What have the more than 1,500 advisory firms that use Advyzon for portfolio reporting been recommending and investing in? In this article, we take a look at some of the top takeaways from Advyzon’s 2024 Asset Allocation study.

Talking about performance with your clients has its nuances. What data points do you mention? What reports do you show? Do you need any disclaimers? Here are some tips and tricks on how you can make these conversations thoughtful, insightful, and compliant.

Ever considered investing in private markets? Hear from Crossgrain Family Investments on how they utilize private markets to make long term decisions and avoid short term volatility of public markets.

To help explain alternatives to your clients, we put together this article from your point of view, that you can download and send to your clients verbatim or customize as you see fit.

ETFs are officially a more popular investment vehicle among financial advisors than mutual funds. At least, that’s what data from the more than 1,200 advisors who use Advyzon for performance reports shows.