02/01/2022

Study Highlighting Independent Advisor Growth Opportunities

% of advisors say better technology tools would improve client acquisition 64% of advisors report an increased interest in cryptocurrency from clients Client-facing tools are the number one area for technology improvement for advisors under the age of 45

01/24/2022

Is It Really that Bad?

We are seeing a slow but steady unravelling of part of the overvaluation and overexuberance that the US asset markets have come to see over the previous two years.