management; title: Survey: AI Dominates Compliance Priorities at Historic Margin as Firms Move from Awareness to Action, publisher: Investment Adviser Association, url: https://www.investmentadviser.org/iaatoday/press-release/survey-ai-dominates-compliance-priorities-at-historic-margin-as-firms-move-from-awareness-to-action/, published_on: 2026-07-29, topic: Practice management; title: 2026 RIA Benchmarking Study, publisher: Charles Schwab, url: https://www.aboutschwab.com/ria-benchmarking-study-2026, published_on: 2026-07-15, topic: Practice management; title: AI Adoption Accelerates, Driving Financial Advisor Loyalty, JD Power Finds, publisher: J.D. Power, url: https://www.jdpower.com/business/press-releases/2026-u-s-financial-advisor-satisfaction-study/, published_on: 2026-07-09, topic: Practice management; title: Five factors set to disrupt the financial advice business, publisher: Natixis Investment Managers, url: https://www.im.natixis.com/en-us/insights/investor-sentiment/2026/five-factors-set-to-disrupt-the-financial-advice-business, published_on: 2026-06-24, topic: Practice management; title: Top 10 priorities shaping the future of wealth management leadership, publisher: EY, url: https://www.ey.com/en_gl/insights/wealth-asset-management/top-ten-priorities-shaping-the-future-of-wealth-management-leadership, published_on: 2026-06-19, topic: Practice management; title: RIA Consolidation Drives M&A Activity as Market Nears $4 Trillion, publisher: Cerulli Associates, url: https://www.cerulli.com/press-releases/ria-consolidation-drives-m-a-activity-as-market-nears-4-trillion, published_on: 2026-06-10, topic: Practice management; title: Study: Financial Planner Compensation Outpaces Inflation for Third Consecutive Year, publisher: CFP Board, url: https://www.cfp.net/news/2026/06/study-financial-planner-compensation-outpaces-inflation-for-third-consecutive-year, published_on: 2026-06-04, topic: Practice management; title: Investment Adviser Industry Snapshot 2026, publisher: Investment Adviser Association, url: https://www.investmentadviser.org/wp-content/uploads/2026/06/Snapshot-2026.pdf, published_on: 2026-06-03, topic: Practice management; title: AI and the New Economics of Wealth Management, publisher: BCG, url: https://www.bcg.com/publications/2026/ai-and-the-future-economics-of-wealth-management, published_on: 2026-05-27, topic: Practice management; title: The Effects of Organizational Trust on Investors' Expectations and Allocations, publisher: Wharton Pension Research Council, url: https://pensionresearchcouncil.wharton.upenn.edu/wp-content/uploads/2026/05/WP2025-19-AgnewGropperHungMontgomery.pdf, published_on: 2026-05-11, topic: Practice management; title: Internal succession planning: 5 key steps, publisher: State Street Investment Management, url: https://www.ssga.com/us/en/intermediary/insights/internal-succession-planning-5-key-steps, published_on: 2026-04-30, topic: Practice management; title: Over 40% of U.S. financial advisors see wealth transfer as an existential threat to business, Natixis IM finds, publisher: Natixis Investment Managers, url: https://www.im.natixis.com/en-us/about/newsroom/press-releases/2026/financial-advisors-see-wealth-transfer-as-existential-threat, published_on: 2026-04-14, topic: Practice management; title: The Impact of Financial Advisors Since the Uptick in Policy Risk, publisher: Center for Retirement Research at Boston College, url: https://crr.bc.edu/the-impact-of-financial-advisors-since-the-uptick-in-policy-risk/, published_on: 2026-04-14, topic: Practice management; title: Affluent Investors' Willingness to Pay for Financial Advice Reaches New Heights, publisher: Cerulli Associates, url: https://www.cerulli.com/press-releases/affluent-investors-willingness-to-pay-for-financial-advice-reaches-new-heights, published_on: 2026-04-09, topic: Practice management; title: Gen Z and Millennial High-Net-Worth Investors Are Reshaping Wealth Advice, publisher: CFA Institute, url: https://www.cfainstitute.org/about/press-room/2026/next-gen-investors-report-march-2026, published_on: 2026-03-24, topic: Practice management; title: Clients expect AI-savvy advisors. But fear not., publisher: T. Rowe Price, url: https://www.troweprice.com/financial-intermediary/us/en/insights/articles/2026/q1/clients-expect-ai-savvy-advisors-but-fear-not.html, published_on: 2026-03-16, topic: Practice management; title: A year in review: 2025 mergers & acquisitions, publisher: Fidelity Institutional, url: https://clearingcustody.fidelity.com/insights/topics/running-your-business/biannual-mergers-and-acquisitions-review-2025-second-half, published_on: 2026-02-18, topic: Practice management; title: Advisors Signal Desire for More Technology and Product Education to Drive Growth in New Study from Broadridge and FSI, publisher: