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Advisor Intent Trends August 2021

August had two highly distinct trends. The first was a dramatic rise in advisor engagement…

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Advisor Intent Trends July 2021

Three different themes dominated July. Firstly, Biden’s tax plans reemerged as a significant…

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Advisor Intent Trends June 2021

June saw a dramatic pickup in activity in the practice management space as advisor fears over…

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Advisor Intent Trends May 2021

May was all about practice management and stocks, particularly tech equities…

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