# ETF strategy: webinars, replays, research and CE webinars for advisors

As of Oct 8, 2026, AdvisorIQ lists 8 research pieces on ETF strategy.

As of: 2026-10-08
Address: https://advisoriq.com/topics/etf-strategy/

## Facts

- topic: ETF strategy
- intro: Exchange-traded funds are a common building block in independent practices, which makes their structure, costs, trading and tax treatment part of the job. Choosing among similar funds takes more than a look at the expense ratio. This page gathers webinars, replays, CE webinars from around the industry and research on using ETFs in client portfolios.
- counts: research_pieces: 8, upcoming_ce_webinars: 0, replays: 0, upcoming_advisoriq_webinars: 0, advisoriq_articles: 0
- upcoming_advisoriq_webinars: 
- replays: 
- ce_webinars_from_around_the_industry: 
- research_library: title: Financial Advisors Receptive to Outsourced Models, Lean Into Diversification, publisher: Escalent, source_type: Research firm, published_on: 2026-09-09, summary: 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., url: https://escalent.co/news/financial-advisors-receptive-to-outsourced-models-lean-into-diversification/, checked: 2026-10-05; title: Summer road trip: Resilient fundamentals remain in the driver's seat for ETF flows, publisher: State Street Investment Management, source_type: Research from an asset manager, published_on: 2026-08-04, summary: State Street reviews US ETF flows for July 2026, when ETFs gathered $189 billion and year-to-date inflows reached $1.2 trillion. Investors kept a clear risk-on posture, with more than 70% of inflows going to equities, a record $25 billion into sector funds and record demand for leveraged long exposure., url: https://www.ssga.com/us/en/intermediary/insights/resilient-fundamentals-remain-in-driver-seat-for-etf-flows, checked: 2026-10-05; title: ETF inflows set records in first half, publisher: State Street Investment Management, source_type: Research from an asset manager, published_on: 2026-07-06, summary: A midyear review of US ETF flows, which passed $1 trillion in the first half of 2026 for the first time, with total ETF assets at $15.8 trillion. Low-cost core funds took 49% of inflows and active ETFs 39%, bond ETFs drew $300 billion, and flows were concentrated, with many smaller funds seeing outflows., url: https://www.ssga.com/us/en/intermediary/insights/etf-inflows-set-records-in-first-half, checked: 2026-10-05; title: New ETF Launches Far Exceed Closures, publisher: Cerulli Associates, source_type: Research firm, published_on: 2026-06-16, summary: 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., url: https://www.cerulli.com/press-releases/new-etf-launches-far-exceed-closures, checked: 2026-10-05; title: 2026 Investment Company Fact Book, publisher: Investment Company Institute, source_type: Industry association, published_on: 2026-04-27, summary: ICI's annual statistical reference on US funds, with a full chapter on ETFs. It reports ETF assets of $13.4 trillion at the end of 2025, record net issuance of $1.5 trillion during the year, 1,099 launches, and fee-based advisers holding 49% of client household assets in ETFs in 2024, up from 17% in 2014., url: https://www.icifactbook.org/, checked: 2026-10-05; title: Trends in the Expenses and Fees of Funds, 2025, publisher: Investment Company Institute, source_type: Industry association, published_on: 2026-03-25, summary: ICI's annual review of what investors pay to own mutual funds and ETFs, weighted by assets. In 2025 index equity ETFs averaged 0.14% and index bond ETFs fell to 0.09%, while long-run declines in mutual fund costs continued as money kept moving to no-load share classes and index funds., url: https://www.ici.org/files/2026/per32-01.pdf, checked: 2026-10-05; title: The Newest Wave of ETFs Is Leading to Mini Bubbles, publisher: Morningstar, source_type: Research firm, published_on: 2026-03-18, summary: 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., url: https://www.morningstar.com/funds/how-newest-wave-etfs-is-leading-mini-bubbles, checked: 2026-10-05; title: Four key trends in the 2025 active-passive debate, publisher: State Street Investment Management, source_type: Research from an asset manager, published_on: 2026-01-20, summary: State Street reviews 2025 flows and performance for active and index strategies. Active ETFs took a record $580 billion while active mutual funds lost $640 billion, and active management fared best in bonds, where 47% of active fixed income managers beat their benchmarks against 32% in equities., url: https://www.ssga.com/us/en/intermediary/insights/four-key-trends-in-the-2025-active-passive-debate, checked: 2026-10-05
- advisoriq_articles: 
- full_lists: webinars: https://advisoriq.com/webinars/?topic=etf-strategy, replays: https://advisoriq.com/replays/?topic=etf-strategy, ce_webinars_from_around_the_industry: https://advisoriq.com/webinars/industry/, research: https://advisoriq.com/research/?topic=etf-strategy
- elsewhere: title: Fund data on ETFIQ, part of the IQ Network, url: https://etfiq.com/

## Notes

- Research and CE webinars from around the industry link to the publisher's or host's own page. AdvisorIQ writes the summaries; inclusion is editorial and never paid.
- CE for webinars from around the industry is shown as each host states it; AdvisorIQ does not confirm it.
- Times are Eastern.

## Sources

- Escalent, checked 2026-10-05: https://escalent.co/news/financial-advisors-receptive-to-outsourced-models-lean-into-diversification/
- State Street Investment Management, checked 2026-10-05: https://www.ssga.com/us/en/intermediary/insights/resilient-fundamentals-remain-in-driver-seat-for-etf-flows
- State Street Investment Management, checked 2026-10-05: https://www.ssga.com/us/en/intermediary/insights/etf-inflows-set-records-in-first-half
- Cerulli Associates, checked 2026-10-05: https://www.cerulli.com/press-releases/new-etf-launches-far-exceed-closures
- Investment Company Institute, checked 2026-10-05: https://www.icifactbook.org/
- Investment Company Institute, checked 2026-10-05: https://www.ici.org/files/2026/per32-01.pdf
- Morningstar, checked 2026-10-05: https://www.morningstar.com/funds/how-newest-wave-etfs-is-leading-mini-bubbles
- State Street Investment Management, checked 2026-10-05: https://www.ssga.com/us/en/intermediary/insights/four-key-trends-in-the-2025-active-passive-debate

## Related

- [Look up an ETF](https://advisoriq.com/research/#fund)
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## Cite as

AdvisorIQ, as of 2026-10-08. https://advisoriq.com/topics/etf-strategy/

License: https://advisoriq.com/license/