Broadridge, url: https://www.broadridge.com/press-release/2026/advisors-signal-desire-for-more-technology-and-product-education, published_on: 2026-02-02, topic: Practice management; title: US wealth management in 2035: A transformative decade begins, publisher: McKinsey & Company, url: https://www.mckinsey.com/industries/financial-services/our-insights/us-wealth-management-in-2035-a-transformative-decade-begins, published_on: 2026-01-29, topic: Practice management; title: FSI Survey: Advisors Enter 2026 With Guarded Optimism and Growing Concerns, publisher: Financial Services Institute, url: https://financialservices.org/fsi-voice/advisor-survey-2026-outlook/, published_on: 2025-12-15, topic: Practice management; title: Team-Based Advisor Practices Outperform Solo Practices in Growth and Service Offerings, publisher: Cerulli Associates, url: https://www.cerulli.com/press-releases/team-based-advisor-practices-outperform-solo-practices-in-growth-and-service-offerings, published_on: 2025-12-11, topic: Practice management; title: Investors in the United States: A Report of the National Financial Capability Study, publisher: FINRA Foundation, url: https://www.finrafoundation.org/sites/finrafoundation/files/2025-11/NFCS_Investor_Survey_Report_White_Paper.pdf, published_on: 2025-12-04, topic: Practice management; title: New CFP Board Report Charts the Path Forward for AI in Financial Planning, publisher: CFP Board, url: https://www.cfp.net/news/2025/11/new-cfp-board-report-charts-the-path-forward-for-ai-in-financial-planning, published_on: 2025-11-19, topic: Practice management; title: Financial advice economics: What SEC filings reveal about costs and services, publisher: Vanguard, url: https://corporate.vanguard.com/content/dam/corp/research/pdf/financial_advice_economics_what_sec_filings_reveal_about_costs_and_services.pdf, published_on: 2025-10-21, topic: Practice management; title: Schwab's 2025 Independent Advisor Outlook Study: Trust, Talent and Technology Shaping the Next Era of Independent Advice, publisher: Charles Schwab, url: https://pressroom.aboutschwab.com/press-releases/press-release/2025/Schwabs-2025-Independent-Advisor-Outlook-Study-Trust-Talent-and-Technology-Shaping-the-Next-Era-of-Independent-Advice/default.aspx, published_on: 2025-09-16, topic: Practice management; title: Examinations Observations Regarding Investment Adviser Annual Compliance Review, publisher: SEC, url: https://www.sec.gov/compliance/risk-alerts/examinations-observations-regarding-investment-adviser-annual-compliance-review-091426, published_on: 2026-09-14, topic: Regulation and ethics; title: Investor Perspectives: Quarterly Reporting, publisher: CFA Institute, url: https://rpc.cfainstitute.org/research/surveys/2026/investor-perspectives-quarterly-reporting, published_on: 2026-09-02, topic: Regulation and ethics; title: Conflicts of Interest in Continuation Funds: Part II in a Series on Ethics in Private Markets, publisher: CFA Institute, url: https://rpc.cfainstitute.org/research/reports/2026/conflicts-of-interest-continuation-funds, published_on: 2026-07-23, topic: Regulation and ethics; title: Examinations Observations of Investment Adviser Obligations Related to Economic Conflicts of Interest, publisher: SEC, url: https://www.sec.gov/compliance/risk-alerts/exams-observations-ia-obligations-related-economic-conflicts-interest-060926, published_on: 2026-06-09, topic: Regulation and ethics; title: Additional Observations Regarding Advisers' Compliance with the Advisers Act Marketing Rule, publisher: SEC, url: https://www.sec.gov/compliance/risk-alerts/additional-observations-regarding-advisers-compliance-advisers-act-marketing-rule, published_on: 2025-12-16, topic: Regulation and ethics; title: Don't Let Scammers Steal Your Holiday Spirit: NASAA Unveils the 12 Top Investor Threats, publisher: NASAA, url: https://www.nasaa.org/78329/holiday-investor-threats-nasaa-top-12/, published_on: 2025-12-10, topic: Regulation and ethics; title: 2026 FINRA Annual Regulatory Oversight Report, publisher: FINRA, url: https://www.finra.org/rules-guidance/guidance/reports/2026-finra-annual-regulatory-oversight-report, published_on: 2025-12-09, topic: Regulation and ethics; title: SEC Division of Examinations Announces 2026 Priorities, publisher: SEC, url: https://www.sec.gov/newsroom/press-releases/2025-132-sec-division-examinations-announces-2026-priorities, published_on: 2025-11-17, topic: Regulation and ethics; title: NASAA Releases 2025 Enforcement Report, publisher: NASAA, url: https://www.nasaa.org/77718/nasaa-releases-2025-enforcement-report/, published_on: 2025-10-16, topic: Regulation and ethics
- articles: 
- fund_lookup: ETF lookups open the fund's page on ETFIQ (etfiq.com), part of the IQ Network.

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