Resources

The Latest

Indices

Advisor Intent Trends August 2021

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

Read
Indices

Advisor Intent Trends July 2021

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

Read
Indices

Advisor Intent Trends June 2021

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

Read
Indices

Advisor Intent Trends May 2021

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

Read