New AdvizorPro data shows RIAs broadened their ETF lineups in Q1 2026, leaning into real assets, active managers, and defense strategies.

As inflation lingers and market dynamics shift, advisors are rethinking the 60/40 portfolio with managed futures and options income ETFs.

Semiconductors and software have largely overshadowed the electrification ETF trade. Paul Baiocchi, head of fund sales and strategy at SS&C ALPS Advisors, says most investors are missing the sectors that actually power the AI buildout.

Top RIA executives said Tuesday the industry's growth is still early, with breakaway clients and a talent shortage as key forces.

Goldman Sachs Group, Inc. (GS) executives detailed their artificial intelligence strategy for operational efficiency as new data showed the top 100 registered investment advisor firms now manage more than $1.6 trillion in client assets, double what they controlled just two years ago, according to Padi Raphael, global co-head of third party wealth at the firm.

TCW's concentrated strategy targets power grid constraints over clean tech, riding demand from AI and manufacturing reshoring.

The performance reflects a shift toward gaming infrastructure over content, with the technology sector contributing 10.39% to the index’s return while consumer discretionary holdings subtracted 0.80%, according to VettaFi index data for April.

Active ETFs are punching well above their weight in 2026. Despite representing just 12% of total ETF assets, actively managed funds have captured 40% of year-to-date flows, Todd Mathias, head of North America ETF product strategy at Franklin Templeton, told attendees at an April 27 roundtable discussion at the firm’s Manhattan office.

Apple Inc. (AAPL) announced Monday that Tim Cook will transition to executive chairman, while John Ternus will become CEO effective September 1. Ternus has served as senior vice president of hardware engineering since 2021. He will lead the company after 25 years focused on product development across iPhone, Mac, iPad, AirPods and Apple Watch.

Exchange-traded fund flows surpassed $500 billion in the first three and a half months of 2026 as the industry continues its rapid expansion with more than 300 new launches and record trading volumes.

New ETF launches address concentration and liquidity risks exposed by volatile markets through active and passive strategies.

An Exchange conference panel explored bitcoin's evolving role, allocation tactics, and ETF structures for advisors building crypto portfolios.

The actively managed fund charges a 0.65% expense ratio and uses an options overlay designed to generate income while managing volatility. Energy makes up 45.87% of the fund’s sector allocation, followed by information technology at 25.83%, industrials at 16.43% and utilities at 11.87%, according to the factsheet.

Artificial intelligence will reshape how asset management firms operate, but the biggest obstacle isn’t technology, it’s getting people to change how they work, according to VanEck CEO Jan van Eck.

T. Rowe Price is leveraging three decades of private equity experience to give active ETF investors access to companies at the core of artificial intelligence, including OpenAI, Anthropic, and Databricks, according to Christopher Murphy, head of ETF specialists at the firm.

Industry experts at Exchange 2026 explored why only a quarter of advisors have formal succession planning in place and what it takes to execute well.

The Securities and Exchange Commission should focus on enabling retail investor access to innovation rather than limiting products through merit-based judgments, according to Commissioner Hester Peirce. In a discussion with Todd Rosenbluth, head of research at TMX VettaFi, during the Exchange conference in Las Vegas, Peirce shared insight from her term at the SEC and examined the agency’s role moving forward.

As artificial intelligence (AI) infrastructure debt floods bond markets, investors face a new risk landscape shaped by complex financing structures and potential overbuilding across the data center ecosystem.

Chris Tessin, Founder and Portfolio Manager at Acuitas Investments, discusses the firm’s multi-manager approach to global small- and micro-cap investing, as well as the launch of its first ETF, the Acuitas Small Cap Active ETF (AIMS). Bill Mann, Chief Investment Strategist at Motley Fool Asset Management, breaks down three recently launched factor-based ETFs and how they bring The Motley Fool’s “Foolish” investment philosophy to life through systematic stock selection.

