Imagine you knew exactly which stocks to pick a decade ago, the ones that would do best during the rally. What would life have been like on the way to world-beating gains. This quarterly industry report excerpt explains why even God would get fired as an active manager.
State of the RIA Market: Special Focus on the Investor/Advisor Relationship and Advisor Technology Stack
As a valued Envestnet Institute user, we are delighted to share with you our latest report on the State of the RIA Market.
The Envestnet Institute glossary provides key wealth management terms and definitions for clients and those new to the industry.