Data reported by the Investment Company Institute.

Difficult personal experiences led the founder of virtual firm YGC Wealth to become the first strategic advisor to BestFarewell, a technology start-up that aims to help grieving families process and organize end-of-life planning documents.
Despite predictions of mass white-collar job losses from AI, two major firms have chosen the "human plus AI" approach.
Nearly one-quarter of long-term couples admit to hiding a money secret from their partner, according to a recent study. But when it comes to advisors helping these clients, it's not actually about the numbers, one behavioral expert said.
For some RIAs — particularly those that focus on financial planning — adopting a flat-fee structure can make more sense than a traditional AUM-based model.
Kitces Marketing Summit 2026 organizers Michael Kitces and Taylor Schulte lined up a half dozen speakers who shared accessible organic growth strategies.
The number of private tax-advantaged foundations and the amount of assets contained in them has reached nearly $2 trillion, even as the administration considers imposing new taxes.