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RIA Advantage

Helping registered investment advisors build a stronger practice

Market Charts

Market Charts

Below we've highlighted 10 of the most compelling charts for the current environment:

  1. Economy Highlights [p. 4]
  2. Where Are We Today [p. 8]
  3. Insight from U.S. Leading Indicators [p. 15]
  4. U.S. Consumer in Good Shape [p. 18]
  5. Forward-Looking Valuations [p. 28]
  6. Equity Sector Compositions Have Changed Over Time [p. 31]
  7. Developed Market Divergence [p. 38]
  8. Yield Curve Flattening But No Recession [p. 45]
  9. Opportunity in Muni Bonds [p. 46]
  10. Active Strategies Tend to Outperform Late Cycle [p. 66]

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Investment trends

2019 Investment Insights

Managing risk in an aging recovery. Our 2019 Investment Insights report highlights our top strategists’ market analysis and pointers on where you’re likely to find the best portfolio opportunities in 2019.

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Practice management insights

Echelon's RIA M&A Deal Report

Over the past five years, merger and acquisition deals in the RIA space continued their record-setting pace. See what’s fueling this consolidation and how long it may continue.

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Principals of large, growing RIAs often get bogged down in day-to-day operations. Learn about a critical personnel change that can help improve efficiencies.

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WFAM news

Lipper Award

Our Multi-Asset Solutions team won five 2018 Lipper Fund Awards. Read on to learn more about the team’s expertise and ability to enhance risk-adjusted returns.

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With 24 Lipper awards since 2010, our Municipal Income team has achieved ongoing recognition from Thomson Reuters. Learn more about the strategy behind the team’s winning streak.

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