Resources
The Latest
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…