Resources

The Latest

Indices

Advisor Intent Trends December 2021

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

Read
Indices

Advisor Intent Trends November 2021

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

Read
Indices

Advisor Intent Trends October 2021

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

Read
Indices

Advisor Intent Trends September 2021

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

Read
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
%d bloggers like this: