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Advisor Intent Trends March 2022

March continued much of the pattern that we saw in February…

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Advisor Intent Trends February 2022

In February the combination of inflation pressure, Fed rate hikes worries, and…

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Advisor Intent Trends January 2022

The Advisor Intent Indices are exactly what many might have expected for January…

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Advisor Intent Trends December 2021

December had two completely dominant and notable trends. Firstly, large cap equities surged in…

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Advisor Intent Trends November 2021

It was another very strong month for the Practice Management segment as two themes kept advisors on…

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Advisor Intent Trends October 2021

While practice management held steady, fixed income took a great deal of advisor attention away from…

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Advisor Intent Trends September 2021

It was a wild month of advisor engagement, with a heavy concentration of attention in…

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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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