Resources
The Latest
Indices
Advisor Intent Trends June 2022
Another wild month in markets caused some unexpected changes in the Advisor Intent Indices.
Indices
Advisor Intent Trends May 2022
In May, advisors continued to focus on the bear market trend from April…
Indices
Advisor Intent Trends April 2022
April saw advisor mindshare start to return to a more normal pattern…
Indices
Advisor Intent Trends March 2022
March continued much of the pattern that we saw in February…
Indices
Advisor Intent Trends February 2022
In February the combination of inflation pressure, Fed rate hikes worries, and…
Indices
Advisor Intent Trends January 2022
The Advisor Intent Indices are exactly what many might have expected for January…
Indices
Advisor Intent Trends December 2021
December had two completely dominant and notable trends. Firstly, large cap equities surged in…
Indices
Advisor Intent Trends November 2021
It was another very strong month for the Practice Management segment as two themes kept advisors on…
Indices
Advisor Intent Trends October 2021
While practice management held steady, fixed income took a great deal of advisor attention away from…
Indices
Advisor Intent Trends September 2021
It was a wild month of advisor engagement, with a heavy concentration of attention in…
Indices
Advisor Intent Trends August 2021
August had two highly distinct trends. The first was a dramatic rise in advisor engagement…
Indices
Advisor Intent Trends July 2021
Three different themes dominated July. Firstly, Biden’s tax plans reemerged as a significant…
Indices
Advisor Intent Trends June 2021
June saw a dramatic pickup in activity in the practice management space as advisor fears over…
Indices
Advisor Intent Trends May 2021
May was all about practice management and stocks, particularly tech equities…