Firing an advisor is often driven by more than cost and performance factors. Here are the top reasons clients 'break up' with their advisors.
Here are the most common drivers for hiring a financial advisor, revealing that investor motivations go beyond just financial factors.
In this graphic, we show asset class returns across U.S. equities, bonds, real estate, gold and cash since 1970.
Compound interest is a powerful force in building wealth. Here's how it impacts even the most modest portfolio over the long-term.
In 2023, several investment themes outperformed the S&P 500 by a wide margin. Here are the top performers—from blockchain to AI.
Global inflation projections look optimistic in 2024, but risks of a second wave of price pressures remain due to geopolitical shocks.
Will global GDP growth continue to be resilient in 2024? This graphic shows the economic outlook for 191 economies around the world.
After the pandemic boom, ESG investments lost their luster amid high interest rates. Could they make a comeback?
This graphic shows the evolution of global stock markets over modern history—highlighting the outsized influence of the U.S. market.
From ETFs to private equity funds, we show the top investments advisors used with their clients over 2023.
