Report overview

Managed account adoption reached 66% in 2026, up from 58% a year ago. When a structure moves from early adopter to industry norm, the advantage stops coming from the decision to adopt and starts coming from when and how well it's used.

The From Adoption to Advantage in 2026 report draws on 430 adviser responses and four in-depth interviews with practice principals. It covers:

• how deeply practices are allocating client funds, and what separates the greatest allocators from everyone else 

• what advisers want from their providers now that expectations have matured, and where providers fall short, and 

• how practices are preparing to meet the growing demand for retirement income advice and the intergenerational wealth transfer.