Forward-thinking advisors have been searching for and employing analytics very carefully. This series will explore some of these metrics, along with their benefits and pitfalls. Today’s topic is capital markets assumptions.
This is the first part of a new series on investment analytics in the wealth management industry and how advisors are using analytics to communicate with clients and prospects. We will look at some of the more popular analytics and go over what they are, their good points, and their potential pitfalls.