AdvizorPro

Women are on track to control 38% of US investable assets by 2030. They make up just 26% of financial advisors. Our 2026 analysis put a number on that gap, and a small group of advisors is treating it as the opening it is. InvestmentNews profiled three advisors doing it well 👇 https://lnkd.in/gqkWJeiR

Advisors made their AI bet in Q2, and the data shows exactly where the money went. Our latest ETF report tracked 5,398 RIAs. They piled into chips and semiconductors like SOXX and SMH, added AI funds like AIQ and QTUM, and backed the infrastructure powering it all. The other story is what didn't happen. Over 1,000 ETFs launched by mid-year at a record pace, but advisors didn't bite. The shelves are packed, and incumbents aren't giving up their spots. Elaine Misonzhnik at Wealth Management broke down the full report 👇 https://lnkd.in/eby5Nyv9

Fantastic few days with clients and prospects at FactRight Due Diligence 2026 conference in Nashville. Insightful sessions on how Alternatives are more and more accessible to the RIA and Wealth community. Updates on leading technologies and regulatory developments were informative. Always exciting to hear and learn from the leading professionals in the industry. Thanks again to our clients and partners for a fantastic and insightful conference in Nashville. Great work, FactRight, LLC team. Dustin Echenique Adam Patterson Jonathan C. #FactRight #DueDiligence #AlternativeInvestments #Nashville #FRFALL26

Our Q2 2026 RIA ETF Trends Report is live. A few things stood out: -ETF portfolios kept broadening, and faster than Q1. The average RIA went from 88 to 93 ETFs, and expanders outnumbered sellers more than 3 to 1. -All ten of the biggest issuers gained RIAs this quarter. In Q1, most were flat. -Active managers wrapped in ETFs kept winning shelf space. EntrepreneurShares grew 116% and Baron Capital 83% off established funds, and the high-fee gainers list filled up with active equity and AI names -New fund launches slowed: only 41 ETFs showed up in RIA portfolios for the first time, down from 140 in Q1. Full data, issuer rankings, and category breakdowns in the report.

We’re in Nashville. The FactRight, LLC Annual Due Diligence Conference 2026 kicks off today, bringing wealth managers together with the sponsors and platforms behind REITs, interval funds, private real estate, and other alternative investments for FactRight's closed door due diligence sessions. We'll be at booth 22. Come find Dustin Echenique, Jonathan C., and Adam Patterson on-site, or send us a note now to lock in time. #FRFALL26 #FactRight #RIAs #AlternativeInvestments #WealthManagement #DueDiligence #PrivateMarkets #PrivateRealEstate #REITs

New: Dynamic Reporting. Build custom reports on your own terms, pulling from any firm or contact dataset in AdvizorPro (RIA, broker-dealer, wealth teams, family office, bank & trust, insurance producers). Start smart with templates and saved searches. Shape the report with only the fields you need. See live results before you export, from firm fundamentals down to the decision-makers behind them. Built to match how our clients actually work: one universe, endless ways to look at it.

Fall's conference calendar is loaded with opportunities to meet advisors, fintech leaders, and wealth management decision makers face to face. These are the rooms where partnerships get started and pipelines take shape. Getting there isn't the challenge. Knowing which conversations are worth having is. Which firms are growing, who's actively evaluating new platforms and investments, what's shifting on the custodian side. Take a look at the 2026 calendar for the rest of the year in the comments.

17,453. That's how many advisors the RIA channel gained in 2025. Wirehouses lost 1,864 over the same stretch. Our US Wealth Advisor Movement Report shows the shift isn't slowing, it's speeding up. But the number only tells half the story. The other half is why people actually make the jump. This InvestmentNews profile takes a closer look at advisors who left a wirehouse and found success on their own. https://lnkd.in/exzzYtFX

Turn Salesforce into a prospecting engine. Our new Salesforce Integration Playbook shows how AdvizorPro keeps your RIA, broker-dealer, wealth team data clean, current, and pulling its weight, so your team spends more time selling and less time managing records. Check it out in the comments.

Next stop for AdvizorPro: Nashville. We'll be at the FactRight Annual Due Diligence Conference 2026, August 26 to 28. This is where wealth managers go for access to alternative investments: REITs, interval funds, private real estate, and more, alongside FactRight's closed-door due diligence sessions. If you're attending, find Dustin Echenique, Jonathan C., and Adam Patterson on-site, or send us a note ahead of time to set up a time to connect. #FRFALL26 #FactRight #RIAs #AlternativeInvestments #WealthManagement