At the request of so many investment advisors, my friends at Riskalyze share the big trends in the assets going into and coming out of advisor portfolios every week. The underlying data is aggregated from hundreds of thousands of client accounts across the $120 billion and counting that advisors manage on the Riskalyze platform*. I hope we…
Fooling ourselves about inter-market relationships.
“People who are miserable enough will believe any story…”
These were the most read posts on the site this week, in case you missed it:
Here’s the opposite of our event. Knock yourself out:
The quote above perfectly describes the in-house research program
TD Ameritrade Institutional, my firm’s primary custodian and the third largest in the industry, just commissioned an Investment News survey of advisors who have recently moved their business. The advisors who left the brokerage world to become RIAs are reporting the highest overall levels of satisfaction. This is obvious to me, having spent a decade,…