Category: Advisor Insights

Is this the new normal? The past several weeks have seen a consistent set of data trends...

While crisis-level activity has largely subsided, advisors remain very active relative to “normal” levels of activity we saw during the bull market run...

uring these volatile market swings and stay at home orders for investors, Advisors remain very active...

Comparing last week to the previous 72 weeks (18 months), advisors’ investing activity slowed from 4 times average to 2 times average transaction volume, as compared to the past 18 months...

Advisors remain very active making small changes to client portfolios, harvesting tax losses, and fine-tuning risk tolerances, while generally keeping their clients invested to meet their objectives...