Kitces Research: Advisor Wellbeing Improved in 2025

Published on March 9, 2026

Financial advisors showed higher wellbeing than the overall population, and it’s tied to stronger business performance, according to new Kitces research.

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Concentrating on Concentration

March 9, 2026
Establishing that concentration is not unprecedented is important, but the more consequential question is whether concentration makes the market riskier. Kritzman and Turkington attack this question from multiple angles, and their findings are strikingly consistent: concentration has essentially no relationship with subsequent risk or return.

The ETF Frontier: Defined Outcomes and Private Equity

March 9, 2026
As investors navigate an increasingly complex market, the demand for sophisticated, outcome-oriented ETF strategies has reached a significant inflection point. Goldman Sachs Asset Management is seeing strong success in this space, evolving its suite of derivative-based ETFs to meet the diverse needs of modern portfolios.