Viewpoints | Advyzon

How to discuss performance with clients

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.
Written by Advyzon Team

White label: Alternative investing - A guide

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.
Written by Advyzon Team

It’s official: ETFs dethrone mutual funds

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.
Written by Advyzon Team

Alternatives get less alternative

Advyzon's Asset Allocation study shows advisors allocated nearly 400% more in alts at the end of 2022 compared to previous years. Are we seeing a trend appear or was 2022 just an anomaly year?
Written by Advyzon Team