Data center developers plan to reduce their reliance on utility grids by investing in onsite power for rapidly scaling facilities. The shift creates opportunities for electrification infrastructure providers as energy independence takes on new urgency.

Thematic exchange traded fund assets in the U.S. have surged from $22 billion in 2015 to over $193 billion today, but not all thematic funds deliver on their promises, according to a new FactSet analysis.

February data shows investors abandoning growth strategies for cyclical sectors as value funds attract $15 billion in new assets.

Kirsten Chang, Senior Industry Analyst at VettaFi, unpacks controversial filings for prediction market ETFs and examines the increasingly blurred line between gambling and investing. Chris Marangi, Co-Chief Investment Officer of Value at Gabelli Funds, highlights the recently launched Gabelli Opportunities in Live and Sports ETF (GOLS) and explores the broader investment opportunities across live media, entertainment, and sports.

Last year’s market surge wasn’t built on hype. New research from Alger shows that AI spending and the accompanying infrastructure buildout drove corporate earnings higher, with fundamentals doing the heavy lifting rather than investor sentiment alone.

Matt Markiewicz, Head of Product and Capital Markets at Tradr ETFs, highlights the company’s leveraged single-stock ETF lineup and innovative monthly and quarterly reset products, while offering insight into the growing sophistication of retail investors navigating leveraged and inverse ETFs. Christian Magoon, Founder and CEO of Amplify ETFs, discusses Amplify’s rapid ascent past $20 billion in assets, driven by strong demand for its YieldSmart ETFs and thematic offerings.

Wealth management tech helps RIAs scale, but integration challenges and learning curves remain barriers to maximizing effectiveness.

Roundhill Financial, GraniteShares, and Bitwise have filed with the Securities and Exchange Commission for prediction market ETFs. These funds would let investors bet directly on election outcomes. That would be a departure from traditional political theme funds that hold baskets of stocks expected to benefit from certain party victories.

Craig Ebeling, Head of ETF Strategists at Fidelity Investments, delivers an ETF “State of the Union,” outlining the key trends and themes shaping the industry today. Roxanna Islam, Head of Sector & Industry Research at VettaFi, examines the record surge in international equity ETF inflows, analyzes the drivers behind the category’s performance, and highlights standout funds beyond the ETF leaderboard’s biggest names.

The ALPS Clean Energy ETF (ACES) jumped 9.26% in January as investors turned their attention to the massive power requirements of AI data centers and the infrastructure needed to support them, according to recent ALPS Advisors insights.

The fund’s outperformance comes as investors debate whether market leadership will broaden beyond mega-cap technology names. While passive index funds must hold all constituents regardless of fundamentals, CNEQ’s structure enables its portfolio manager to concentrate capital in companies they believe are showing accelerating growth.

Investors seeking protection from geopolitical volatility and stubborn inflation in 2026 may find opportunity in short-term bonds, where active management has historically delivered returns 25% higher than passive strategies, according to Vontobel Asset Management.

Todd Rosenbluth, Head of Research at VettaFi, and host Nate Geraci walk through five of the most noteworthy ETF flow stories so far this year. Chris Getter, Managing Director and Portfolio Manager at Simplify Asset Management, unpacks private credit and the Simplify VettaFi Private Credit Strategy ETF (PCR).

Concentration risk is the #1 controllable risk in your portfolio. If one stock goes to zero and it’s your whole bag, you're in trouble. But selling usually means a giant tax bill—until now.

According to Baiocchi, advisors are reevaluating portfolios and recognizing gaps in exposure to companies driving major market themes.

The champagne has gone flat. After months of planning the great breakaway, signing independence paperwork, and celebrating freedom from wirehouse constraints, newly minted registered investment advisors (RIA) owners face a sobering reality. They've traded a boss for a back-office burden that's quietly strangling their growth.

