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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

2018 Midyear Investment Insights

Volatility breeds opportunity. Our 2018 Midyear Investment Insights report discusses how a flexible and agile investing approach can help investors manage turbulence and harness the potential of 2018 markets.

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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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