Weekly RIA Pulse Report - November 29, 2021
Our Weekly RIA Pulse Report
If you'd like to join this report's distribution list, please email firstname.lastname@example.org with "Subscribe" in the email body.
Weekly RIA Pulse Report - Week of November 29, 2020
Our goal with this weekly compendium of industry metrics and indices is to inform the report's consumer about the investment, risk and business activities executed by RIAs across the nation. We believe this information will provide advisors with near real time insights that may help them improve their business and client outcomes.
The data included in the RIA Pulse metrics comes from our wealth management solutions databases, which include Envestnet and Tamarac data. We filter the data those firms and advisors who we have segmented as Registered Investment Advisors (RIAs). The data is de-identified and aggregated to create a representative set of metrics and indices. We curate the data to eliminate data which we deem to be incomplete, having insufficient history, or have minimal contribution to the metrics. We reevaluate the components and qualifiers of the metrics and indices on at least an annual basis in an effort to keep our RIA index representative of advisors' inferred attitudes and actual behaviors.
- Cash Levels
- Index Risk Sentiment Sums
- Risk Sentiment Volume
- Advisor Activity Sums
- Advisor Activity Volume
- Client Contributions
- Client Growth
- MF / ETF Style Winners & Losers
- MF / ETF Winners & Losers
- Stock Winners & Losers