Are you ready for the next evolution of the ETF market? In this episode of ETF Prime, host Nate Geraci is joined by industry heavyweights Cinthia Murphy (VettaFi) and Matt Bartolini (State Street Global Advisors) to break down the biggest trends, risks, and opportunities for investors in 2026.

Vanguard Group Inc. is bringing its decades-long relationship with Wellington Management into the ETF structure. It is launching three active equity ETFs. This marks the indexing giant’s first venture into actively managed equity products in the wrapper.

John Davi, Founder & Chief Investment Officer at Astoria Portfolio Advisors, highlights the firm’s 10 ETFs for 2026. Ryan Barksdale, Head of Active Equity Product at Vanguard, and Kim Gailun, Head of Equity Boutiques at Wellington Management, discuss their collaboration in bringing Vanguard’s first active equity ETFs to market.

Rising operational costs & complex market conditions are forcing some advisors to reconsider how they deliver investment insights to clients.

VanEck’s muni bond ETF kept all 49 holdings intact during its fourth quarter rebalance but executed an internal rotation favoring higher-yielding funds over investment-grade names, according to index data from VettaFi.

The ETF industry just coming off a record year with nearly $1.5 trillion in net inflows. As we head into 2026, the "ETF Playbook" is changing. In this episode, host Nate Geraci is joined by Todd Rosenbluth, Head of Research at VettaFi, and Cullen Roche, Founder of Disciplined Funds, to break down the most critical trends facing investors this year.

Thematic ETF assets climbed 49.6% through the first 11 months of 2025, reaching $467.93 billion by the end of November, according to research from ETFGI.

Cinthia Murphy, Investment Strategist at VettaFi, breaks down new survey data on how financial advisors are thinking about equities, fixed income, and crypto heading into 2026. Brittany Christensen, Head of Business Development at Tidal Financial Group, highlights her top ETF stories to watch in the year ahead.

Ben Johnson, Head of Client Solutions at Morningstar, recaps the year in ETFs, sharing his picks for ETF Story of the Year, ETF of the Year, ETF Issuer of the Year, and more. He also looks ahead to 2026, highlighting the key industry trends and developments he’s watching.

With Elon Musk’s SpaceX eyeing an initial public offering that could value the company at over $1 trillion, investors looking for exposure to the space industry can turn to a space ETF that has already delivered outsized returns in 2025.

Roxanna Islam, Head of Sector & Industry Research at VettaFi, shares her perspective on several recent ETF developments, including Vanguard opening brokerage access to spot crypto ETFs, Goldman Sachs’ acquisition of Innovator ETFs, and the SEC’s pushback on filings for 5x leveraged products. Petra Bakosova, CEO of Hull Tactical and Portfolio Manager of the Hull Tactical U.S. ETF (HTUS), explains the firm’s approach to delivering tactical, risk-managed S&P 500 exposure.

Clark Allen, Head of Product at Horizon, discusses the firm’s ETF entrance earlier this year and how its model portfolio business shapes product development. Mike Hagopian, Institutional Portfolio Manager at Fidelity, highlights the firm’s actively managed Enhanced ETF lineup, which aims to deliver outperformance and offer a thoughtful alternative to traditional passive investing.

JD Gardner, Founder of Aptus Capital Advisors, goes inside the decision to launch the lowest-cost buffer ETFs and the outsized role investor behavior plays in long-term returns. Stacey Morris, Head of Energy Research at VettaFi, spotlights the latest leaders and laggards in energy ETFs and what could drive the sector in the months ahead.

The ALPS Electrification Infrastructure ETF (ELFY) is drawing investor attention as U.S. electricity demand heads for its fastest growth in decades, driven by artificial intelligence data centers, manufacturing reshoring, and expanding electric vehicle infrastructure.

Bitcoin miners are landing contracts with some of the world’s largest technology companies. This happens as they pivot from cryptocurrency mining to artificial intelligence infrastructure, according to recent research from CoinShares.